Epm Install 11114

Oracle Hyperion Enterprise Performance Management System
Installation and Configuration Guide RELEASE 11.1.1.4
EPM System Installation and Configuration Guide, 11.1.1.4 Copyright 2008, 2011, Oracle and/or its affiliates. All rights reserved. Authors: EPM Information Development Team Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS: Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
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Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Chapter 1. About EPM System Product Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 About EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Assumed Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Supported Paths to This Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 The EPM System Product Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Installing EPM System Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . 16 About the Hyperion Home Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Installation Documentation Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Chapter 2. Preparing for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Downloading the Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Component Installation By Tier and Installation Assemblies . . . . . . . . . . . . . . . . . . . . . . 20 Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Financial Performance Management Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Download File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Chapter 3. Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Installation Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Characters Supported for Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . 48 Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Destination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Installation Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Product Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Progress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
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Performing Silent Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Loading Saved Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Modifying Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Installing EPM System Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Installing Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Installing Spreadsheet Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Installing Additional Instances of Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 . . . 62 Step 1: Back Up Data and Binaries from the Source Machine(s) . . . . . . . . . . . . . . . . . 63 Step 2: Re-image the Machine(s) to Windows Server 2008 or Windows Server 2008 R2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Step 3: Prepare the Machine for EPM System Deployment . . . . . . . . . . . . . . . . . . . . . 63 Step 4: Repair the Deployment and Restart EPM System . . . . . . . . . . . . . . . . . . . . . . 64 Chapter 4. Configuring EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 About EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 About the Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Satisfying Initial Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Configuration Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Configuring Products in a Single-Machine Environment . . . . . . . . . . . . . . . . . . . . . . 68 Configuring Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . . . . . . 69 Configuring Products in an SSL-Enabled Environment . . . . . . . . . . . . . . . . . . . . . . . 69 Product Configuration Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Using EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Task Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Shared Services and Registry Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . 75 Enable Separately Licensed Product Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 EPM System Common Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Deploy to Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Application Server Deployment: Oracle Application Server . . . . . . . . . . . . . . . . . . . . 82 Application Server Deployment: Oracle | BEA WebLogic . . . . . . . . . . . . . . . . . . . . . . 82 Application Server Deployment: WebSphere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Application Server Deployment: Embedded Java Container . . . . . . . . . . . . . . . . . . . . 86 Cluster Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 EPM WorkspaceSpecific Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Performance Management ArchitectSpecific Tasks (Optional) . . . . . . . . . . . . . . . . 91 EssbaseSpecific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 PlanningSpecific Tasks (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Financial ManagementSpecific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
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Reporting and AnalysisSpecific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Strategic FinanceSpecific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 FDMSpecific Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Performing Silent Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Setting Up the Shared Services Registry Without Installing Shared Services . . . . . . . . . . . 108 What Happens During Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Troubleshooting Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Chapter 5. Starting and Stopping EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Using a Single Script to Start Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Summary List of Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Databases for Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Corporate User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Shared Services OpenLDAP or Oracle Internet Directory . . . . . . . . . . . . . . . . . . . . . 113 Shared Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 EPM Workspace Agent (CMC Agent) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 EPM Workspace UI (CMC UI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 EPM Workspace Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Performance Management Architect Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Administration Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Integration Services Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Essbase Studio Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Provider Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Reporting and Analysis Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Remaining Services or Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 EPM Workspace Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Launching Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Chapter 6. Validating the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 About EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Using EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Foundation Services Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Essbase Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 Reporting and Analysis Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139 Financial Performance Management Applications Diagnostics . . . . . . . . . . . . . . . . . . . . 139 Data Management Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
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Chapter 7. Performing Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 General Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Increasing the JVM Memory Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Shared Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Performance Management Architect Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . 144 EPM Workspace Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Essbase Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Setting User Limits on 64-bit AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Integration Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Administration Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Provider Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Essbase Studio Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Updating the Essbase Studio Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Reporting and Analysis Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Preparing the Financial Reporting Print Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Configuring X11 for Web Application Server Components for Financial Reporting and Web Analysis (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Configuring SAP Data Source Access and Authentication . . . . . . . . . . . . . . . . . . . . 150 Setting Up Environment Variables for Financial Reporting and Web Analysis for NonEnglish Characters (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Setting up the Environment Variables for Production Reporting (UNIX) . . . . . . . . . 152 Preparing Interactive Reporting for Printing (UNIX) . . . . . . . . . . . . . . . . . . . . . . . 153 Configuring Fonts (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Financial Reporting ConfigurationEnabling the Provider Services Driver . . . . . . . 154 Recreating the Executables (Production Reporting Only) (UNIX) . . . . . . . . . . . . . . 154 Planning Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Configuring Offline Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 (UNIX) Configuring the Planning Locale for Use in Non-English Environments . . . 156 Financial Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Configuring Settings for IIS 5.0 Isolation Mode (Optional) . . . . . . . . . . . . . . . . . . . 156 Strategic Finance Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Performance Scorecard Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 FDM Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 ERP Integrator Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Preparing ERP Integrator for Use with Microsoft SQL Server . . . . . . . . . . . . . . . . . . 158 Data Relationship Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . 159 Chapter 8. Reconfiguring EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Reconfiguring for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Redeploying to a Different Web Application Server Type . . . . . . . . . . . . . . . . . . . . . . . . 161
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Redeploying from the Embedded Java Container or WebSphere to WebLogic Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Redeploying Applications from Oracle Application Server to WebLogic Server . . . . . 162 Changing Repository Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Changing the Shared Services and Registry Repository Password . . . . . . . . . . . . . . . 163 Changing EPM System Product Repository Passwords . . . . . . . . . . . . . . . . . . . . . . 163 Changing the Planning Applications Repository Password . . . . . . . . . . . . . . . . . . . . 164 Changing the Performance Management Architect Interface Datasource Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Changing the FDM Repository Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Changing the Data Relationship Management Repository Password . . . . . . . . . . . . . 165 Reconfiguring Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 Chapter 9. Deployment Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Considerations for Distributed Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Adding Servers to a Financial Management Deployment . . . . . . . . . . . . . . . . . . . . . . . . 168 Chapter 10. Uninstalling EPM System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Uninstalling EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Performing a Silent Uninstallation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Chapter 11. License Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Ensuring License Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Activating and Deactivating Product Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Auditing Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Appendix A. What Happens During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 What Happens During Shared Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Files Installed in the Foundation Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 Common Files installed in the HYPERION_HOME Directory . . . . . . . . . . . . . . . . . 176 What Happens During EPM Workspace Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Files Installed in the EPM Workspace Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 What Happens During Performance Management Architect Installation . . . . . . . . . . . . 179 Files Installed in the Performance Management Architect Directory . . . . . . . . . . . . . 180 What Happens During Calculation Manager Installation . . . . . . . . . . . . . . . . . . . . . . . . 180 Files Installed in the Calculation Manager Directory . . . . . . . . . . . . . . . . . . . . . . . . 180 What Happens During Smart View Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Files Installed in the Smart View Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 What Happens During Essbase Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Files Installed in the Essbase Server Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182 Files Installed in the Essbase Client Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
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What Happens During Essbase Studio Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Files Installed in the Essbase Studio Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 What Happens During Integration Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . 184 Files Installed in the Integration Services Directory . . . . . . . . . . . . . . . . . . . . . . . . . 184 What Happens During Administration Services Installation . . . . . . . . . . . . . . . . . . . . . 186 Files Installed in the Administration Services Directory . . . . . . . . . . . . . . . . . . . . . . 186 What Happens During Provider Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Files Installed in the Provider Services Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 What Happens During Smart Search Command Line Utility Installation . . . . . . . . . . . . 187 Files Installed in the Smart Search Command Line Utility Directory . . . . . . . . . . . . . 188 What Happens During Reporting and Analysis Installation . . . . . . . . . . . . . . . . . . . . . . 188 Files Installed in the Reporting and Analysis Directory . . . . . . . . . . . . . . . . . . . . . . 188 What Happens During Planning Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 Files Installed in the Planning Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 What Happens During Financial Management Installation . . . . . . . . . . . . . . . . . . . . . . 189 Files Installed in the Financial Management Directory . . . . . . . . . . . . . . . . . . . . . . . 190 What Happens During Performance Scorecard Installation . . . . . . . . . . . . . . . . . . . . . . 190 Files Installed in the Performance Scorecard Directory . . . . . . . . . . . . . . . . . . . . . . 191 What Happens During Strategic Finance Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Files Installed in the Strategic Finance Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 What Happens During Profitability and Cost Management Installation . . . . . . . . . . . . . 192 Files Installed in the Profitability and Cost Management Directory . . . . . . . . . . . . . . 192 What Happens During FDM Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 Files Installed in the FDM Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 What Happens During Data Relationship Management Installation . . . . . . . . . . . . . . . . 193 Appendix B. Optional Manual Configuration for Essbase Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195 Manually Configuring the Essbase Server Environment (UNIX) . . . . . . . . . . . . . . . . . . . 195 Specifying Parameters in hyperionenv.doc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Changing ESS_JVM_OPTION and ESS_CSS_JVM_OPTION . . . . . . . . . . . . . . . . . 197 Changing JvmModuleLocation (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Optional Manual Configuration for Integration Services (UNIX) . . . . . . . . . . . . . . . 199 Optional Manual Configuration for Administration Services (UNIX) . . . . . . . . . . . . 201 Optional Manual Configuration for Provider Services (UNIX) . . . . . . . . . . . . . . . . . 201 Manually Configuring the Essbase Server Environment (Windows) . . . . . . . . . . . . . . . . 201 Updating the Environment Manually for Essbase Server . . . . . . . . . . . . . . . . . . . . . 202 Setting JVMMODULELOCATION (Windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Configuring the 32-bit Runtime Client on a 64-bit Windows Platform . . . . . . . . . . . 203 Optional Manual Configuration for Integration Services (Windows) . . . . . . . . . . . . 204
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Optional Manual Configuration for Administration Services (Windows) . . . . . . . . . 204 Optional Manual Configuration for Essbase Studio (Windows) . . . . . . . . . . . . . . . . 204 Optional Manual Configuration for Provider Services (Windows) . . . . . . . . . . . . . . 204 Appendix C. Essbase 32-Bit and 64-Bit Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207 Essbase 32-Bit and 64-Bit Client and Server Compatibility . . . . . . . . . . . . . . . . . . . . . . . 207 Essbase API Compatibility on 32-Bit and 64-Bit Platforms . . . . . . . . . . . . . . . . . . . . . . . 208 Appendix D. JDBC URL Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209 Appendix E. Database Information for Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211 Database Connection Pooling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211 Example 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 Example 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 Encrypting UDL Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213 Appendix F. Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis . . . . . . . . . . . . . . . 215 Enabling Xvfb for AIX 5L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Enabling Xvfb for Solaris 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Enabling Xvfb for Solaris 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 Enabling Xvfb for Oracle Enterprise Linux/Red Hat Enterprise Linux . . . . . . . . . . . . . . . 216 Enabling Xvfb for HP-UX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Setting the DISPLAY Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
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Documentation Accessibility
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1
In This Chapter
About EPM System Product Installations
About EPM System Products..............................................................................13 Assumed Knowledge.......................................................................................13 Supported Paths to This Release .........................................................................14 The EPM System Product Installation Checklist .........................................................14 Installing EPM System Products in a Distributed Environment ........................................16 About the Hyperion Home Directory......................................................................16 Installation Documentation Roadmap ...................................................................17
About EPM System Products

Oracle Hyperion Enterprise Performance Management System products form a comprehensive Enterprise Performance Management system that integrates modular suites of financial management applications with the most comprehensive business intelligence capabilities for reporting and analysis. Major components of EPM System products:
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Oracle's Hyperion Foundation Services Oracle Essbase Oracle's Hyperion Reporting and Analysis Oracle's Hyperion Financial Performance Management Applications Oracle's Data Management
For information about the products and components in each of these product families, see Oracle Hyperion Enterprise Performance Management System Installation Start Here.
Assumed Knowledge
This guide is for administrators who install, configure, and manage EPM System products. It assumes the following knowledge:
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Security and server administration skills Windows administration skills and or UNIX/Linux administration skills Web application server administration skills
About EPM System Products
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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
Supported Paths to This Release

Release 11.1.1.4 is a maintenance release for Release 11.1.1.0, 11.1.1.1, 11.1.1.2, or 11.1.1.3. If you are starting from an earlier release, you must first upgrade to an 11.1.1.x release. This may require upgrading to an interim release first, and then upgrading to 11.1.1.x. Once at 11.1.1.x, in EPM System Installer, select the Apply Maintenance Release option. Release 11.1.1.4 also provides a complete install if you are not already starting from Release 11.1.1.x. If you are starting from EPM System Release 9.3.3, your recommended upgrade path is to Release 11.1.2.1+. Security Synchronization between Essbase and Shared Services was removed in Essbase Release 9.3, starting with release 9.3.1.4.1. Essbase and Shared Services Release 11.1.1.3, however, still synchronize security information. For this reason, if you are using Essbase Release 9.3.1.4.1, 9.3.1.5, 9.3.1.6, or 9.3.1.7, you cannot upgrade to release 11.1.1.3. Instead, your recommended upgrade path is to first upgrade all products to Release 9.3.3, and then upgrade all products to release 11.1.2.1+.
The EPM System Product Installation Checklist

Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition installs components on three tiers:
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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 the Data tier. For more information about EPM System product architecture, see Oracle Hyperion Enterprise Performance Management System Installation Start Here. EPM System installation follows this workflow. Each part of the workflow is described in the guides as noted in the table below:
Task Plan the installation.
Reference Installation Planning Checklist in Oracle Hyperion Enterprise Performance Management System Installation Start Here
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Task Prepare the installation files. Meet the system requirements and prerequisites.
Reference Chapter 2, Preparing for Installation System requirements in the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supportedplatforms.html) and Installation Planning Checklist in Oracle Hyperion Enterprise Performance Management System Installation Start Here Chapter 3, Installing EPM System Products Tip: Before you begin, determine the type of installation you will be performing:
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Install EPM System products.
New installation Maintenance release installation Re-installation
For details on each installation type, see Installation Type on page 52. Configure EPM System products. Chapter 4, Configuring EPM System Products Note: In a distributed environment, configure Oracle's Hyperion Shared Services first. Shared Services must be installed, configured, and running for other products to configure successfully. Note: In an SSL-enabled environment, configure Shared Services first, selecting Enable SSL for communications. Then, set up Shared Services for SSL and make sure Shared Services is running in SSL mode before you configure other EPM System products. (Optional) Manually deploy if you did not automatically deploy Java Web applications to a Web application server. Confirm that EPM System services are started. Validate the installation using Oracle's Hyperion Enterprise Performance Management System Diagnostics. Perform any required postconfiguration tasks for your products. Enable external authentication and provision users. (Optional) Enable Shared Services and the user directory for SSL, and then enable installed products for SSL. Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide
Chapter 5, Starting and Stopping EPM System Products Chapter 6, Validating the Installation
Chapter 7, Performing Postconfiguration Tasks
Oracle Hyperion Enterprise Performance Management System Security Administration Guide Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide
Tip: During installation, configuration, and validation, keep a list of all user names and
passwords that you use to create or modify the system, including the applications with which they are associated and their purpose.
The EPM System Product Installation Checklist
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Installing EPM System Products in a Distributed Environment

You typically install EPM System products in a distributed environment. The number of computers you need depends on several factors, including:
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The size of the applications The number of users The frequency of concurrent use by multiple users Any requirements your organization has for high availability 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. Once you have installed, configured, and validated the components on that machine, you can repeat the process on another machine.For more information about planning a distributed installation, see EPM System Product Deployment in Oracle Hyperion Enterprise Performance Management System Installation Start Here and Oracle Hyperion Enterprise Performance Management System High Availability Guide. For information about which assemblies you need on each machine in a distributed environment, see Chapter 2, Preparing for Installation. You install Shared Services on only one machine in the deployment.
Note: If you are installing in multiple environments (for example, Development, Test, and
Production), install Foundation Services products in each environment.
About the Hyperion Home Directory

The Hyperion home directory location is defined during the first product installation on the computer. Subsequent installations on the computer use the previously defined location. All EPM System products are installed in directories under the Hyperion home directory. In addition, common internal and third-party components used by the products are installed in the Hyperion home directory. 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. The Hyperion home directory location is defined in the system environment variable called HYPERION_HOME (Windows) or .hyperion.'hostname' in the home directory of the user installing EPM System products (UNIX). The default location is C:/Hyperion (Windows) or $HOME/hyperion (UNIX). The Hyperion home directory location is referred to as HYPERION_HOME throughout this document.
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Note: To ensure that EPM System Installer has the permissions required to modify the
HYPERION_HOME location, Oracle requires that all EPM System applications be installed using the same user account. For information about common files installed in HYPERION_HOME, see Files Installed in the Foundation Directory on page 176.
Installation Documentation Roadmap

You can find EPM System installation documentation on the Oracle Documentation Library (http://www.oracle.com/technology/documentation/epm.html) on Oracle Technology Network. For system requirements, you can find the Oracle Hyperion Enterprise Performance Management System Certification Matrix at http://www.oracle.com/technology/products/bi/ hyperion-supported-platforms.html. Table 1 lists the documents to consult for instructions on performing essential installation tasks.
Table 1
Documentation That You Need Related Documentation Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supported-platforms. html) Oracle Hyperion Enterprise Performance Management System Installation Start Here Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Task Meeting system requirements
Planning the installation Installing and configuring EPM System products Automatically deploying EPM System products Starting EPM System products Validating the installation
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Securing EPM System and provisioning users
Oracle Hyperion Enterprise Performance Management System Security Administration Guide
Table 2 lists the documents to consult for additional installation tasks that you might need to perform.
Table 2
Documentation That You Might Need Related Documentation Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide
Task Manually deploying EPM System products Troubleshooting installations Creating a backup of product and application data
Installation Documentation Roadmap
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Task Migrating from one environment to another Enabling SSL Clustering EPM System applications for high availability
Related Documentation Oracle Hyperion Enterprise Performance Management System Lifecycle Management Guide Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide Oracle Hyperion Enterprise Performance Management System High Availability Guide
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In This Chapter
Preparing for Installation
Downloading the Installation Files .......................................................................19 Component Installation By Tier and Installation Assemblies ..........................................20
Downloading the Installation Files

To download the installation files:
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Create a directory to store the EPM System files.
You can download files to a shared drive, or to each machine in your deployment. If you are installing from a network drive, map this drive. This directory is referred to as / download_location in this procedure.
Tip: Oracle recommends that you download files to a shared drive.
Download the following files from the Oracle Enterprise Performance Management System page of the Oracle E-Delivery (http://edelivery.oracle.com/) site into /download_location:
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EPM System Installer (Oracle Hyperion Enterprise Performance

Management System Installer, Fusion Edition Release 11.1.1.4.0).
ZIP files for the products you purchased. ZIP files include installation assemblies (product plug-in installation files for EPM System Installer). Review the Media Pack Readme on Oracle E-Delivery to see which ZIP files to download depending on the products you purchased. (To see the Media Pack Readme, once you have selected the media pack, click Readme.)
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Unzip the EPM System Installer into /download_location.
If you are prompted that any files already exist, click Yes to overwrite the files.
Unzip the installation assemblies into the same directory (/download_location).
If you are prompted that any files or common components already exist, click Yes to overwrite the files. The assemblies are unzipped into an /assemblies directory. If you downloaded files to multiple machines in your deployment, on each machine, you need to unzip only the assemblies for the products or product components that you are installing on that machine.
Downloading the Installation Files
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For information about which assemblies to use for product components, see Component Installation By Tier and Installation Assemblies on page 20. If you downloaded files to a central location, make sure you unzip the following common files. If you downloaded files to multiple machines in your deployment, on each machine in the deployment, unzip the following common files:
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Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition Release 11.1.1.4.0 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 3 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 4 of 4
Note: Even though you need the EPM-FoundationServices ZIP files on each machine in the
environment, install Shared Services on only one machine.
The /assemblies directory should include a subdirectory for each product that you want to install on this machine. Ensure that the /assemblies directory looks as follows:
assemblies/ product/ version/ assembly.dat
Note: ProductRef.inf might be in the /assemblies directory. It can remain without
causing problems. EPM System Installer can install a product only if the installation assembly files for the product are downloaded and unzipped to the correct location.
Component Installation By Tier and Installation Assemblies

Use the information in this section to help plan which ZIP files to download and which assemblies are required for EPM System product components.
Tip: Oracle recommends that you download ZIP files to a shared drive. If you follow this
recommendation, you do not need to use the following tables to determine which ZIP files are required for each product component.
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The following sections describe the components and services available for installation on each tier (Client, Web, and Services) for each product when you install using the option Choose components individually. Most components and services that are installed are the same if you install using the option Choose components by tier. The following components are available only if you select Choose components individually during installation:
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Choices for 32bit and 64bit for Oracle Essbase products If you select Choose components by tier, EPM System Installer installs 32-bit on all platforms, except for platforms that are 64-bit only.
Oracle's Hyperion SQR Production Reporting Remote Oracle Hyperion Strategic Finance, Fusion Edition Reader Client Strategic Finance Integration with Financial Management Services Strategic Finance Integration with Enterprise Service FDM Server Financial Management Adapter
The following tables also describe the ZIP files and installation assemblies required to install each component.
Foundation Services
The following table describes the components installed on each tier for Foundation Services products and the ZIP files and installation assemblies required to install that component.
Note: The commonComponents assembly is required for all products. The tools and productCommonComponents assemblies are required for all server and Web applications. These assemblies are in Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 and Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4.
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Client Tier Shared Services
Web Tier
Services Tier
Component:
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Shared Services Web Application OpenLDAP Service (installed with productCommonComponents assembly) HRAM (Windows only, installed automatically with sharedServices assembly)
Required assemblies:
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commonComponents productCommonComponents tools sharedServices
Required download files:

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Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 4 of 4
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Client Tier
Web Tier
Services Tier
Oracle Enterprise Performance Management Workspace, Fusion Edition Component: Workspace Web Application and Portlets Required assemblies:
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Component: Workspace Services and Common Libraries Required assemblies:

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commonComponents productCommonComponents tools biplus_workspace_webapp workspace_configlibs biplus_portlets_webapp
commonComponents productCommonComponents tools productCommonComponents biplus_core_services workspace_configlibs biplus_migration_utility

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Client Tier
Web Tier
Services Tier
Oracle Hyperion EPM Architect, Fusion Edition Component:

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Component:
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Component:
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Performance Management Architect Batch client Performance Management Architect File Generator (Windows only)
Performance Management Architect Web Application Performance Management Architect Data Synchronizer Service
Performance Management Architect Dimension Server Service (Windows only)
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Required assemblies: Required assemblies:

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commonComponents productCommonComponents tools bpm_architect_services
commonComponents
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commonComponents
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productCommonComponents
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bpm_architect_batch_client
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tools bpm_architect_webapp bpm_architect_datasync Required download files:

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bpm_architect_generator
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Hyperion Enterprise Performance Management System Foundation Services Release 11.1. 1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1. 1.4.0 Part 2 of 4 Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.1.4.0
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.1.4.0
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.1.4.0
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Client Tier Hyperion Calculation Manager
Web Tier
Services Tier
Component:
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Calculation Manager Web Application
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commonComponents productCommonComponents tools calc

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Client Tier
Web Tier
Services Tier
Common (for all product installations) Component:

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Component:
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Oracle Hyperion Planning, Fusion Edition ADM driver (installed automatically)
Populates the HYPERION_HOME/common directory commonComponents (required for all component installations) productCommonComponents1 tools (required for all Server and Web tier component installations) essbaseProductCommonComponents
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Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4
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Configuration and Monitoring Console is installed with the productCommonComponents assembly when you select any of the following: Shared Services Web tier, EPM Workspace Web tier, EPM Workspace services tier, Oracle Hyperion Financial Reporting, Fusion Edition client tier, Financial Reporting Web tier, Financial Reporting services tier, Oracle's Hyperion Web Analysis Web tier.
Essbase
The following table describes the components installed on each tier for Essbase products and the ZIP files and installation assemblies required to install that component.
26
Client Tier Essbase Component:

l l
Web Tier
Services Tier
Component:
l l
Essbase Client 32bit Essbase Client 64bit
Essbase Services Server 32bit Essbase Services Server 64bit commonComponents productCommonComponents tools essbase_services (32bit and 64bit) essbaseProductCommonComponents essbaseAddins
(Includes Essbase API and Spreadsheet Add-in. Note that Spreadsheet Add-in is installed only with the 32bit installation and only if Microsoft Excel is installed on the machine) Required assemblies:
l l l
l l l l l l
commonComponents essbase_client essbaseAddins

l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1. 1.4.0 Part 1 of 4 Oracle Essbase Client Release 11.1.1.4.0
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Essbase Client Release 11. 1.1.4.0 Oracle Essbase Server Release 11. 1.1.4.0
27
Client Tier
Web Tier
Services Tier
Oracle Essbase Administration Services Component:

l
Component:
l
Essbase Administration Services Client (Windows only) commonComponents essbase_administration_ services_client essbaseAddins
Administration Services 32bit Web Application Administration Services 64bit Web Application Oracle's Hyperion Business Rules (installed automatically) commonComponents productCommonComponents tools essbase_administration_services_ webapp essbaseAddins
l l
l

l
l l l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Essbase Client Release 11.1.1.4.0 Oracle Essbase Server Release 11.1.1.4.0
28
Client Tier Oracle Essbase Integration Services Component:

l
Web Tier
Services Tier
Component:
l l
Essbase Integration Services Client (Windows only) commonComponents
Essbase Integration Services 32bit Essbase Integration Services 64bit commonComponents productCommonComponents tools essbase_integration_services essbaseAddins
l l l
l
essbase_integration_services
l
essbaseAddins
l l l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1. 1.4.0 Part 1 of 4 Oracle Essbase Client Release 11.1.1.4.0 Oracle Essbase Server Release 11.1.1.4.0

l
29
Client Tier Oracle Hyperion Provider Services
Web Tier
Services Tier
Component:
l
Provider Services Web Application commonComponents productCommonComponents tools analytic_services_provider_webapp essbaseAddins
l l l l l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Provider Services Release 11.1.1.4.0 Oracle Essbase Client Release 11.1.1.4.0
30
Client Tier Oracle Essbase Studio Component: Essbase Studio Client (Windows only) Required assemblies: commonComponents
Web Tier
Services Tier
Component: Essbase Studio Server Required assemblies:

l
commonComponents productCommonComponents tools essbase_studio_services essbaseAddins
l l l
essbase_studio
l
essbaseAddins
l l

l

l
31
Client Tier
Web Tier
Services Tier
Oracle Hyperion Smart Search Command Line Utility Component: Smart Search Command Line Utility Web Application Required assemblies:
l l l l
commonComponents productCommonComponents tools essbase_smartsearch_ webapp essbaseAddins

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Essbase Client Release 11.1.1.4.0 Oracle Essbase Server Release 11.1.1.4.0
Oracle Hyperion Smart View for Office, Fusion Edition Component: Smart View with Oracle Essbase Visual Explorer Client (Windows only) Required assemblies:
l l
commonComponents svchve_client

l
32
Reporting and Analysis

The following table describes the components installed on each tier for Reporting and Analysis products and the ZIP files and installation assemblies required to install that component.
Client Tier Oracle's Hyperion Interactive Reporting Component:

l
Web Tier
Services Tier
Component:
l
Interactive Reporting Studio Client (Windows only) Interactive Reporting Dashboard Development Services (Windows only) commonComponents productCommonComponents (Interactive Reporting Dashboard Development Services only) biplus_interactive_reporting_client biplus_dds essbaseProductCommonComponents
Interactive Reporting Services commonComponents productCommonComponents tools biplus_interactive_reporting_services biplus_core_services biplus_configlibs
l l l l l l
l l
l l l

l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Interactive Reporting Release 11.1.1.4.0
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 3 of 4 Hyperion Interactive Reporting Release 11.1.1.4.0
33
Client Tier Financial Reporting Component: Financial Reporting Studio Client (Windows only) Required assemblies: commonComponents
Web Tier
Services Tier
Component: Financial Reporting Web Application Required assemblies:

l
Component:
l
Financial Reporting Reports Server Service Financial Reporting Print Server Service (Windows only) Financial Reporting Scheduler Server Service commonComponents productCommonComponents tools biplus_financial_reporting_services biplus_configlibs biplus_financial_reporting_common essbaseProductCommonComponents hfm_client, if you are using Financial Reporting with Financial Management hfm_common, required for Financial Management components
commonComponents productCommonComponents tools biplus_financial_reporting_webapp biplus_configlibs biplus_financial_reporting_common essbaseProductCommonComponents hfm_client, if you are using Financial Reporting with Financial Management hfm_common, required for Financial Management components
l l l l l l l l
l
tools
l
biplus_financial_reporting_client
l
l l l l l
biplus_configlibs
l
biplus_financial_reporting_common
l
essbaseProductCommonComponents
l
hfm_client, if you are using Financial Reporting with Oracle Hyperion Financial Management, Fusion Edition hfm_common, required for Financial Management components
l l

l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Reporting, Fusion Edition Release 11.1.1.4.0 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0

l
34
Client Tier Production Reporting Component: (All components on client tier are Windows only)
l l l l
Web Tier
Services Tier
Component:
l l
SQR Production Reporting DB2 Engine SQR Production Reporting DDO Engine SQR Production Reporting Informix Engine SQR Production Reporting ODBC Engine SQR Production Reporting Oracle Engine SQR Production Reporting Sybase Engine SQR Production Reporting Teradata Engine (UNIX only) commonComponents productCommonComponents tools biplus_product_reporting_services biplus_product_reporting_common essbaseProductCommonComponents
SQR Production Reporting Studio

l
SQR Production Reporting Activator SQR Production Reporting Remote SQR Production Reporting Viewer commonComponents biplus_product_reporting_client biplus_product_reporting_common
l l l l
l l l
l l l l l l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion SQR Production Reporting Release 11.1.1.4.0

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion SQR Production Reporting Release 11.1.1.4.0
35
Client Tier Web Analysis
Web Tier
Services Tier
Component: Web Analysis Web Application Required assemblies:

l l l l l l l
commonComponents productCommonComponents tools biplus_webanalysis_webapp biplus_configlibs essbaseProductCommonComponents hfm_client, if you are using Web Analysis with Financial Management hfm_common, required for Financial Management components

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Web Analysis Release 11.1.1.4.0 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0
Financial Performance Management Applications

The following table describes the components installed on each tier for Financial Performance Management Applications products and the ZIP files and installation assemblies required to install that component.
36
Client Tier Planning Component:

l
Web Tier
Services Tier
Component: Planning Web Application Required assemblies:

l l l l
Planning Off-line Client commonComponents offlinePlanning
l l
commonComponents planning productCommonComponents tools rmi essbaseProductCommonComponents essbase_services

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Oracle Hyperion Planning, Fusion Edition Release 11.1. 1.4.0
l l l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Planning, Fusion Edition Release 11.1. 1.4.0 Oracle Essbase Server Release 11.1.1.4.0
37
Client Tier
Web Tier
Services Tier
Financial Management (All components are Windows only) Component:

l l
Component:
l l
Component:
l
Financial Management Client Financial Management Sample Applications Financial Management ADM Driver commonComponents hfm_client hfm_common
Financial Management Web Applications Financial Management Smart View Provider commonComponents productCommonComponents tools hfm_webapp hfm_common
Financial Management Application Server commonComponents productCommonComponents tools hfm_services hfm_common
l l l l l
l l l l l
l l l

l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0
38
Client Tier
Web Tier
Services Tier
Oracle Hyperion Performance Scorecard, Fusion Edition Component:

l
Performance Scorecard Web Reports Web Application Performance Scorecard Alerter Web Application Performance Scorecard ETL Web Application commonComponents productCommonComponents tools hps_webapp essbaseProductCommonComponents
l l l l l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Performance Scorecard, Fusion Edition Release 11.1.1.4.0
39
Client Tier
Web Tier
Services Tier
Strategic Finance (All components are Windows only) Component:

l l l
Component:
l
Component:
l l
Strategic Finance Client Strategic Finance Reader Client Strategic Finance Integration with Financial Management (Client)1 Strategic Finance Integration with Enterprise (Client)2 commonComponents productCommonComponents (Strategic Finance Integration with Financial Management only) tools (Strategic Finance Integration with Financial Management only) hsf_client hsf_reader_client essbaseProductCommonComponents (Strategic Finance Client and Strategic Finance Integration with Financial Management only)
Strategic Finance Web Services commonComponents productCommonComponents tools hsf_server
Strategic Finance Service Strategic Finance Integration with Financial Management (Service)3 Strategic Finance Integration with Enterprise (Service)4
l l
l l
l l

l
Note: Strategic Finance integration with Essbase and Planning is automatically installed. Required assemblies:
l l l l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0
commonComponents productCommonComponents tools hsf_server essbaseProductCommonComponents (required only for Strategic Finance Service and Strategic Finance Integration with Financial Management Services)
l l l

l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4
l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4
l
Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0
40
Client Tier
Web Tier
Services Tier
Oracle Hyperion Profitability and Cost Management, Fusion Edition Component: Profitability Web Application Required assemblies:
l l l l l
commonComponents productCommonComponents tools hpm essbaseProductCommonComponents

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Profitability and Cost Management, Fusion Edition Release 11.1.1.4.0
1You 2You
must also install the Financial Management client. must first install the Enterprise client. 3You must also install the Financial Management client. 4You must first install the Enterprise client.
Data Management
The following table describes the components installed on each tier for Data Management products and the ZIP files and installation assemblies required to install that component.
41
Client Tier
Web Tier
Services Tier
Oracle Hyperion Financial Data Quality Management, Fusion Edition (All components are Windows only) Component: FDM Workbench Client Required assemblies:
l l l
Component: FDM Web Application Required assemblies:

l l l l
Component:
l l l
FDM Load Balancer FDM Task Manager FDM Server commonComponents productCommonComponents tools fdm
commonComponents productCommonComponents fdm
commonComponents productCommonComponents tools fdm
l l l

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1. 4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1. 4.0 Part 2 of 4 Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11.1.1. 4.0

l l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11. 1.1.4.0
l l
Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11.1.1.4.0
For any adapters you are licensed to use, download the required adapters:
l
Oracle Hyperion Financial Data Quality Management Adapter Suite, Fusion Edition Release 11.1.1.4.0 Oracle Hyperion Financial Data Quality Management Source Adapter for SAP Release 11.1.1.4.0 Oracle Hyperion Financial Data Quality Management Adapter for Financial Management, Fusion Edition
42
Client Tier
Web Tier
Services Tier
Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Component: Performance Manager Integrator Web Application Required assemblies:
l l l l l
commonComponents productCommonComponents tools aif essbaseProductCommonComponents

l
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Release 11.1.1.4.0
Download File Contents

The following table describes the contents of each download file on E-Delivery. Use this table to help plan your EPM System installation, if necessary.
Tip: To see the ZIP file name for each download file, see E-Delivery.
Table 3
Download File Contents Assemblies

l l
ZIP File Name Oracle Hyperion Provider Services Release 11.1.1.4.0
analytic_provider_services_webapp essbaseAddins hpm
Oracle Hyperion Profitability and Cost Management, Fusion Edition Release 11.1.1.4.0
43
ZIP File Name Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.1.4.0
Assemblies
l l l l l
bpm_architect_batch_client bpm_architect_datasync bpm_architect_generator bpm_architect_services bpm_architect_webapp biplus_configlibs biplus_financial_reporting_client biplus_financial_reporting_common biplus_financial_reporting_services biplus_financial_reporting_webapp commonComponents essbaseProductCommonComponents productCommonComponents tools biplus_core_services biplus_migration_utility biplus_portlets_webapp biplus_workspace_webapp workspace_configlibs calc sharedServices svc_client biplus_configlibs biplus_dds biplus_interactive_reporting_client biplus_interactive_reporting_services N/A. Contains EPM System Installer essbase_administration_services_client essbase_client essbase_studio essbaseAddins svchve_client
Oracle Hyperion Financial Reporting, Fusion Edition Release 11.1.1.4.0
l l l l l
Hyperion Enterprise Performance Management System Foundation Services Release 11. 1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11. 1.1.4.0 Part 2 of 4
l l l
Hyperion Enterprise Performance Management System Foundation Services Release 11. 1.1.4.0 Part 3 of 4
l l l l l l
Hyperion Enterprise Performance Management System Foundation Services Release 11. 1.1.4.0 Part 4 of 4 Hyperion Interactive Reporting Release 11.1.1.4.0
l l
l l l l
Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition Release 11.1.1.4.0 Oracle Essbase Client Release 11.1.1.4.0
l l l l l
44
ZIP File Name Oracle Essbase Server Release 11.1.1.4.0
Assemblies
l l l l l l
essbase_administration_services_webapp essbase_integration_services essbase_services essbase_smartsearch_webapp essbase_studio_services essbaseAddins
Oracle Essbase Spreadsheet Add-in Release 11.1.2.1.0 for Microsoft Windows Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11.1.1.4. 0 Oracle Hyperion Financial Data Quality Management Adapter Suite, Fusion Edition Release 11.1.1.4.0 Oracle Hyperion Financial Data Quality Management Source Adapter for SAP Release 11.1.1.4.0 Oracle Hyperion Financial Data Quality Management Adapter for Financial Management, Fusion Edition Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Release 11.1.1.4.0 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0
N/A. Contains Spreadsheet Add-in Installer.

l
fdm N/A N/A N/A aif hfm_client hfm_common hfm_services hfm_webapp hps_webapp hsf_client hsf_reader_client hsf_server offlinePlanning planning rmi biplus_product_reporting_client biplus_product_reporting_common biplus_product_reporting_services N/A. Contains Smart View installer. biplus_configlibs biplus_webanalysis_webapp
l l l l
Oracle Hyperion Performance Scorecard, Fusion Edition Release 11.1.1.4.0 Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0
l l l
Oracle Hyperion Planning, Fusion Edition Release 11.1.1.4.0
l l l
Hyperion SQR Production Reporting Release 11.1.1.4.0
l l l
Oracle Hyperion Smart View for Office, Fusion Edition Release 11.1.1.4.0 Hyperion Web Analysis Release 11.1.1.4.0
l l
45
46
3
In This Chapter
Installing EPM System Products
Installation Sequence .....................................................................................47 Characters Supported for Installation and Configuration...............................................48 Installing EPM System Products ..........................................................................49 Performing Silent Installations ............................................................................58 Installing EPM System Clients ............................................................................60 Installing Additional Instances of Essbase Server ......................................................62 Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 ..........62
Installation Sequence
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. Before installing products, see Installation Planning Checklist in Oracle Hyperion Enterprise Performance Management System Installation Start Here and review the system requirements in the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http:// www.oracle.com/technology/products/bi/hyperion-supported-platforms.html). Review the Media Pack Readme on Oracle E-Delivery to see which products are required or optional for use with your products. You can also install Smart View from a standalone executable. See Oracle Hyperion Smart View for Office User's Guide and the Oracle Hyperion Smart View for Office Readme.
Note: If you want to install Essbase in standalone mode (not using Shared Services), you can
skip the installation for Shared Services. However, you must configure the Oracle's Hyperion Shared Services Registry database. To configure the Shared Services Registry database without installing Shared Services, see Setting Up the Shared Services Registry Without Installing Shared Services on page 108. The following EPM System products are not installed and configured using EPM System Installer:
l
Oracle's Hyperion Data Integration Management
Installation Sequence
47
If you are installing Data Integration Management, see the Hyperion Data Integration Management Installation Guide.
l
Data Integration Management Adapters. If you are installing Data Integration Management Adapters, see the Hyperion Data Integration Management Installation Guide.
Oracle Hyperion Data Relationship Management, Fusion Edition If you are installing Data Relationship Management, see the Oracle Hyperion Data Relationship Management Installation Guide.
Installation Prerequisites
Note the following installation prerequisites.
l
If you are applying the maintenance release to move from EPM System Release 11.1.1.0, 11.1.1.1, 11.1.1.2, or 11.1.1.3 to EPM System Release 11.1.1.4, or if you are reinstalling EPM System products, you must first stop all the services for EPM System products. If you are installing on Windows 2008, disable UAC before installing. (See Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 on page 62.) If you plan to install the Strategic Finance Integration with Enterprise, you must install the Enterprise client first. If you plan to use SSL in a UNIX environment, before you install and configure EPM System, download and install the Apache 2.2.8 binaries that support SSL. During EPM Workspace configuration, select the SSL-capable Apache installation instead of the default EPM System installation. See Configure EPM Workspace Web Server on page 88. If you are using Planning in a Redhat or Oracle Enterprise Linux environment and you are using Simplified Chinese, you must specify LANG=zh_CN.GB18030 (instead of LANG=zh_CN.utf8) in one of two ways:
m
In the OS system locale variable (if you have not already set it) before you install and configure Planning In setCustomParamsHyperionPlanning.sh after you install and configure Planning
Characters Supported for Installation and Configuration

The following characters are supported during installation and configuration with EPM System Installer and Oracle's Hyperion Enterprise Performance Management System Configurator.
48
Table 4
Characters Supported for Installation and Configuration Supported Characters Alphanumeric, dash (-), underscores (_), periods ( . ), and tildes (~). Tildes are supported only on Microsoft Windows. Alphanumeric, dash (-), and dot(.), Alphanumeric characters including non-English (extended and double-byte) characters, except for the blocked characters Alphanumeric characters including non-English (extended and double-byte) characters, except for the blocked characters Blocked Characters All others
Fields PATH
Host name User name
All others +.*/#[]{}();:,@!
Clusters, database names, and other general fields such as DSN names
+.-*\/#[]{}();:,@!

You can install EPM System products in any of the following ways: using the graphical user interface, using the console mode interface, or with no interaction using a silent mode installation response file. When you install EPM System products, you choose which type of installation to perform:
l
New installation Apply maintenance release Re-install this release
For each type of installation, you can choose whether to install EPM System products by tier or by individual component.
l
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. See Appendix A, What Happens During Installation.
Note: On Windows machines, run EPM System Installer and EPM System Configurator as an
administrator. Install and configure as the same user for all EPM System products. If you are using Windows 2008, install with UAC disabled (see Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 on page 62).
49
Note: On UNIX machines, do not use the root user to install and configure. Install and
configure as the same user for all EPM System products. If you are using Oracle Application Server, you must install and configure EPM System products using the same user you used to install Oracle Application Server. If you have installed any other Oracle products, the user that will be installing EPM System products must be part of the same group as the user who installed the other Oracle products. For example, both users must be part of oinstall. If you are upgrading EPM System products, follow this requirement even if you used multiple users to install components in previous releases.
To install EPM System products:

1
Choose a method:
l
(Windows) Double-click installTool.cmd in the root directory to which you extracted the EPM System Installer files. (Windows) From a Windows console, change to the root directory to which you extracted the EPM System Installer files and enter installTool.cmd -console. Create a silent installation response file. See Performing Silent Installations on page 58. (UNIX) Change to the root directory to which you extracted the EPM System Installer files and type ./installTool.sh. (UNIX) Change to the root directory to which you extracted the EPM System Installer files and type ./installTool.sh -console.
EPM System Installer performs some initial checks while launching. Review the command prompt window for details. If you see a message in the command prompt window that User Account Control (UAC) is enabled on Windows 2008 systems, disable UAC, reboot, and then restart EPM System Installer. EPM System Installer launches.
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 try to reposition the initial window. Press Alt+Tab to switch to the first page of the wizard.
Select a language.
Throughout EPM System Installer, if a component is not available for installation in the language you selected, it is shaded in color and marked with an asterisk (*).
Review and complete each page of EPM System Installer, clicking or selecting Next to move to the next page.
The following table provides links where you can find more details about each page of EPM System Installer.
50
Table 5
EPM System Installer Pages Reference Welcome on page 51 Destination on page 52 Installation Type on page 52 Product Selection on page 54 Confirmation on page 56 Progress on page 57 Summary on page 57
Page Welcome Destination Installation Type Product Selection Confirmation Progress Summary
When installation is complete, click Configure to configure the products using EPM System Configurator, or click Finish to close EPM System Installer.
For more information about configuring Hyperion products, see Chapter 4, Configuring EPM System Products. After you install and configure the products, start the services as described in Chapter 5, Starting and Stopping EPM System Products. You can then use EPM System Diagnostics to validate that the installation was successful and that the components are communicating. See Chapter 6, Validating the Installation.
Welcome
Review the prerequisites carefully before you continue the installation. When you have
confirmed that your system meets the prerequisites to run EPM System Installer, click Next to continue the installation. EPM System Installer checks whether your system has a supported operating system and meets minimum memory requirements to run the installation, and whether the user installing has administrator privileges. EPM System Installer also attempts to discover the computer host name. Depending on how the computer is configured, the computer host name might resolve 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. 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 choose to continue, the installation might not succeed.
51
Tip: If you are using a hosts file to resolve your hostname, 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.
Destination
Specify the destination for the installation location, or browse to a location and select it, and
then click Next. If you are reinstalling EPM System products on this machine, adding products to your installation, or applying the maintenance release, the existing location for the Hyperion home directory is listed as the default installation destination, and you cannot change it.
Caution!
The destination path cannot contain spaces; for example, c:\Program Files is not acceptable (unless you use short path notation).
The destination you specify becomes the Hyperion home directory. See About the Hyperion Home Directory on page 16. Ensure that this destination has enough disk space to install all the products that you want to install on this machine. You select an installation destination and Hyperion home directory for each machine in your environment. See Oracle Hyperion Enterprise Performance Management System Installation Start Here for disk space requirements.
Note: If you previously used EPM System Installer, and you saved the installation selections to
a file, you can load the selections to prepopulate the installation destination and the products to install. Doing so is useful if you are installing the same products on multiple machines. Click Load, browse to the saved selections file, and click Open.
Installation Type
Select an installation type, and then click Next. If an installation type is not applicable on
this machine, the option is unavailable. Choose from the following installation types:
l
New installation Choose this option if you are installing an EPM System product for the first time on this computer, or if you are installing an additional instance of Essbase Server. When you install an additional instance of Essbase Server, the Essbase installation directory is appended with n for subsequent installations. See Installing Additional Instances of Essbase Server on page 62.
52
Choose this option if you want to install additional components that you did not initially install. If the New Installation option is not available, your machine might have an improperly deleted previous version of EPM System products. Search for and rename vpd.properties (usually in the /windows directory for Windows or $HOME for UNIX) on the machine. For additional troubleshooting tips, see Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide.
l
Apply maintenance release Choose this option if you already installed release 11.1.1.x. This release provides a maintenance release for release 11.1.1.x. If you are applying the maintenance release, you must first stop all EPM System services. If you are applying the maintenance release to only some products in your deployment, see Release Compatibility in the Oracle Hyperion Enterprise Performance Management System Installation Start Here.
Re-install this release Choose this option if you already installed this version of this EPM System product and want to reinstall it, for example if you need to repair an existing installation. If you are reinstalling EPM System products, you must first stop all EPM System services. If you installed multiple instances of Essbase Server, you can reinstall only the first instance. If you need to reinstall a subsequent instance of Essbase Server, you must first uninstall it.
Note: You cannot combine installation types in one session. For example, you cannot perform
a new installation of one product at the same time you perform a reinstallation of another product. For each type of installation, you can choose one of the following options:
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Select Choose Components By Tier if you want to install all the components, by tier, for the selected products. You still have the option to specify installation location and the products to install. This is the simplest path, and is recommended unless you want to customize the installation. If multiple instances of Essbase are installed, you can only reinstall the first instance. Select Choose Components Individually if you want more control over which services and components are installed for each product component.
See Appendix A, What Happens During Installation for more information about what is installed for each type of installation. Some components are available only if you select Choose Components Individually.
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Product Selection
If you selected Choose Components By Tier, select the tier or tiers, products, and components
to install, and then click Next. If you selected Choose Components Individually, select the products and product components to install, and then click Next. For information about what is installed on each tier, see Component Installation By Tier and Installation Assemblies on page 20. Generally, you can install any combination of components on any computer. Note the following about product selection:
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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. See Chapter 2, Preparing for Installation. For Troubleshooting tips, see Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide 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. You can install only Smart View Client or Smart View with Visual Explorer Client, not both, at the same time. If you selected New Installation, and you have already installed this release of a product, the product is unavailable in the Product Selection page, except for Essbase. (You can install multiple instances of Essbase. See Installing Additional Instances of Essbase Server on page 62.) In some cases, a component is selected, but is unavailable (you can't deselect it), because it is required for another selected component. You cannot install 32-bit components on a 64-bit system on which 64-bit components are already installed. You must install the 32-bit components on another system or install all of the 32-bit components on a 32-bit system. Specifically FDM (32-bit) and Strategic Finance (32-bit) cannot be deployed on the same computer where Financial Management (64-bit) and Performance Management Architect (64-bit) are deployed. On 32-bit platforms, all EPM System products can co-exist.
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Figure 1
Choose Components By Tier
The following table describes the options if you select Choose Components by Tier.
Table 6
Choose Components By Tier Installation Options Details EPM System Installer automatically selects all product components available for installation on the selected tier. Components are available for installation if you downloaded the installation assemblies and extracted them to the proper /assemblies directory. The EPM System Installer automatically selects any required components for the selected product. You can choose to install all the products you want on a particular machine at one time. EPM System Installer installs them in the correct order. EPM System Installer prompts you if a dependent component must be selected. Note: A component with a version number or Re-install next to it indicates that it has already been installed. Select a different installation type to install the component. Tip: Click a cell to see a description of your selection in the box at the bottom of the window.
Action To install by tier, select the deployment tier to install Client, Web app, or Services. Clear any products that you do not want to install for the selected tier.
Clear the deployment tiers that you do not want to install on this machine. Hide/Show unavailable products.
When you deselect a tier, EPM System Installer deselects all products and components for that tier.
To see only products for which installation assemblies are available, select Hide Unavailable Products. To see all products, select Show Unavailable Products.
55
Figure 2
Choose Components Individually
The following table describes the options if you select Choose Components Individually.
Table 7
Choose Components Individually Installation Options Details You can expand and collapse the entries to select or clear specific options for each product and component. Select Check all to select all the products, or Uncheck all to clear all the products. To see only products for which installation assemblies are available, select Hide Unavailable Products. To see all products, select Show Unavailable Products.
Action Select the products and product components to install. Uncheck all / Check all Hide/Show unavailable products.
If you are installing additional instances of Essbase, see Installing Additional Instances of Essbase Server on page 62.
Confirmation
Review the summary of products to be installed. If necessary, click Back and make
corrections. Click Next to begin the installation. EPM System Installer warns you if there is insufficient disk space. The Install Type column notes one of the following:
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Install if this is a new installation. Re-install if this is a reinstallation of the same release of this EPM System product. Maintenance if this is a maintenance installation to move from EPM System products Release 11.1.1.0, 11.1.1.1, 11.1.1.2, or 11.1.1.3 to Release 11.1.1.4.
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To save your installation selections to perform the same installation on another computer, or to use as the basis for a response file for silent installation, see Saving Installation Selections on page 57.
Saving Installation Selections

If you plan to install this same set of components to the same named Hyperion home directory location on another computer, you can save the installation selections in a file. You can then load the selections on another computer during installation to prepopulate EPM System Installer pages for Destination and Product Selection.
To save the installation selections, click Save, browse to a location, specify a file name, and
click Save. This procedure creates an editable file that can be used as the basis for a response file for silent installation. For information about using a response file, see Loading Saved Selections on page 59.
Progress
To cancel the installation, click Cancel.
EPM System Installer starts to display the progress indicator after it has prepared 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. When you click Cancel, EPM System Installer waits until the current assembly completes installing and then stops. It does not undo installations for assemblies that were already installed. Use EPM System Uninstaller to remove assemblies that were installed. See Chapter 10, Uninstalling EPM System.
Note: Creating Oracle Inventory sets up infrastructure for future service fixes.
Summary
Review the installation summary, and then click Configure to launch EPM System
Configurator or click Finish to close EPM System Installer. 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 HYPERION_HOME/ logs/install. There is a log file for each assembly, named product-install.log; for example, hss-install.log, and a log file for installation, installTool-install.log.
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For more information about configuring EPM System products, see Chapter 4, Configuring EPM System Products. After you install and configure the products, start the services as described in Chapter 5, Starting and Stopping EPM System Products. You can then use EPM System Diagnostics to validate that the installation was successful and that the components are communicating. See Chapter 6, Validating the Installation.
Performing Silent Installations

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.
Note: You can also perform a silent installation if you are applying a maintenance release.
To enable silent installation, record your installation settings in a response file. You can then run a silent installation from the command line, using the installation options that were saved in the response file.
To record installation settings and run a silent installation:

1 2
Navigate to the directory that contains EPM System Installer. From a command line, run a command:
installTool.cmd -record filename
for Windows or
installTool.sh -record filename
for UNIX, where filename includes an absolute path or file name for the response file. The file is saved in XML format, but you do not have to save the file with a .xml extension. EPM System Installer launches.
Tip: The first page of EPM System Installer might open hidden behind other windows (if
you navigate away from the EPM System Installer window, or try to reposition the initial window). Press Alt+Tab to switch to the first page of the wizard.
Proceed through EPM System Installer, specifying the options that you want to record. For additional information about installation options, see Installing EPM System Products on page 49.
Installation options are recorded in the response file, which is in XML format. You can modify the response file later to change installation options. You are now ready to run the installation in silent mode.
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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From the command line, enter a command:

installtool.cmd -silent filename
for Windows or
installtool.sh -silent filename
for UNIX. The installation runs in the background.

Note: Silent response files are not compatible between EPM System Release 11.1.1.0, Release
11.1.1.1, and 11.1.1.2. If you created silent response files for use with EPM System Release 11.1.1.0 or 11.1.1.1, you must re-create them for use with EPM System Release 11.1.1.2. If you are applying the maintenance release to go to Release 11.1.1.4, you need to re-create silent response files only if you are installing ERP Integrator.
Loading Saved Selections

You can also record installation settings from within EPM System Installer.
To record installation settings, during installation, on the Installation Confirmation page,

click Save, browse to a location, specify a file name, and click Save. The file is saved in the same format as for silent installations.
To play back the installation using the same installation destination and product component
selections, start EPM System Installer, and on the Destination page, click Load, browse to the saved selections file, and click Open.
Modifying Response Files

After you create 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 Hyperion home directory and keep only the product components you want to install on this machine.
To modify a response file:

1 2
Open the response file in any text editor. The file is in XML format. Edit the file using the following options.
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<HyperionHome>Location of the Hyperion home directory. <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 quotes, as they
are XML attributes.
Performing Silent Installations
59
<ProductComponent name>The component of the product. Enclose component
names in quotes, because they are XML attributes.

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<InstallTier>The installation tier for the component installation (Client, Service,
WebApplication).
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<Component> The services to install.
Save the file in XML format.
Installing EPM System Clients

Some EPM System clients are installed with EPM System Installer. However, the following client products have their own installers:
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Smart View Oracle Essbase Spreadsheet Add-in
For information about the files to download, see Chapter 2, Preparing for Installation.
Tip: If you are installing EPM System clients using Terminal services, switch your session to installation mode before you run any client installers (change user /install).
Installing Smart View

To install Smart View:
1 2
Ensure that Microsoft Excel is installed with the Visual Basic Option. Choose a method:
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From eDelivery, download Smart View. If you are licensed to use Visual Explorer, the filename is smartviewHVE.exe. Otherwise, it is smartview.exe. If you have installed and configured EPM Workspace, you can launch the Smart View installer from within EPM Workspace. Select Tools, then Install, and then Smart View.
3 4
Proceed through the installation wizard, and when installation is complete, click Finish. Smart View is displayed the next time you open a Microsoft Office application. Visual Explorer licensees only: To make Visual Explorer available to users, copy smartviewHVE.exe to the following location and rename it to smartview.exe: HYPERION_HOME/common/epmstatic/wspace/SmartView
Tip: Rename the existing smartview.exe file before performing this step.
Administrators can enable silent installations installations that do not require settings to be specified each time for Smart View. The silent installation command can be included in scripts to automate installation.
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To run silent installations:

1 2 3
Open a command line prompt. Navigate to the directory of the Smart View installer. Run one of the following commands:
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To install in the default directory, run SmartView.exe /s /v"/qn URL=http://

server:19000/workspace/SmartViewProviders"
To install in another directory, run SmartView.exe /s /v"/qn INSTALLDIR=targetPath", for example, SmartView.exe /s /v"/qn
INSTALLDIR=D:\SmartView"
To run silent installation and log the installation sequence, run SmartView.exe /s / v" /qn /l*c log,. For example: SmartView.exe /s /v" /qn /l*c C:
\sv_silent_install.log"
For Visual Explorer users, replace SmartView.exe with SmartViewHVE.exe in the command line.
Installing Spreadsheet Add-in

To install Spreadsheet Add-in:
1 2
Ensure that Microsoft Excel is installed with the Visual Basic Option. Download Essbase-ExcelAddin-11114.zip from E-Delivery, unzip the file to a temporary location, and launch Spreadsheet Add-in.exe.
If you are installing Spreadsheet Add-in using Remote Desktop, install using an admin console session. (Launch Remote Desktop using mstsc /admin or mstsc /console). If you are using Spreadsheet Add-in as a Power User instead of as an Administrator, you must manually set ESSBASEPATH. If the HYPERION_HOME environment variable is defined, Spreadsheet Add-in is installed in HYPERION_HOME/products/Essbase/EssbaseClient by default. If the HYPERION_HOME environment variable is not defined, Spreadsheet Add-in is installed in HYPERION_HOME/ products/ExcelAddin by default. The Spreadsheet Add-in installer creates a start menu item: Oracle, Essbase, Essbase Client.
To run silent installations for Spreadsheet Add-in:

1 2 3
Open a command line prompt. Navigate to the directory of the Spreadsheet Add-in installer. Run the following command:
Spreadsheet Add-in.exe" /S /v"/qn INSTALLDIR=targetPath FOR_CURRENT_USER=user /l*v log"
where:
Installing EPM System Clients
61
targetPathThe installation directory. The default value is c:/Oracle/Middleware/ EPMSystem11R1. If the HYPERION_HOME environment variable is defined, this value is ignored.
userSpecify 1 to install Spreadsheet Add-in for all users or 2 to install Spreadsheet
Add-in for the current user only. The default value is 1.

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logThe path for log files.
For example:
Spreadsheet Add-in.exe" /S /v"/qn INSTALLDIR=C:\Oracle\ FOR_CURRENT_USER=1 /l*v C:\ESS_install.log"
Installing Additional Instances of Essbase Server

You can install multiple instances of Essbase Server on one computer. Additional instances are installed in the same Hyperion home directory and share the same Shared Services. Complete the installation and configuration of the first instance before you proceed. To install an additional instance of Essbase Server, choose New Installation in EPM System Installer. The destination directory for the installation is updated with n. For example, if the first instance of Essbase Server is installed in HYPERION_HOME/products/essbase, the second installation directory is HYPERION_HOME/products/essbase-2.
Note: The additional installation is a separate installation of Essbase Server and does not share
the security configuration or objects of other Essbase Server installations on the same computer. When multiple instances of Essbase Server are installed on one computer, you must specify a different port number and port range for each instance. By default, the first instance of Essbase Server uses port number 1423, which you specify in EPM System Configurator. Specify a different port number and port range for each additional instance during configuration with EPM System Configurator. See Configuring and Starting an Additional Instance of Essbase Server on page 95.
Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2
Once EPM System is upgraded to Release 11.1.1.4, you can upgrade the Windows operating system to Windows Server 2008 or Windows Server 2008 R2 based on standard operating system procedures. In some cases, it is desirable to re-image the box during this process. The following steps highlight this procedure.
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Step 1: Back Up Data and Binaries from the Source Machine(s)

In each 2003 source machine, do the following: 1. Shut down all EPM System services and use the Windows Task Manager to validate that the processes are shut down. 2. Back up the content of HYPERION_HOME and other directories on the machine where EPM System data files reside. For example, the location of Essbase databases and reports definitions. 3. In the Home directory of the user who installed EPM System on the source machine, back up .oracle.products and set_hyphome_1.bat . 4. If Essbase Server or Integration Services are deployed on this machine, get a list of the ODBC data sources. To get a list of the data sources, open the Control Panel, select Administrative Tools, and note all the DSNs. The ODBC data sources must be recreated on the re-imaged machine. 5. Make a note of all customized environment variables in the source machine (such as ess_css_jvm_option1 or ess_jvm_option1 for Essbase). The environment variables must be recreated on the re-imaged machine.
Step 2: Re-image the Machine(s) to Windows Server 2008 or Windows Server 2008 R2
The following restrictions apply:
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If the source operating system is 32 bit, the new operating system must be 32 bit. If the source operating system is 64 bit, the new operating system must be 64 bit. The new servers host name must be the same as the source server's host name. The drive names and the space on the drives must match between the source and target.
Step 3: Prepare the Machine for EPM System Deployment

To prepare the machine for EPM System deployment:
1 2
Restore the data backed up in Step 1 to the re-imaged machine.
The data must be restored to the same location as the source.

Replicate the DSNs from the source machine to the re-imaged machine and recreate the ODBC data sources.
For Essbase or Integration Services, if you are using data sources on the source in the form of a DSN, the same DSN must be available and configured on the re-imaged machine.
Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2
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3 4
On the re-imaged machine, redefine Windows environment variables you noted on in Step 1 (for example, ess_css_jvm_option1, ess_jvm_option1). If Smart View was installed on the source system, re-install Smart View on the re-imaged machine.
Step 4: Repair the Deployment and Restart EPM System

Complete these steps:
1
Run EPM System Installer and select Re-install this release.
The same set of products installed in the target server will be available for repair in the new server. All these products must be repaired.
2 3 4
Use EPM System Configurator to re-configure the environment, including database configuration and application server deployment. Re-use the databases on the Database panels. Start EPM System. Use EPM System Diagnostics to validate the configuration.
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4
In This Chapter
Configuring EPM System Products
About EPM System Configurator..........................................................................65 Satisfying Initial Requirements ...........................................................................66 Configuration Sequence...................................................................................67 Product Configuration Task Summary ....................................................................69 Using EPM System Configurator ..........................................................................72 Performing Silent Configurations ....................................................................... 107 Setting Up the Shared Services Registry Without Installing Shared Services ...................... 108 What Happens During Configuration ................................................................... 109 Troubleshooting Configuration .......................................................................... 109
About EPM System Configurator

EPM System Configurator is installed with the first EPM System product installed on a computer and is used to configure all products installed on the computer. Use EPM System Configurator on each computer to which EPM System products are installed. (The Client tier does not require configuration.) EPM System Configurator provides these tasks for configuration and reconfiguration of EPM System products. Not all tasks are required for all products.
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Configure Database for Shared ServicesThe database that you configure for Shared Services, which holds the Shared Services Registry. Common SettingsEPM System Configurator displays the Common Settings page once on each machine you configure. Configure Product OptionsTo comply with your license agreement, select the product features that you are authorized to use. Configure Database for productsTo store and retrieve application data in a database. Deploy to Application ServerTo deploy the application to a Web application server. Product-specific configuration tasks for products that require it.
Note: EPM System Configurator also registers products with Shared Services during
configuration. You do not need to select this task; all products that require it are automatically registered.
About EPM System Configurator
65
Use the configuration worksheets throughout this chapter to plan your configuration and to document the configuration steps for your company if required for disaster recovery. EPM System Configurator creates a preprovisioned user called admin that enables you to log on to Shared Services after configuration using admin/password to create and provision users. Oracle recommends that you change this password immediately in Oracle's Hyperion Shared Services Console.
About the Shared Services Registry

The Shared Services Registry is part of the database that you configure for Shared Services. Created the first time you configure EPM System products, the Shared Services Registry simplifies configuration by storing and re-using the following information for most EPM System products that you install:
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Initial configuration values such as database settings and deployment settings The computer names, ports, servers, and URLs 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. See Oracle Hyperion Enterprise Performance Management System Lifecycle Management Guide.
Satisfying Initial Requirements

The following table describes the tasks to perform if you are using EPM System Configurator for the first time.
Table 8
Configuration Requirements Reference System requirements in the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html) and Installation Planning Checklist in Oracle Hyperion Enterprise Performance Management System Installation Start Here Using EPM System Configurator on page 72
Task Satisfy system and product-specific requirements. Gather the information you need to configure products. Install a Java application server and a Web server if required for your product.
Application server documentation, and additional information in Oracle Hyperion Enterprise Performance Management System Installation Start Here
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Task Prepare a relational database to use for storage.
Reference Relational database documentation, and additional information in Oracle Hyperion Enterprise Performance Management System Installation Start Here
Configuration Sequence
In general, for a new installation, Oracle recommends that for each machine, you configure all EPM System products at the same time for the products installed on the machine. By default, EPM System Configurator preselects all products for you. Shared Services must be installed and configured for other products to configure successfully. The configuration sequence for various deployment scenarios is described in the following sections.
Note: 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. In some cases you might want to configure separate databases for products. If you have already configured EPM Workspace and you deploy any additional products that are in EPM Workspace, you must run EPM System Configurator again and select the EPM Workspace Configure Web Server task. In this release, the following products and components are integrated in EPM Workspace:
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EPM Workspace Financial Reporting Web Analysis Financial Management FDM Performance Scorecard Planning Performance Management Architect Profitability and Cost Management Calculation Manager ERP Integrator Oracle Business Intelligence Publisher Oracle Business Intelligence Enterprise Edition
Optional: The following products are not integrated in EPM Workspace, and although not required in most cases, Oracle recommends that you configure the Web server for these products using EPM Workspace Web server configuration.
Configuration Sequence
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Shared Services Administration Services Provider Services
Note: For drill through functionality, you are required to configure the Web server for these
products using EPM Workspace Web server configuration. If you do not want to use EPM Workspace Web server configuration for these products, see the Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide. The following two optional administrative tasks have a required sequence:
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Before you configure Performance Management Architect interface datasources, first configure and deploy Shared Services and Performance Management Architect. Shared Services must be running. Before you configure Planning clusters (select the Planning task Planning Cluster Management), first configure and deploy Shared Services. Shared Services must be running.
Configure the following products after you have completed all the configuration tasks using EPM System Configurator:
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Data Relationship Management. See the Oracle Hyperion Data Relationship Management Installation Guide. FDM. FDM has only one task in EPM System Configurator. It registers the FDM Web server in the Shared Services Registry. The remainder of the configuration is done in FDM. See the Oracle Hyperion Financial Data Quality Management Configuration Guide. Oracle's Hyperion Data Integration Management. See the Hyperion Data Integration Management Installation Guide.
Note: If you want to install Essbase in standalone mode (not using Shared Services), you can
skip the installation for Shared Services. However, you must still configure the Shared Services Registry. To configure the Shared Services Registry without installing Shared Services, you run EPM System Configurator from the command line using the forceRegistry option. See Setting Up the Shared Services Registry Without Installing Shared Services on page 108.
Configuring Products in a Single-Machine Environment

Oracle recommends that for each machine, you configure all EPM System products at the same time for the products installed on the machine. If you are configuring multiple products on a machine simultaneously, EPM System Configurator configures them in the correct order. Shared Services must be installed and configured for other products to configure successfully. After you have completed configuration, perform the postconfiguration tasks required for your product. See Chapter 7, Performing Postconfiguration Tasks.
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Configuring Products in a Distributed Environment

Configure the products on the machine on which you installed Shared Services first, and ensure that Shared Services is running. Shared Services must be installed, configured, and running for other products to configure successfully. Then, for each machine in the deployment, configure all EPM System products at one time for the products installed on the machine. After you have completed configuration, perform the postconfiguration tasks required for your product. See Chapter 7, Performing Postconfiguration Tasks.
Configuring Products in an SSL-Enabled Environment

If you are configuring EPM System products for SSL, configure in this order: 1. Configure Shared Services first. To configure Shared Services, select the Foundation tasks on the Product Selection page of EPM System Configurator: Common Settings, Configure Database, Deploy to Application Server. On the Common Settings page, select Enable SSL for communications. 2. Set up Shared Services for SSL. See Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide. 3. Make sure Shared Services is running. 4. Configure the rest of the EPM System products. 5. Set up other EPM System products for SSL. See Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide.
Product Configuration Task Summary

The following tables summarize the configuration tasks for each product. All products are automatically registered with Shared Services during configuration. EPM System Configurator displays the Common Settings page once on each machine that you configure. Clients do not require configuration and are not included in these tables. The following table summarizes the configuration options available for Foundation Services products.
Table 9
Foundation Services Configuration Task Summary Product Options Configure Database X X Deploy to Application Server X X Product-specific Configuration Tasks Post-configuration Tasks X (Optional)
Shared Services Calculation Manager
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Product Options Performance Management Architect EPM Workspace
Configure Database X (Windows only)
Deploy to Application Server X
Product-specific Configuration Tasks X (Optional)

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Post-configuration Tasks X
Interface Datasource Configuration (Windows only) X (Optional) Configure Web Server
X
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The following table summarizes the configuration options available for Essbase products.
Table 10
Essbase Product Configuration Task Summary Product Options Configure Database Deploy to Application Server Product-specific Configuration Tasks X
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Post-configuration Tasks X (Required for UNIX)
Essbase
Essbase Custom Configuration X
Administration Services
X (Required only if you are using Business Rules with Planning or Log Analyzer features)
Provider Services Smart Search Command Line Utility Essbase Studio X (Required for Essbase Studio catalog)
X X
X (Optional)
Integration Services
The following table summarizes the configuration options available for Reporting and Analysis products.
Table 11
Reporting and Analysis Product Configuration Task Summary Product Options Configure Database Deploy to Application Server X Product-specific Configuration Tasks X
l l
Postconfiguration Tasks X
Reporting and Analysis
Note: You configure the Reporting and Analysis database through EPM Workspace.
Service Configuration Configure Financial Reporting Server
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The following table summarizes the configuration options available for Financial Performance Management Applications products.
Table 12
Financial Performance Management Applications Product Configuration Task Summary Product Options Configure Database X Deploy to Application Server Product-specific Configuration Tasks Postconfiguration Tasks X Configure DCOM Configure Application Server Configure Application Cluster Register Application Servers/Cluster Configure Web Server (Optional) Configure Data Source for Extended Analytics X X (Optional)
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Financial Management (All configuration tasks are Windows only)
X
l l l l l l
Performance Scorecard Planning X
X X
X X
Manage Planning Clusters
Profitability and Cost Management Strategic Finance (All configuration tasks are Windows only) X
X
l l
X Configure Data Folder WebServices Configuration
The following table summarizes the configuration options available for Data Management products.
Table 13
Data Management Product Configuration Task Summary Product Options Configure Database Deploy to Application Server Product-specific Configuration Tasks X
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Post-configuration Tasks X
FDM (All configuration tasks are Windows only) ERP Integrator Data Relationship Management X X
Configure FDM Server X X
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Using EPM System Configurator

Run EPM System Configurator on each computer hosting the products to configure or reconfigure. For a list of characters supported during configuration with EPM System Configurator, see Characters Supported for Installation and Configuration on page 48.
Note: On Windows machines, run EPM System Installer and EPM System Configurator as an administrator. On UNIX machines, do not use the root user to install and configure.
Install and configure as the same user for all EPM System products. On UNIX systems, if you are using Oracle Application Server, you must install and configure EPM System products using the same user you used to install Oracle Application Server. If you are using Windows 2008, install with UAC disabled (see Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 on page 62).
To configure EPM System products:

1
Choose a method to launch EPM System Configurator:
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On the last page of EPM System Installer, click Configure. From the Start menu, select Programs, then Oracle EPM System, then Foundation Services, and then EPM System Configurator. Double-click configtool.bat from HYPERION_HOME/common/config/ version_number. From a Windows console, change to HYPERION_HOME/common/config/ version_number, and then enter startconfigtool.bat -console. Create a silent configuration response file. See Performing Silent Configurations on page 107. On UNIX, change to HYPERION_HOME/common/config/version_number and then type ./configtool.sh. On UNIX, change to HYPERION_HOME/common/config/version_number and then type ./configtool.sh console
Review and complete each page of EPM System Configurator, clicking Next to move to the next page.
The following table provides links where you can find more details about each page of EPM System Configurator.
Page Task selection Shared Services and Registry database configuration
Reference Task Selection on page 74 Ensure that the database is started and that you have created a database as described in Preparing a Database in Oracle Hyperion Enterprise Performance Management System Installation Start Here. Enter the information as described in Shared Services and Registry Database Configuration on page 75.
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Page EPM System common settings Enable separately licensed product options Configure database
Reference EPM System Common Settings on page 77
Select the product features that you are authorized to use based on your license agreement. See Enable Separately Licensed Product Options on page 76 and Chapter 11, License Compliance
Ensure that the database is started and that you have created a database as described in Preparing a Database in Oracle Hyperion Enterprise Performance Management System Installation Start Here. Enter the information as described in Database Configuration on page 78.
Application server deployment Product-specific configuration tasks
Enter the information as described in Deploy to Application Server on page 80. Note: For simplicity, Oracle recommends that you use the same application server, and domain or profile, for all products that you install. For detailed procedures to configure each product, see the sections:
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EPM WorkspaceSpecific Configuration Tasks on page 88 Performance Management ArchitectSpecific Tasks (Optional) on page 91 EssbaseSpecific Tasks on page 93 PlanningSpecific Tasks (Optional) on page 95 Financial ManagementSpecific Tasks on page 97 Reporting and AnalysisSpecific Tasks on page 105 Strategic FinanceSpecific Tasks on page 106 FDMSpecific Configuration Tasks on page 106
Confirm the configuration tasks to complete, and then click Next.
EPM System Configurator displays the status of the configuration process. Configuration time depends on the products and tasks that you selected. Progress is recorded in
HYPERION_HOME/logs/config/configtool.log
When configuration finishes, the status of each task is displayed. Configuration results are noted in HYPERION_HOME/logs/config/configtool_summary.log.
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Click Task Panel to return to the Task Selection page to complete additional configuration tasks. Optional: After you configure all the products on this machine, to validate the installation, click Validate. See Chapter 6, Validating the Installation.
On Windows machines, if you selected Create Windows Services for configured components, the services are started at the completion of the configuration.
Note: The OpenLDAP service (OpenLDAP-slapd) and Hyperion Financial Management
- Management Service" must be started manually.
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Essbase Studio does not have a Windows service. Use the .bat files to start it manually. On UNIX machines, the services are started at the completion of the configuration.
Click Finish.
If configuration is successful, perform any required postconfiguration tasks. See Chapter 7, Performing Postconfiguration Tasks. Terminating configuration for a particular product does not terminate the entire process. Configuration continues for the other products. EPM System Configurator displays error messages on a summary page after the configuration process completes. If errors are displayed, perform these tasks:
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Review the log files. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide for information about resolving configuration issues.
Task Selection
Select the products and tasks to configure for this machine, or click Next to select all the
required tasks. If you installed multiple instances of Essbase, choose the instance that you want to configure. The instances appear in the Task Selection page as Essbase and Essbase-n. Note the following about task selection:
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In a new installation all required tasks are selected by default. You can clear tasks you want to perform later. Select Check All or Uncheck All to quickly select or deselect all tasks. You cannot deselect mandatory tasks, which are selected by default. If the task is unavailable (grey) and selected (checked), the task will be performed and you cannot deselect it. 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.
For ease of deployment and simplicity, you can use one database for all products, which is the default when you configure all products at the same time.
Caution!
To use a different database for each product, perform the Configure Database task separately for each product. In some cases you might want to configure separate databases for products. Consider performance, roll-back procedures for a single application or product, and disaster recovery plans.
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If you are applying the maintenance release, you do not need to configure the database, and registration with Shared Services is not performed. (Essbase Studio is an exception. For Essbase Studio, configure the database if you are applying the maintenance release, and select Connect to a previously configured database.)
Shared Services and Registry Database Configuration

Specify the settings for the Shared Services and Shared Services Registry database.
The first time you configure EPM System products, you configure a database for use by Shared Services, which includes the Shared Services Registry. When you configure the Shared Services 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 choose whether to use the detected database or create a database. For a list of supported databases, see the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperionsupported-platforms.html). For database prerequisites for this release, see Oracle Hyperion Enterprise Performance Management System Installation Start Here. You can use Windows Authentication for SQL Server connections if you use Microsoft SQL Server database. See Setting Up Microsoft SQL Server Windows Authentication on page 79. For more information about the Shared Services Registry, see About the Shared Services Registry on page 66.
Note: This task assumes that you have already created the database. If you have not yet created
a database, see Preparing a Database in Oracle Hyperion Enterprise Performance Management System Installation Start Here. If you uninstalled EPM System products Release 11.1.1.0 or Release 11.1.1.1 and then reinstall into the same location, you cannot re-use the Shared Services and Shared Services Registry database. The following table describes options for Shared Services and Registry Database configuration.
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EPM System Configurator Fields Connect to a previously configured Shared Services database/ Perform 1st-time configuration of Shared Services database
Description When you first configure Shared Services, choose 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. 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, choose 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.
Your Information
Database Type Server Port Service Name or SID, or Database Name Username Password
Select the database type. Specify the name of the database server where the Shared Services database should be created. Select the default or specify a custom Shared Services server port number on which the database listens. Specify the name of the Shared Services database. If you are using an Oracle RAC database, specify the RAC service name. Enter the name of the database user. Enter the password of the database user. Note: If the password changes, reconfigure as described in Chapter 8, Reconfiguring EPM System Products.
Advanced options (Optional)
Click to specify additional information. For more information on these options, see Advanced Options for Database Configuration (Optional) on page 79. You can use this option to configure Oracle RAC.
Note: EPM System Configurator configures the Shared Services database when you click Next.
If you later have to click Back, you must select Connect to a previously configured Shared Services database and reenter the Shared Services database information.
Enable Separately Licensed Product Options

Select the product features that you are authorized to use based on your license agreement.
For some products, this step enables you to select only those product features that you have purchased. The features available depend on your purchase and licensing agreements. For information, see Chapter 11, License Compliance.
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You specify product options only for the following products:

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Planning. For Planning, you can select Capital Asset Planning or Workforce Planning if you are licensed to use those modules. Selecting these options enables features for those modules. Strategic Finance. For Strategic Finance you can select Strategic Finance for Banking if you are licensed to use it.
The following table describes options for Product Options configuration.

EPM System Configurator Product/Options Description Select the product components that you are licensed to use. Your Information
EPM System Common Settings

Specify settings for all products on all machines that have been identified in the Shared
Services Registry so far, or click Next to accept the default values. If you configure on another machine and change any of these options, your new selections 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. The following table describes options for common settings configuration.
EPM System Configurator Fields Create Windows Services for configured components (Windows only) Enable SSL for communications Description Select to configure each service as a Windows service that starts automatically when you start Windows. Your Information
Select to enable SSL communication for all Web applications. If this option is selected, URLs are in the form https. If you enable SSL, in the EPM Workspace Web server configuration page, you must select SSL Enabled and then specify the SSL port used by the Web server. See Configure EPM Workspace Web Server on page 88. 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 SSL Configuration Guide for more information. If you want to change from an SSL-enabled environment to a non-SSL-enabled environment or vice versa, see Reconfiguring for SSL on page 161. Modifying this option is not sufficient.
SMTP Mail Server
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. Specify the administrator's e-mail address to use for notifications.
Admin Email
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EPM System Configurator Fields SMTP Server requires authentication User Name Password
Description Specify whether the SMTP server requires authentication, and then specify a user name and password. Specify the user name for the SMTP server. Specify the password for the SMTP server.
Your Information
Database Configuration
Specify the database settings to use for the products that you selected on the Task Selection
page. For ease of deployment and simplicity, for a new installation, you can use one database for all products, which is the default when you configure all products at the same time. To use a different database for each product, perform the Configure Database task separately for each product. In some cases you might want to configure separate databases for products. Consider performance, roll-back procedures for a single application or product, and disaster recovery plans. See Oracle Hyperion Enterprise Performance Management System Installation Start Here. When you configure EPM System products to use a database, EPM System Configurator ensures that the database is connected and is a supported database type. For a list of supported databases for this release, see Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html). Ensure that the database is set up as described in Preparing a Database in Oracle Hyperion Enterprise Performance Management System Installation Start Here. The first time you configure, a default database name is displayed. Change the defaults to match the name of the database and user you already created. Note the following about database configuration:
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A database type might not be available if one of the selected products doesnt support it. In this case, configure this product separately. See the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/ hyperion-supported-platforms.html) for a list of supported databases for each product.
The following table describes options for database configuration.
EPM System Configurator Fields Database configuration for the following products
Description Confirm the list of products for which you want to configure the database. The list displayed depends on the products 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.
Your Information
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EPM System Configurator Fields Connect to a previously configured database/ Perform 1st-time configuration of database Database type Server Port Service Name or SID, or Database Name Username Password
Description Select a configured database, or specify the name of a new database to configure. Note: This task assumes that you have created the database. If you have not created a database, see Preparing a Database in Oracle Hyperion Enterprise Performance Management System Installation Start Here. Select the database type. Specify the name of the computer or server hosting the database. Select the default or specify a custom server port number on which the database listens. Specify the name of the database. If you are using an Oracle RAC database, specify the RAC service name. Enter the database user name. Enter the database user password. Note: If the password changes, reconfigure as described in Changing Repository Passwords on page 163.
Your Information
Advanced Options (Optional)
Click to specify additional information. See Advanced Options for Database Configuration (Optional) on page 79. You can use this option to configure Oracle RAC.
You can use Windows Authentication for SQL Server connections if you use Microsoft SQL Server database. See Setting Up Microsoft SQL Server Windows Authentication on page 79.
Setting Up Microsoft SQL Server Windows Authentication

To set up Windows authentication for a SQL Server connection:
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Configure SQL Server to use Windows authentication. Grant your Windows account appropriate access to your database. From the configuration task list, select Configure Database. From the database list, select SQL Server. Specify all database information except for Username and Password.
Advanced Options for Database Configuration (Optional)

The following table describes advanced options for database configuration.
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EPM System Configurator Fields JDBC URL
Description Enter additional attributes for the connection. See Appendix D, JDBC URL Attributes for additional information. If you enter a JDBC URL, it overrides the values you entered in the database configuration page.
Your Information
Additional configuration for Oracle Data Tablespace Enter the name of an existing tablespace used to store table data. The data tablespace is the logical portion of the database used to allocate storage for table data.
Additional configuration for Financial Management Database Connection Link (UDL) Accept the default or specify a different UDL file. The Database Connection Link (UDL) defines the database connection information for Financial Management applications. EPM System Configurator provides a default UDL file for use with Financial Management. Specify the number of maximum pooled relational database connections for the application, or use the default value of 40. Financial Management requires approximately 25 relational database connections per application. For more information about pooled database connections, see Appendix E, Database Information for Financial Management. Encrypt UDL Specify whether to encrypt the UDL file. Oracle recommends that you encrypt the UDL file. See Encrypting UDL Files on page 213.
Number of pooled DB connections
Deploy to Application Server

Select the application server and deployment type.
Note the following information about deploying:
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You can deploy multiple products to one application server, in a single profile (WebSphere) or domain (Oracle WebLogic Server). For simplicity, Oracle recommends that you use the same application server, and domain or profile. A Web application server might not be available if one of the selected products doesnt support it. In this case, configure this product separately. See the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/ products/bi/hyperion-supported-platforms.html) for a list of supported Web application servers for each product. EPM Workspace and the application being integrated must be deployed to the same Web application server type. For example, if EPM Workspace is deployed to Oracle Application Server, Performance Management Architect must also be deployed to Oracle Application
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Server. If an application being integrated does not support the EPM Workspace Web application server, you can redeploy EPM Workspace to a commonly supported Web application server (WebLogic Server), or perform a separate deployment.
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If you are implementing a custom authentication module, you must include its Java archive (.jar) in the EPM Product classpath. The most reliable method of adding the custom authentication module Java archive to a J2EE Web application classpath is to add it to the classpath in the enterprise or Web archive (.ear or .war) of an application before you deploy it. See the Oracle Hyperion Enterprise Performance Management System Security Administration Guide for detailed procedures to perform before you run EPM System Configurator.
Note the following information about automatic deployment:

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Only 32-bit application servers are supported for auto-deployment. For products that support it, to deploy to 64-bit application servers, install the 64-bit binaries for those products using the Choose components individually option in EPM System Installer and then follow the manual deployment instructions in Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide.
Note the following information about manual deployment:

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Run EPM System Configurator on each application server machine. Select the Manual option in the Web application server deployment page. You must perform this step to update the Shared Services Registry and lay down the .ear and .war files. Specify the correct hostname and port information. If necessary, use the advanced Set Up option to configure access using a logical address.
See the Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide for deployment procedures for each application server and product. The following table describes options for application server deployment configuration.
EPM System Configurator Fields Select Server: Automatic/ Manual Description Your Information
Select the Web Application Server you installed, and then specify whether you want to deploy automatically or manually. If you select Embedded Java Container, you can deploy only automatically. If you are deploying your product to one application server, decide between these deployment options:
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AutomaticDeploys all files to the application server. In most cases, no other deployment tasks are required. ManualEPM System Configurator places the necessary Web archives (EAR or WAR) in directories to enable manual deployment at a future time.
If you select Manual, see the Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide for details.
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Note: For information about preparing the application server, see Oracle Hyperion Enterprise
Performance Management System Installation Start Here.
Application Server Deployment: Oracle Application Server

Specify the application server options, or click Next to accept the default entries.
EPM System Configurator creates a group for each deployed Web application, with the same name as the Server. The following table describes options for Oracle application server deployment configuration.
EPM System Configurator Fields Location Description Your Information
Enter the path to the application server installation directory; for example:
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Windows C:/Oracle/product/OracleAS UNIX/Linux /opt/app/oracle/product/OracleAS
Ear/War Name Advanced Set up
Select the components to deploy. Displays the server name. If you have set up a cluster, or plan to set one up, click Set up. See Cluster Setup on page 87. If you do not select Set up, EPM System Configurator adds this deployment to a default cluster with the name Default. For more information about clustering, see Oracle Hyperion Enterprise Performance Management System High Availability Guide. For more information about clustering Shared Services, see the white papers available at http://www.oracle.com/technology/products/bi/resource-library.html.
What Happens During Deployment: Oracle

EPM System Configurator deploys the application to:
HYPERION_HOME/deployments/AppServNameAndVersion
Under this directory, the bin directory contains start and stop scripts for all deployed applications. For each application, there is also a setCustomParamsProduct.bat file (.sh extension for UNIX), where JAVA_OPTIONS can be changed when using start scripts.
Application Server Deployment: Oracle | BEA WebLogic

On WebLogic Server, a default user name and password of hyperion is used to administer the domain. You can manually change the credentials after deploying.
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The following table describes options for WebLogic application server deployment configuration.
EPM System Configurator Fields Location Description Your Information
Enter the path to the application server installation directory. For example:
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Windows c:/bea/weblogic92 UNIX /opt/bea/weblogic92
Domain
Displays the default name of the domain where you access the application. All applications deploy to the same domain. To change the domain name, see What Happens During Deployment: WebLogic Server on page 84. Select the components to deploy. Displays the server name. Accept the default port, or, to change the default, enter a port number that does not conflict with other applications installed on your machine. See Ports in Oracle Hyperion Enterprise Performance Management System Installation Start Here. Note: If you change this port to something other than the default, you must redeploy the EPM Workspace Web application.
Ear/War Name Port
SSL Port
Accept the default port or specify the SSL Port to use for automatic deployment. Specifying this port sets up SSL using the Java application server's default certificates. See the Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide for recommendations on updating the Java application server with a valid certificate. If you are using SSL, you must clear the non-SSL port in your Java application server after configuration to ensure secure communication. See Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide.
Advanced Set up
If you have set up a cluster, or plan to set one up, click Set up. See Cluster Setup on page 87. If you do not select Set up, EPM System Configurator adds this deployment to a default cluster with the name Default. For more information about clustering, see Oracle Hyperion Enterprise Performance Management System High Availability Guide. For more information about clustering Shared Services, see the white papers available at http://www.oracle.com/technology/products/bi/resource-library.html.
Considerations
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You cannot deploy Web applications using EPM System Configurator when the Admin Server port for WebLogic Server has been changed to a non-default port. To deploy using EPM System Configurator, change the Admin server port to 7001 and re-deploy. When applying the maintenance release from Release 11.1.1.3 to Release 11.1.1.4, you must upgrade the WebLogic version to WebLogic 9.2MP4 before running configuration. After you have upgraded to WebLogic 9.2MP4, follow these steps: 1. Update HYPERION_HOME/deployments/WebLogic9/bin/ setDomainEnv.cmd[sh] with the new location of WebLogic, JDK, and JRockit.
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2. Clean WebLogic temp and precompiled JPSs:

HYPERION_HOME/deployments/temp HYPERION_HOME/deployments/WebLogic9/precompiled
3. Install the maintenance release for Release 11.1.1.4 and configure with WebLogic 9.2MP4.
What Happens During Deployment: WebLogic Server

EPM System Configurator deploys each application to the same WebLogic Server domain. The domain is created when the first application is deployed. Each application runs in a separate JVM. EPM System Configurator deploys the application to
HYPERION_HOME/deployments/AppServNameAndVersion.
Under this directory, the bin directory contains start and stop scripts for all deployed applications. For each application, there is also a setCustomParamsProduct.bat file (.sh extension for UNIX), where JAVA_OPTIONS can be changed when using start scripts. To change the default profile directory, modify the deployment directory parameter in weblogic.properties, which is in:
HYPERION_HOME/common/config/9.5.0.0/resources/AppServName/resources. Note: Oracle does not recommended changing other parameters in this file.
Application Server Deployment: WebSphere

The following table describes options for WebSphere application server deployment configuration.
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EPM System Configurator Fields Location
Description
Your Information
Enter the path to the application server installation directory.

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For example, WebSphere Base:

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Windows c:/WebSphere/AppServer UNIX /opt/WebSphere/AppServer Windows c:/IBM/WebSphere/Express61/AppServer UNIX /opt/IBM/WebSphere/Express61/AppServer
For example, WebSphere Express:

m m
If disk space is inadequate, EPM System Configurator places java.io.tempdir in HYPERION_ HOME/temp. After deployment, the temp directory is deleted. Profile Displays the name of the profile where you access the application. By default, all applications deploy to the same profile. To change the profile name, see What Happens During Deployment: WebSphere on page 85. Select the components to deploy. Displays the server name. Accept the default port, or, to change the default, enter a port number that does not conflict with other applications installed on your machine. See Ports in Oracle Hyperion Enterprise Performance Management System Installation Start Here. Note: If you change the default SSL Port Accept the default port, or specify the SSL port to use for automatic deployment. Specifying this port sets up SSL using the Java application server's default certificates. See the Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide for recommendations on updating the Java application server with a valid certificate. If you are using SSL, you must clear the non-SSL port in your Java application server after configuration to ensure secure communication. See Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide. Advanced Set up If you have set up a cluster, or plan to set one up, click Set up. See Cluster Setup on page 87. If you do not select Set up, EPM System Configurator adds this deployment to a default cluster with the name Default. For more information about clustering, see Oracle Hyperion Enterprise Performance Management System High Availability Guide. For more information about clustering Shared Services, see the white papers available at http://www.oracle.com/technology/products/bi/resource-library.html.
Ear/War Name Port
What Happens During Deployment: WebSphere

EPM System Configurator deploys each application to the same WebSphere profile. The profile is created when the first application is deployed. Each application runs in a separate JVM. EPM System Configurator deploys the application to
HYPERION_HOME/deployments/AppServNameAndVersion.
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Under this directory, the bin directory contains start and stop scripts for all deployed applications. For each application, there is also a setCustomParamsProduct.bat file (.sh extension for UNIX), where JAVA_OPTIONS can be changed when using start scripts. To change the default profile directory, modify the deployment directory parameter in websphere.properties in
HYPERION_HOME/common/config/9.5.0.0/resources/AppServName/resources. Note: Oracle does not recommended changing other parameters in this file.
Web Server Plug-ins Directory

If requested, specify the installation location of the Web server plug-ins.
EPM System Configurator displays this page only if it cannot find the plug-ins.
Application Server Deployment: Embedded Java Container

The following table describes options for the Embedded Java Container application server deployment configuration.
EPM System Configurator Fields Ear/War Name Port Description Your Information
Select the components to deploy. Displays the server name. Accept the default port, or, to change the default, enter a port number that does not conflict with other applications installed on your machine. See Ports in Oracle Hyperion Enterprise Performance Management System Installation Start Here. Accept the default port, or specify the SSL port to use for automatic deployment. Specifying this port sets up SSL using the Java application server's default certificates. See the Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide for recommendations on updating the Java application server with a valid certificate. If you are deploying manually, see the Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide. If you are using SSL, you must clear the non-SSL port in your Java application server after configuration to ensure secure communication. See Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide.
SSL Port
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EPM System Configurator Fields Advanced Set up
Description
Your Information
If you have set up a cluster, or plan to set one up, click Set up. See Cluster Setup on page 87. If you do not select Set up, EPM System Configurator adds this deployment to a default cluster with the name Default. For more information about clustering, see Oracle Hyperion Enterprise Performance Management System High Availability Guide. For more information about clustering Shared Services, see the white papers available at http://www.oracle.com/technology/products/bi/resource-library.html.
What Happens During Deployment: Embedded Java Container

EPM System Configurator deploys the application to:
HYPERION_HOME/deployments/AppServNameAndVersion
Under this directory, the bin directory contains start and stop scripts for all deployed applications. For each application, there is also a setCustomParamsProduct.bat file (.sh extension for UNIX), where JAVA_OPTIONS can be changed when using start scripts.
Cluster Setup
If you selected Set up, specify the following:
The following table describes options for cluster setup configuration.
EPM System Configurator Fields Edit default cluster Description Your Information
Specify a new URL for the cluster to use by default. (Specifying this URL does not create the cluster. ) You should have only one cluster for Shared Services, EPM Workspace, Performance 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.
Define new cluster
Specify the URL to use as the default for the cluster you will create. (Specifying this URL does not create the cluster.) Provide a logical or physical address only. If you selected Enable SSL for communications on the Common Settings page, make sure the cluster URL you override with uses an SSL port.
Add to existing cluster
Specify the URL to add to the cluster. Provide a logical or physical address only to be associated with the Web application.
To manage clusters for Planning, in EPM System Configurator, select Manage Planning Clusters from the Task Selection Panel for Planning.
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For information about clustering EPM System products, see Oracle Hyperion Enterprise Performance Management System High Availability Guide. For more information about clustering Shared Services, see the white papers available at http://www.oracle.com/technology/ products/bi/resource-library.html.
EPM WorkspaceSpecific Configuration Tasks

Configure EPM Workspace Services
Specify the following EPM Workspace service information, or click Next to accept the
defaults: The following table describes options for EPM Workspace Services configuration.
EPM System Configurator Fields Repository Directory Description Specify the directory where the Reporting and Analysis repository data is stored; for example: HYPERION_HOME/products/Foundation/worskpace/data/directoryName. If you are replicating repositories, specify a write-able, shared drive. Port Ranges Specify the port range to use for EPM Workspace services. Your Information
Configure EPM Workspace Web Server

Specify EPM Workspace Web server information, or click Next to accept the defaults.
Information in this page comes from applications already deployed and recorded in the Shared Services Registry and applications you are deploying in this configuration sequence. If you later deploy any additional products that are in EPM Workspace, run EPM System Configurator again and select the EPM Workspace Web Server Configuration task. Components for the following products can be listed:
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EPM Workspace Financial Reporting Web Analysis Financial Management FDM Performance Scorecard Planning Performance Management Architect Profitability and Cost Management
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Calculation Manager ERP Integrator BI Publisher BI Publisher is included in this list only after you have completed prerequisite steps. See Integrating BI Publisher into EPM Workspace on page 90.
Oracle BI EE Oracle BI EE is included in this list only after you have completed prerequisite steps. See Integrating Oracle BI EE into EPM Workspace on page 91.
Optional: The following products are not integrated in EPM Workspace, and although not required in most cases, Oracle recommends that you configure the Web server for these products using EPM Workspace Web server configuration.
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Shared Services Administration Services Provider Services
Note: For drill through functionality, you are required to configure the Web server for these
products using EPM Workspace Web server configuration. If you do not want to use EPM Workspace Web server configuration for these products, see the Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide. The following table describes options for EPM Workspace Web server configuration.
EPM System Configurator Fields Select Web Server Port Description Your Information
Select the Web server. Specify the Web server port. If you enable SSL, make sure the port number you enter is a secure port. If you are using SSL in a UNIX environment, specify the port number for the SSL-capable Apache installation that you installed instead of the port number for the default EPM System installation. See Installation Prerequisites on page 48. Note: For WebSphere only, if you specify a port other than the default (8080), you must redeploy the EPM Workspace Web application.
SSL Enabled Location of Web Server
Select whether to enable SSL. Specify or browse to the location of the Web server. This field is not required if you are using IIS. If you are using SSL in a UNIX environment, select the SSL-capable Apache installation that you installed instead of the default EPM System installation. See Installation Prerequisites on page 48.
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EPM System Configurator Fields Component Host Context
Description
Your Information
Select the check box adjacent to each module to integrate with EPM Workspace. For each enabled module, review the host name to which this Web server will proxy requests. Review the context path. The context path is the part of the URL that accesses the deployed Web application. For example, in the following URL, workspace is the context path:
http://webserverhost.example.com:19000/workspace
Port
Review the port numbers for the application server listen ports for the applications. The port here must match the listen port of the deployed application. For Embedded Java Container, this port is the AJP listen port, not the HTTP listen port.
Note: Use fully qualified host names for all entries. For example, webserverhost.example.com.
When Reporting and Analysis Web applications are distributed between two or more machines, or when configuring a Web server on a machine other than where the application server(s) are installed, you must provide the following:
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The correct application server hostnamesSpecify the machine name and port as part of the EPM System Configurator. Web server plug-in portsManually enter the information in the Web server plug-in configuration files.
See Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide for details on the required manual configuration.
Integrating BI Publisher into EPM Workspace

Before you can integrate BI Publisher into EPM Workspace, you must complete the prerequisite steps described in the Oracle Business Intelligence Publisher Administrator's and Developer's Guide. The following provides an overview of the process:
To integrate BI Publisher into EPM Workspace:

1 2 3
Register the BI Publisher server with EPM Workspace and Shared Services. Configure the BI Publisher server to use the CSS security model. Use EPM System Configurator to configure the EPM Workspace Web server to proxy to the Oracle Business Intelligence Publisher server. On the Task Selection page, select the EPM Workspace Web Server Configuration task. See Configure EPM Workspace Web Server on page 88.
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Integrating Oracle BI EE into EPM Workspace

Before you can integrate Oracle BI EE into EPM Workspace, you must complete prerequisite steps. For information about prerequisite steps for integrating Oracle BI EE with EPM Workspace, see the Oracle Business Intelligence New Features Guide. After you have completed these prerequisite steps, use EPM System Configurator to configure the EPM Workspace Web server to proxy to the Oracle Business Intelligence Enterprise Edition server. On the Task Selection page, select the EPM Workspace Web Server Configuration task. See Configure EPM Workspace Web Server on page 88.
Performance Management ArchitectSpecific Tasks (Optional)

Creating an Interface Datasource is required if you want to use interface tables in Performance Management Architect. Interface tables provide a database interface that enables the import of metadata and data from external systems into the Dimension Library. However, this task is not necessary for initial configuration. See the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide. You configure the tables by creating data source links that can be used during import profile creation and data synchronization.
Interface Datasources Configuration (Optional)

Specify whether you want to create, edit, or delete a datasource link.
Interface data source configuration is available only on the machine on which the Dimension Server is installed. You must register with Shared Services before you can perform this task.
Note: Make sure to use a database other than your repository database for interface datasource.
See Preparing a Database in Oracle Hyperion Enterprise Performance Management System Installation Start Here. The following table describes options for Performance Management Architect interface datasource configuration.
EPM System Configurator Fields Create a new datasource link Description Select Create a new datasource link, click Next, and then: 1. Choose the database type. See Interface Datasource Database Type (Optional) on page 92. 2. Specify the interface datasource database properties. See Interface Datasource Details (Optional) on page 92. Your Information
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EPM System Configurator Fields Edit an existing datasource link
Description Select Edit an existing datasource link, click Next, and then: 1. Choose the datasource to edit. See Select Datasource to Edit or Delete (Optional) on page 93. 2. Modify the datasource properties. See Interface Datasource Details (Optional) on page 92.
Your Information
Delete a datasource link
Select Delete a datasource link, click Next, and then choose the instance to delete. See Select Datasource to Edit or Delete (Optional) on page 93.
Interface Datasource Database Type (Optional)

Select the specific database type (Oracle, SQL or DB2) and click Next.
Interface Datasource Details (Optional)

To create or edit an interface datasource, specify the database details.
The following table describes options for Performance Management Architect interface datasource details configuration.
EPM System Configurator Fields Database Type Datasource Name Server Port SID (Oracle) or Database (MS SQL Server or IBM DB2) User Password Create interface tables Description Displays the database type. Accept the default name, or enter a name for the data source. Accept the default name, or enter the name of the server hosting the database. (The default displays based on the database type.) Accept the default port number, or enter the port number of the server hosting the database. (The default displays based on the database type.) Enter the database name to use as an interface data source. Your Information
Enter the user name for the database used as the interface data source. Enter the password for the database used as the interface data source. Select to create the interface tables in the database. Oracle recommends that you select this option.
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Select Datasource to Edit or Delete (Optional)

If you chose Edit an existing datasource link or Delete a datasource link, select the datasource
to edit or delete. Optional: If you are deleting a datasource, select Delete interface tables to delete the database tables.
EssbaseSpecific Tasks
Configure the instance of Essbase Server that you selected on the Task Selection page.
Essbase Server Configuration

Specify the configuration information for Essbase Server, or click Next to accept the default
settings. In general, Oracle recommends that you keep the default settings. EPM System Configurator configures the instance of Essbase that you selected on the Task Selection page. If you installed an additional instance of Essbase Server, it is displayed as Essbasen on the Task Selection page. For additional information about configuring an additional instance of Essbase Server, see Configuring and Starting an Additional Instance of Essbase Server on page 95. During configuration, if you do not select Essbase in Standalone mode, EPM System Configurator automatically registers Essbase with Shared Services and writes the Shared Services connection information to essbase.cfg. In addition, it specifies environment variables in a file used to launch Essbase Server. For more information about the environment variables, see Appendix B, Optional Manual Configuration for Essbase Products. The following table describes the configuration options for Essbase Server.
Table 14
Essbase Server Configuration Description 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. Your Information
EPM System Configurator Fields Agent Port Number
Start Port End Port
Enter the first port number that Essbase Server tries to use to connect. Enter the highest port number that Essbase Server can use to connect. Essbase uses at least two ports for each application. For a large number of applications, you need a larger port range.
Full path to application location (ARBORPATH)
The location for applications. Note: Previous versions of Essbase used ARBORPATH to refer to the installation location.
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EPM System Configurator Fields Set the language to be used by Essbase (ESSLANG)
Description The ESSLANG variable is a locale definition. For example, to support American English, you can 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. In addition, on a Windows machine, the ESSLANG value and the system locale must match the language of the Planning application that you plan to take offline. You must choose the correct ESSLANG setting for Essbase products to start successfully. The ESSLANG setting can affect the function of applications and databases. On Windows, if ESSLANG is already set on the computer (for example, if you have already installed Essbase), the current value is selected by default. On UNIX platforms, the ESSLANG setting defaults to English (Latin I) regardless of the setting in the operating system. For more details about ESSLANG, see ESSLANG Variable on page 94. For the full list of supported ESSLANG values, see Oracle Essbase Database Administrator's Guide.
Your Information
Deploy Essbase in standalone mode
Select to use legacy security for Essbase Server instead of Shared Services security. This option is not available if you use the -forceRegistry option to start EPM System Configurator.
ESSLANG Variable
Each Essbase Server installation requires that you set an ESSLANG value. See the topic on managing file encoding in the Oracle Essbase Database Administrator's Guide. The default value for ESSLANG is English (Latin1). For examples of ESSLANG values for languages other than English, see the list of supported locales in the Unicode-mode applications topic in the Oracle Essbase Database Administrator's Guide. During configuration, EPM System Configurator writes the ESSLANG value that you specify to the Shared Services Registry and to the launch file used to start Essbase. For Administration Services and Provider Services, there is no prompt to specify the ESSLANG value; it is set to the default value "English_UnitedStates.Latin1@Binary." For Administration Services, the ESSLANG value is stored in HYPERION_HOME/products/essbase/eas/ server/OlapAdmin.properties; for Provider Services, it is stored in HYPERION_HOME/ products/Essbase/aps/bin/Essbase.properties.
Managing ESSLANG Settings

The ESSLANG environment variable on the Essbase Server computer must retain the locale value of an application for as long as that application is in use.
Note: If the ESSLANG variable is changed after applications are created on an Essbase Server
computer, those applications cannot be started.
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Clients also use locales. ESSLANG variables are optional for clients. If ESSLANG is not defined on a client, the locale specified for the operating system is used. Client and Essbase locale values must be the same for non-Unicode-mode clients and applications. For Unicode-mode applications, client and Essbase locale values can be different. To avoid possible database corruption, the ESSLANG locale specification must be the same on client and Essbase Server when:
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The client is not Unicode-enabled A Unicode-enabled client saves an outline over an existing outline on a version of the Essbase Server that is not Unicode-enabled A Unicode-enabled client saves an outline to a non-Unicode application on a Unicodeenabled Essbase Server
The ESSLANG locale specifications on clients and Essbase Server computers can be different when a Unicode-enabled client views and updates an outline belonging to a Unicode-mode application. For products that use Essbase RTC in a non-English environment, you must set ESSLANG manually on the client.
Configuring and Starting an Additional Instance of Essbase Server

To configure an additional instance of Essbase Server on Windows:
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During configuration with EPM System Configurator, select Essbase-n on the Task Selection Panel, where n is the instance that you want to configure. On the Essbase Server Configuration page, specify a unique agent port and port range for the additional instance of Essbase Server. The range of ports used by one Essbase Server instance must not overlap the range of ports used by another instance or any other products.
The port numbers for the additional instance of Essbase Server are stored in the essbase.cfg file for this installation. In addition, the setting InstanceID is created in the essbase.cfg file for this installation, so that each instance of Essbase Server has its own log file directory. Each instance of Essbase Server has its own startup script. To start an additional instance of Essbase Server, use the startEssbase.cmd|.sh script for this installation.
PlanningSpecific Tasks (Optional)

Creating a cluster for Planning is optional because a default cluster is created for you when you configure the Planning database. Configure Planning clusters after you have configured and deployed Shared Services. Shared Services must be running.
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Planning Cluster Management (Optional)

Select whether to create, edit, delete, activate, or reassociate a cluster.
A cluster is a name for a group of Planning applications and can contain one or many applications. Each application gets associated with a cluster when an application is created. You can designate a cluster as the active cluster during cluster creation or at any time by choosing Manage Planning Clusters in EPM System Configurator. You must configure the database before you can create or edit a cluster. The default cluster is created after you complete all the other Planning configuration tasks. To add a new Planning server to an existing configuration, run the Activate Cluster task from each Planning server machine. The following table describes options for Planning cluster configuration.
EPM System Configurator Fields Create Cluster Edit Cluster Delete Cluster Activate Cluster Description Your Information
Select Create Cluster, click Next, and then specify the cluster properties. See Planning Cluster Management Cluster Properties (Optional) on page 96. Select Edit Cluster, click Next, choose the cluster to edit, and then modify the cluster properties. See Edit Planning Cluster (Optional) on page 97. Select Delete Cluster, click Next, and then choose the cluster to delete. See Planning Cluster Management Cluster Properties (Optional) on page 96. Select Activate Cluster, click Next, and then choose the cluster to activate. See Planning Cluster Management Cluster Properties (Optional) on page 96. When you activate a cluster, only applications associated with that cluster are displayed in EPM Workspace.
Re-Associate Cluster and Application
Select Re-Associate Cluster and Application, click Next, and then choose the cluster and the application to associate. See Planning Cluster Management Cluster Properties (Optional) on page 96. Applications get associated with a cluster when an application is created, and that association can be modified by selecting Re-Associate Cluster and Application. This is useful, for example, if you decide that you want an application associated with a different server.
Planning Cluster Management Cluster Properties (Optional)

Choose from the following options, depending on your selection in the Planning Cluster
Management page:
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If you selected Create Cluster, specify the following options: The following table describes options for creating Planning clusters.
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EPM System Configurator Fields Cluster Name Web Tier Host Name
Description Specify a name for the cluster or accept the default. Enter the full name of the machine where you installed the Planning Web server component. Note: In a multiserver environment, this machine should be the load balancer, and in a single server environment, it is the same as the Planning server.
Your Information
Server Port Activate Cluster
Accept the default server port or make a change if necessary. The port number should be the port used for application server deployment. Select if you want to display only those applications in EPM Workspace that are associated with this cluster. If you want to see all applications in EPM Workspace, do not select this check box.
If you selected Edit Cluster, select the cluster to edit, click Next, and then edit the cluster properties. See Edit Planning Cluster (Optional) on page 97. If you selected Delete Cluster, select the clusters to delete. If you selected Activate Cluster, select the cluster to activate. If you selected Re-Associate Cluster and Application, select the cluster name, and then the application with which you want to associate it.
Edit Planning Cluster (Optional)

Edit the options for an existing cluster.
The following table describes options for editing Planning clusters.
EPM System Configurator Fields Web Tier Host Name
Description Enter the full name of the machine where you installed the Planning Web server component. Note: In a multi-server environment, this machine should be the load balancer, and in a single server environment, it is the same as the Planning server.
Your Information
Server Port SSL Activate as Active Cluster
Accept the default server port or make a change if necessary. The port number should be the port used for application server deployment. Select to enable SSL (Secure Sockets Layer). Select to display the applications in EPM Workspace that are associated with this cluster.
Financial ManagementSpecific Tasks

You must run EPM System Configurator as an administrator to configure Financial Management.
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Configure Financial Management DCOM

Specify the Distributed Component Object Model (DCOM) account information to
configure DCOM security. You must specify the Windows administrator under whose identity the application server processes are launched. Perform this task on the machines that host the Financial Management Web server tier and on the Services tier.
Note: You must run as a Domain or Local Administrator with Group Policies rights to configure
the DCOM user. All Financial Management application server processes are run under an administrator identity (the specified Windows admin user), so no other administrator is required to log on to the application server to start the application server processes. The following table describes options for Financial Management DCOM configuration.
EPM System Configurator Fields Domain User Description Your Information
Specify the user name. By default, EPM System Configurator lists the user name for the user who is logged in and running EPM System Configurator. Note these limitations for the domain and user name:
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A user name cannot duplicate any other user or group name of the computer being administered. A user name can contain up to 20 uppercase and lowercase letters. A user name cannot consist solely of periods ( . ) and spaces and cannot contain these special characters: " / \ [ ] : ; | = , +*?<>& Do not use a single quotation mark ( ) in a user name. A user with a single quotation mark in the user name cannot log on to Financial Management. You cannot use an IP address as a domain name when you configure the user account.
Password
Enter the password. The password can contain up to 14 characters and is case-sensitive. The system does not verify the password, so ensure that the password that you use is valid. Note: If the entries that you make require changing the local security policy on the system, you must log off and log on again to commit the changes.
Re-type Password
Enter the password again to confirm it.
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EPM System Configurator Fields Enable DCOM on this machine
Description
Your Information
Select to enable DCOM on this machine. This option is available for the Application services and Web tier installation of Financial Management. This option is not available if DCOM is already enabled on the computer. This option enables DCOM for the entire computer. Enabling DCOM makes possible the launching of servers and connecting to objects by remote clients for the machine. It also sets the DCOM Default Authentication level to None for the computer. The Enable DCOM step is required for Financial Management client components to communicate with Financial Management application server components when the application server is on a different computer. It also enables the Financial Management client and application server computers to be on different domains.
After you enter the Windows administrator information, EPM System Configurator performs these steps:
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Creates the Windows admin user (DCOM user) on the local machine if the user does not exist. Adds the user to the local Administrators group. The Financial Management administrator user or group must be a member of the local Administrators group on each application server. Assigns these local security policies to the admin user: Act as part of the operating system and Log on as a batch job. These local security rights must be enabled for users on each Financial Management application server. Sets the DCOM Run as identity for all Financial Management application processes. Sets DCOM Launch permissions for users.
If the DCOM user password changes, or if you want to use a different DCOM user name and password, ensure that the user settings are valid and working, and then use EPM System Configurator to reenter the DCOM user name and password. Perform this task on the Web tier and on the Services tier for Financial Management.
Configure Financial Management Application Server

Specify the application server information, or click Next to accept the defaults.
The following table describes options for Financial Management application server configuration.
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EPM System Configurator Fields Working Folder
Description
Your Information
Accept the default, or enter or browse to the path for the Server Working Folder. The Server Working folder stores system-generated files, such as reports. The default Server Working Folder location is HYPERION_HOME/products/FinancialManagement/Server Working Folder. Note: When you use multiple application servers, each server should have its own working folder. Application servers should not share working folders, because temporary files might be overwritten.
Max App Server Delay Max Data Sync Delay Creator Group
Accept the default value or enter the time interval in seconds between when a change is made to an application and when the change is visible to users accessing the application through another application server. Accept the default value or enter the time interval in seconds between when a change is made to data and when the change is visible to users accessing the data through another application server. Accept the default value or enter the Creator Group name. Only the users in the Application Creator Group can create Financial Management applications.
Administrator Group
Accept the default value or enter the Administrator Group name. Only the users in the Administrator Group can access administrative tasks. The Administrator Group must be a group that has already been defined in Shared Services. If you do not specify the Administrator Group, the DCOM user will have access to system administrative tasks.
Configure Financial Management Server/Cluster

Specify the names of the application servers that participate in the cluster.
An application server cluster is a set of application servers running the same application. Clustered application servers provide load balancing and failover capability and enable the servers to be transparently maintained while applications remain available for users. The following table describes options for Financial Management server/cluster configuration.
EPM System Configurator Fields Defined Clusters Description Select the cluster for which you want to specify servers. This list displays all clusters you have specified on any machine in the installation. You can also add, edit, or remove a cluster. EPM System creates a default cluster if none exist. Servers in the Cluster The list displays all servers in the currently selected cluster. To remove a server from the list, select it and click Remove. Your Information
100 Configuring EPM System Products
EPM System Configurator Fields Available Servers
Description Select the server that you want to include in the cluster, and click Add. The list displays all available servers. If there is only one server, it is listed here. Servers already in a cluster are not available and are not listed.
Your Information
If you use multiple application servers connected to one database server, you must ensure that the system clocks on the application servers are synchronized. If the clocks are not synchronized, the data being viewed might not be current.
Note: The synchronization between Financial Management application servers is based on
system time. Changing the clock can affect this synchronization. For the time change to and from Daylight Savings Time, Oracle recommends that you stop the servers before the time change and restart them afterward.
Register Financial Management Server/Cluster

Register the server or cluster before accessing applications.
You can perform this task on each machine in the installation. Specify the server or cluster you want this Web application to communicate with. The following table describes options for Financial Management server/cluster registration.
EPM System Configurator Fields Available Servers/Cluster Description Select the server or cluster that you want to register and click Add. This list displays all the defined clusters and individual servers. Registered Servers/Cluster To remove a server or cluster from the list to register, select it and click Remove. This list displays registered servers or clusters. Your Information
Configure Financial Management Web Server

Select the components that you want to enable as Web applications in IIS or click Next to
accept the default. The following table describes options for Financial Management Web server configuration.
Using EPM System Configurator 101
EPM System Configurator Fields Configure IIS for Financial Management Web Application Configure IIS to Enable Smart View Provider Configure IIS to Enable Lifecycle Management
Description Select to enable Financial Management as a Web application in IIS, and then specify the options for the Financial Management Web server. See Configure Financial Management Web Application on page 102. Select to enable Smart View as a Web application in IIS, and then specify the options for the Smart View Web server. See Financial Management Enable Smart View Provider on page 103. Select to enable Lifecycle Management as a Web application in IIS.
Your Information
Configure Financial Management Web Application

Configure the Web server for Financial Management or click Next to accept the defaults.
The following table describes options for Financial Management Web application configuration.
EPM System Configurator Fields Web Server Installation Directory Description Accept the default or enter or browse to the path for the Financial Management Web installation directory. Note: The default location is the directory in which the Web components were installed, for example: HYPERION_HOME/products/FinancialManagement/Web/HFM. Virtual Directory Name Web Session Timeout Advanced Options Accept the default or enter the virtual directory name; for example: HFM. Accept the default or specify the timeout in minutes. Click Advanced Options to specify additional options for the Web server configuration. See Financial Management Web Application Advanced Options on page 102. Your Information
Financial Management Web Application Advanced Options Specify additional options for the Financial Management Web server.
The following table describes advanced options for Financial Management Web application configuration.
EPM System Configurator Fields File Transfer Directory
Description
Your Information
Browse to the path for the directory for the load, extract, and log files, or use the default location; for example, HYPERION_HOME/products/FinancialManagement/Web/HFM/FileTransfer. The File Transfer directory should be located outside of the virtual directory. If it is located under the virtual directory, you should set No Execute rights on the File Transfer directory. You must create a file transfer directory for load and extract log files and temporary files. When you specify the file transfer directory, the system performs these steps:
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Creates the file transfer directory, if it does not exist Assigns the IIS users Windows permissions of Read, Write, and Execute
Max Upload File Size
Enter a maximum size for loading Web files. If you use IIS 6.0, you can set the ASP file size properties for loading and extracting files on the Web. Oracle recommends that you use the default file size properties unless you experience problems during loading and extracting. However, if you load or extract huge files and send large amounts of data to the browser and experience errors, you can change the file size settings. For example, if you load large files, you might receive a 403 error message if the maximum upload file size is set too low. In this case, you must increase the maximum file size. You enter the file size in bytes, so if you expect to load files of 200 megabytes, you change the setting for maximum upload file size to 200,000,000 bytes.
Response Buffer Size
Enter a maximum size for extracting Web files.
If you run IIS 5.0 Isolation mode in IIS 6.0 on Windows 2003, after you create Web directories and set ASP properties, you must manually set two additional IIS properties for the application protection and authentication level. See Configuring Settings for IIS 5.0 Isolation Mode (Optional) on page 156.
Financial Management Enable Smart View Provider

Configure the Web server for Smart View.
The following table describes options for Financial Management Smart View Provider configuration.
EPM System Configurator Fields Web Server Installation Directory
Description Enter the location in which Smart View was installed or use the default location. Note: The default location is HYPERION_HOME/products/FinancialManagement/ Web/HFMOfficeProvider. Enter the virtual directory name for Smart View or use the default virtual directory. The default directory name is HFMOfficeProvider.
Your Information
Virtual Directory Name
EPM System Configurator Fields Web Session Timeout
Description Accept the default, or enter the Web session timeout value in seconds. Note: The default session timeout is 360 seconds. You should set the timeout option to a length of time appropriate for your Smart View sessions.
Your Information
Advanced Options
Click to specify advanced options for Smart View configuration. See Smart View Web Server Configuration Advanced Options on page 104.
Smart View Web Server Configuration Advanced Options Specify additional options for the Smart View Web server configuration.
The following table describes advanced options for Smart View Web server configuration.
EPM System Configurator Fields Enable HTTP Compression Description Specify whether to enable compression for communication between the Web browser and the Web application. By default, compression is on. Enable proxy server connection keep alive Keep Alive Interval (in seconds) Always warn when client version is newer If you use a proxy server between the Web server and client, select this option and set a time interval, in seconds, for the connection. If you use a proxy server between the Web server and client, select this option and set a time interval, in seconds, for the connection. Select to warn of a newer add-in version. Your Information
Configure Financial Management Data Source for Extended Analytics

Optional: Specify DSN information for Extended Analytics.
If you do not want to specify Data Source Name (DSN) information for Extended Analytics, skip this task. This task is available for the services tier installation of Financial Management. The Extended Analytics feature enables you to use Essbase to analyze data and produce reports. You use a data source name (DSN) to specify the relational database destination for Extended Analytics. The following table describes options for Financial Management Extended Analytics configuration.
EPM System Configurator Fields DSN Name
Description
Your Information
Enter the data source name. (The UDL must already be created.)
DSN Path
Enter or browse for the data source path. The DSN Path is the UDL for Extended Analytics. You must have already created this UDL file. You can encrypt this UDL file if you name it with the extension .hfmudl. See Encrypting UDL Files on page 213.
Index Tablespace
Optional: To specify the database tablespaces in which the Financial Management data tables and indexes are created, select the index location. Note: For Oracle and IBM DB2 SMS, you can specify only a data tablespace; index tablespaces are not used.
Data Tablespace
Optional: To specify the database tablespaces in which the Financial Management data tables and indexes are created, select the data table location.
To select a different UDL file after initial configuration, create the UDL file, rerun EPM System Configurator, select Configure Financial Management for Extended Analytics, and specify the new DSN. You should not use the relational database and UDL file for Extended Analytics that you use for your Financial Management applications. You should create a database for the exported star schema and data, and a UDL file that points to the database.
Note: When you use multiple servers with the Extended Analytics feature, you must set up each
application server so that these elements are the same on all servers: Clock Setting, Data Source, and UDL File.
Reporting and AnalysisSpecific Tasks

Configure Reporting and Analysis services.
Reporting and Analysis Service Configuration

Specify the following options to configure Reporting and Analysis services, or click Next to
accept the defaults. The following table describes options for Reporting and Analysis service configuration.
EPM System Configurator Fields Service Name/Port Range Description For each listed Reporting and Analysis Interactive Reporting service, specify the range of ports to use, or click Next to keep the default port ranges. Your Information
Strategic FinanceSpecific Tasks

During configuration, EPM System Configurator creates a default instance for Strategic Finance.
Strategic Finance Configuration

Specify the location of the Strategic Finance data directory, or click Next to accept the default.
The following table describes options for Strategic Finance configuration.
EPM System Configurator Fields Data Directory Description The location for Strategic Finance data. Your Information
When you are prompted for the Directory for Server data files, do not specify the Strategic Finance data directory in a file share directory on a remote server or in an NAS (Network Attached Storage) area. Specify the data directory as a local hard drive or SAN (Storage Area Network array).
Configure Strategic Finance Web Server

Specify the following options to configure the Strategic Finance Web server:
The following table describes options for Strategic Finance Web server configuration.
EPM System Configurator Fields Enable Web Service Select Strategic Finance Server Description Select to activate the Strategic Finance Web services Application Programming Interface for the Web. This must be enabled for the interface to FDM to work. Accept the default, or specify the Strategic Finance server to associate with. Your Information
FDMSpecific Configuration Tasks

This task updates the Shared Services Registry with information about FDM and registers FDM with Shared Services; however, no pages appear, and you do not have to enter any information. See the Oracle Hyperion Financial Data Quality Management Configuration Guide for additional information about configuring FDM.
Configure FDM Server

Select Configure FDM Server from the Task Selection page and proceed through EPM System
Configurator.
Performing Silent Configurations

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.
To record configuration settings and run a silent configuration:

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Navigate to the directory that contains EPM System Configurator. By default, the directory is HYPERION_HOME/common/config/9.5.0.0. From a command line prompt, enter configtool.bat record filename or ./ configtool.sh record filename, where filename includes an absolute path or file name.
The file is saved in XML format, but you do not have to save the file with a .xml extension. EPM System Configurator launches. If you do not specify a file name, EPM System Configurator creates the file for you: HYPERION_HOME/common/config/9.5.0.0/configResponse.xml.
Proceed through the EPM System Configurator, specifying the options that you want to record.
Note: When you are recording silent configurations, you can proceed through EPM System
Configurator only one time. (You cannot select 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. Configuration options are recorded in the response file, which is in XML format. Passwords are saved in encrypted format in the response file. You are now ready to configure products in silent mode.
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Copy the response file to the machine on which you configure products. You can also copy the file to a network drive that is accessible from the machines you want to configure. From the command line, enter a command:
configtool.bat -silent filename or ./configtool.sh -silent filename.
The configuration runs in the background.
Performing Silent Configurations 107
Note: Silent response files are not compatible between EPM System Release 11.1.1.0, Release
11.1.1.1, and 11.1.1.2. If you created silent response files for use with EPM System Release 11.1.1.0 or 11.1.1.1, you must re-create them for use with EPM System Release 11.1.1.2. If you are applying the maintenance release to go to Release 11.1.1.4, you need to re-create silent response files only if you are installing ERP Integrator. You can modify the response file later to change configuration options.
Tip: To change the password later, open the response file in a text editor, enter the password 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.
Setting Up the Shared Services Registry Without Installing Shared Services

If you want to install Essbase in standalone mode (not using Shared Services), you can skip the installation for Shared Services. However, you must still configure the Shared Services Registry database. To configure the Shared Services Registry database without installing Shared Services, you run EPM System Configurator from the command line using the forceRegistry option. This option forces the Shared Services and Registry Database Configuration page to display during configuration so you can enter database details for the Shared Services Registry. EPM System Configurator populates the database with tables for the Shared Services Registry, but not for Shared Services.
To configure the Shared Services Registry without installing Shared Services:

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Start EPM System Configurator from the command line, including the forceRegistry option:
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From a Windows console, change to HYPERION_HOME/common/config/ version_number, and then enter configtool.bat forceRegistry. On UNIX, change to HYPERION_HOME/common/config/version_number and then type ./configtool.sh forceRegistry.
The forceRegistry option also works with EPM System Configurator in silent mode and in console mode, for example:
configtool.bat|.sh -forceRegistry -record configtool.bat|.sh -forceRegistry -silent configtool.bat|.sh -forceRegistry -console
Proceed through the configuration, entering the database details for the Shared Services Registry.
What Happens During Configuration

During product configuration, EPM System Configurator completes these actions:
l
Performs the configuration tasks you selected. Configures help for products in EPM Workspace. Starts all the services on this machine. Configures each product to start as a Windows service, if you select this option on the Common Settings page during configuration. An exception is Integration Services, which is configured to start as a Windows service during installation. Creates a default Shared Services Administrator role in Native Directory when you configure Shared Services. This is the only preprovisioned user created. Subsequently, when you use EPM System Configurator to register products with Shared Services, the Shared Services Administrator role is provisioned with the product administrator role. Make sure to change this password right away in the Shared Services Console.
Troubleshooting Configuration
All configuration warnings and errors are logged as follows:
HYPERION_HOME/logs/config
If you encounter errors, perform these tasks:

l
Configure products individually. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide for information about configuration checks, debugging using logs, troubleshooting methodology, and solutions to common configuration issues.
What Happens During Configuration 109
5
In This Chapter
Starting and Stopping EPM System Products
Using a Single Script to Start Services................................................................. 111 Summary List of Services and Processes .............................................................. 112 Services and Processes ................................................................................. 113 Launching Clients ........................................................................................ 132
This chapter identifies how to start EPM System products and lists them in the order in which Oracle recommends that they be started. This chapter also provides default URLs for EPM System products. Before you start any services or processes, start all databases used as repositories.
Note: Some services or processes take longer than others to start, and startup times may vary
by computer. EPM System Installer creates Windows services using the local system account. Before you start the services, change them to use the appropriate domain account.
Using a Single Script to Start Services

EPM System Installer installs a single start script in HYPERION_HOME/products/bin, called start.bat|sh. Running the single start script on a machine in your EPM System deployment starts all EPM System services installed on that machine.
Note: Hyperion Financial Management - Management Service" must be started manually.
The single start script works by calling the individual start scripts for every product in the recommended startup order, specified in Summary List of Services and Processes on page 112. Before you can use a service in this list, services preceding it in the list must be started. When you use the single start script, some services may start before services they depend on start (because startup times vary). When this happens, you may need to wait to use some services while other services finish initializing.
Using a Single Script to Start Services 111
After running the single start script, you can run EPM System Diagnostics to determine which services on a machine are running. See Chapter 6, Validating the Installation. Wait at least two minutes after running the single start script before running EPM System Diagnostics, to allow services enough time to start. A single stop script, stop.bat|sh is also installed in HYPERION_HOME/products/bin. Running the stop script on a machine in your EPM System deployment stops all EPM System products on that machine.
Note: On WebLogic Server, batch files have a .cmd extension instead of a .bat extension.
Summary List of Services and Processes

The following EPM System product services and processes are listed below in their recommended startup order. 1. Databases for repositories. 2. Any corporate user directories that you plan to configure for use with Shared Services. 3. Shared Services OpenLDAP, or Oracle Internet Directory, depending on which is used as Shared Services Native Directory. 4. Shared Services application server 5. Oracle's Hyperion Remote Authentication Module 6. EPM Workspace Agent (CMC Agent) 7. EPM Workspace Web server 8. Performance Management Architect Services 9. Essbase Server 10. Administration Services application server 11. Smart Search Command Line Utility application server 12. Integration Services Server 13. Essbase Studio Server 14. Provider Services application server 15. Reporting and Analysis (in any order): a. Financial Reporting Services b. Web Analysis application server 16. Remaining services or processes (in any order):
l
Performance Management Architect application server Performance Management Architect Data Synchronizer application server Financial Reporting application server Calculation Manager application server
112 Starting and Stopping EPM System Products
Planning application server Financial Management service Strategic Finance service Performance Scorecard application server Performance Scorecard Alerter application server Profitability and Cost Management application server Data Relationship Management services FDM Task Manager service Hyperion ERPI - Web Application
17. EPM Workspace application server
Services and Processes

The services and processes discussed in this topic are listed in the order in which Oracle recommends that they be started.
Databases for Repositories

Databases for repositories.
Corporate User Directories

Any corporate user directories that you plan to configure for use with Shared Services. See the vendor documentation for startup instructions.
Shared Services OpenLDAP or Oracle Internet Directory

Note: See Oracle Internet Directory documentation for more information.
The following table describes the services and processes for Shared Services OpenLDAP.
Table 15
Shared Services OpenLDAP Service/Process Details NA OpenLDAP-slapd Hyperion Foundation OpenLDAP
Information Type Windows Start Menu Command Registered Service Name Display Name in Windows Services Control Panel
Services and Processes 113
Information Type Description Windows Startup Script UNIX Startup Script Windows Stop Script UNIX Stop Script
Details Provides support to access the Shared Services OpenLDAP repository

HYPERION_HOME/products/Foundation/openLDAP/startService.bat HYPERION_HOME/products/Foundation/openLDAP/startOpenLDAP.sh HYPERION_HOME/products/Foundation/openLDAP/stopService.bat HYPERION_HOME/products/Foundation/openLDAP/stopOpenLDAP.sh
Shared Services Application Server

The following table describes the services and processes for the Shared Services application server.
Table 16
Shared Services Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Foundation Services, and then Start Shared Services HyS9Shared Services Hyperion Foundation Shared Services - Web Application
Information Type Windows Start Menu Command Registered Service Name Display Name in Windows Services Control Panel Description Windows Startup Script UNIX Startup Script Windows Stop Script UNIX Stop Script
Hyperion Shared Services that support Hyperion applications, including authentication, user provisioning, task flow management, data and metadata synchronization
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startSharedServices9. bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startSharedServices9. sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopSharedServices9. bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopSharedServices9. sh
Stopping Shared Services on WebLogic Server

On WebLogic Server, if a message that suggests using the FORCESHUTDOWN command is displayed, use the FORCESHUTDOWN command to stop Shared Services server.
To stop Shared Services server on WebLogic Server using the FORCESHUTDOWN

command:
1 2 3
In a text editor, open the stop script. In the file, find SHUTDOWN, and replace it with FORCESHUTDOWN. Save and execute the file.
Starting and Stopping Remote Authentication Module

Use Remote Authentication Module in a UNIX environment when you are using NTLM for authentication. To start and stop Remote Authentication Module, use startHRAM.bat|sh and stopHRAM.bat|sh, in HYPERION_HOME/products/Foundation/server/scripts.
EPM Workspace Agent (CMC Agent)

The following table describes the services and processes for the EPM Workspace Agent.
Table 17
EPM Workspace Agent: Configuration and Monitoring Console Details Select Start, then Programs, then Oracle EPM System, then Workspace, and then Start Workspace Agent Services. HyS9Core1 Hyperion Workspace - Agent Service
HyS9Core1, Provides service infrastructure to run services locally

HYPERION_HOME/common/workspacert/9.5.0.0/bin/startAgent.bat HYPERION_HOME/common/workspacert/9.5.0.0/bin/startAgent.sh HYPERION_HOME/common/workspacert/9.5.0.0/bin/stopAgent.bat HYPERION_HOME/common/workspacert/9.5.0.0/bin/stopAgent.sh
Services and Processes Started with EPM Workspace Agent

When the EPM Workspace Agent is started, these additional services and processes are started, in the following order: 1. EPM Workspace common processes and Interactive Reporting process. 2. Annotation Service The following table describes the services and processes for the Annotation Service.
Table 18
Annotation Service Details HyS9Annotation Hyperion Annotation Server HyS9Annotation - Provides Annotation support for Hyperion products.
Information Type Registered Service Name Display Name in Windows Services Control Panel Description
EPM Workspace UI (CMC UI)

The following table describes the services and processes for the EPM Workspace user interface.
Table 19
EPM Workspace UI: Configuration and Monitoring Console Details Select Start, then Programs, then Oracle EPM System, then Workspace, then Utilities and Administration, and then Start Workspace Agent UI
HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/startUI.bat
Information Type Windows Start Menu Command Windows Startup Script Windows Stop Script UNIX Startup Script UNIX Startup Script UNIX Stop Script
HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/stopUI.bat
HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/startUI.sh HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/startUI.sh HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/stopUI.sh
EPM Workspace Web Server

The following table describes the services and processes for the EPM Workspace Web server.
Table 20
EPM Workspace Web Server Services and Processes Details

l l l
Information Type Registered Service Name
Embedded Java Container: HyS9Apache2 IIS: IISADMIN IHS 6.1: IBMHTTP Server6.1 Embedded Java Container: Hyperion Apache 2.0 IIS: IIS Admin Service IHS 6.1: IBM HTTP Server 6.1
Display Name in Windows Services Control Panel
l l l
Information Type Description
Details
l l
Embedded Java Container: Apache IIS: Enables this server to administer Web and FTP services. If this service is stopped, the server will be unable to run Web, FTP, NNTP, or SMTP sites or configure IIS. If this service is disabled, any services that explicitly depend on it will fail to start. IHS 6.1: IBM_HTTP_Server
Windows Startup Script (Embedded Java Container only) UNIX Startup Script (Embedded Java Container only) Windows Stop Script (Embedded Java Container only) UNIX Stop Script (Embedded Java Container only)
HYPERION_HOME/common/httpServers/Apache/2.0.59/bin/Apache.exe
HYPERION_HOME/common/httpServers/Apache/2.0.59/bin/apachectl {start|restart}
NA
HYPERION_HOME/common/httpServers/Apache/2.0.59/bin/apachectl stop
Performance Management Architect Services

The following table describes the services and processes for the Performance Management Architect services.
Table 21
Performance Management Architect Services Details Select Start, then Programs, then Oracle EPM System, then Foundation Services, then Performance Management Architect, and then Start Dimension Server Process Manager: HyS9BPMA_ProcessManager Process Manager automatically starts the following services:
l l l l
Information Type Windows Start Menu Command Registered Service Name
Engine Manager: HyS9BPMA_EngineManager Job Manager: HyS9BPMA_JobManager Event Manager: HyS9BPMA_EventManager .NET JNI Bridge: HyS9BPMA_NetJNIBridge
Information Type Display Name in Windows Services Control Panel
Details Process Manager: Hyperion EPM Architect - Process Manager Process Manager automatically starts the following services:
l l l l
Engine Manager: Hyperion EPM Architect - Engine Manager Job Manager: Hyperion BPM Architect - Job Manager Event Manager: Hyperion BPM Architect - Event Manager .NET JNI Bridge: Hyperion EPM Architect - .NET JNI Bridge Process Manager: Manages all instances of EPM Architect Dimension Server. There is only one instance of EPM Architect Process Manager per installation of EPM Architect. Engine Manager: Starts and stops instances of EPM Architect Dimension Server when requested by EPM Architect Process Manager. There could be multiple instances of EPM Architect Engine Manager in the same instance of EPM Architect (one per machine). Job Manager: Manages long-running tasks performed by EPM Architect. Event Manager: Distributes event messages between the various server processes of EPM Architect. .NET JNI Bridge: Acts as a bridge between .NET process and CSS
Description
l l l
Windows Startup Script UNIX Startup Script Windows Stop Script UNIX Stop Script
NA NA NA NA
For information on additional Performance Management Architect services, see Performance Management Architect Application Server on page 124 and Performance Management Architect Data Synchronizer Application Server on page 125. The following table describes the services and processes for the Performance Management Architect Web services.
Table 22
Performance Management Architect Web Services Details IISAdmin IIS Admin Service Enables this server to administer Web and FTP services. If this service is stopped, the server will be unable to run Web, FTP, NNTP, or SMTP sites or configure IIS. If this service is disabled, any services that explicitly depend on it will fail to start.
Information Type Registered Service Name Display Name in Windows Services Control Panel Description
Essbase Server
The following table describes the services and processes for the Essbase Server services.
Table 23
Essbase Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Server, and then Essbase This command launches startEssbase.cmd. Hys9ESBAgent11.1.1_servername Hyperion Essbase Services 11.1.1 - ServiceName
Information Type Windows Start Menu Command Registered Service Name Display Name in Windows Services Control Panel Description Windows Startup Script
Essbase Server Service

l l l
Essbase Server ESSBASEPATH/bin/startEssbase.cmd ESSCMD ESSBASEPATH/bin/startEsscmd.cmd essmsh ESSBASEPATH/bin/startMaxl.cmd
All the scripts call setEssbaseEnv.cmd to set up ESSBASEPATH, ARBORPATH, and PATH before starting. Each instance of Essbase Server has its own startup script. UNIX Startup Script
l l l
Essbase Server ESSBASEPATH/bin/startEssbase.sh ESSCMD ESSBASEPATH/bin/startEsscmd.sh essmsh ESSBASEPATH/bin/startMaxl.sh
All the scripts call hyperionenv.doc to set up ESSBASEPATH, ARBORPATH, and PATH before starting. Each instance of Essbase Server has its own startup script. Windows Stop Script UNIX Stop Script NA NA
Start Essbase Server using the Start menu command or startEssbase.cmd to ensure that environment variables are set. When starting Essbase for the first time, you must enter a company name, user name and password. No password is required on subsequent startups.
Note: If you installed an additional instance of Essbase, startEssbase.sh is located in HYPERION_HOME/products/Essbase-n/EssbaseServer/bin. Launch the start
script from this location to launch this instance of Essbase. When multiple instances of Essbase Server are installed on one computer, you must specify a unique port number for each instance. By default, the first instance of Essbase Server uses port number 1423, which is specified in EPM System Configurator. Specify a different port number
for the second instance during configuration with EPM System Configurator. You connect to subsequent installations by specifying the machine name and the agent port number, in the form: machineName:agentPort when connecting. Stopping Essbase Server can take some time, depending on how many Essbase applications are running on the server. To stop Essbase Server, you need Administrator permissions. You can use any of the following methods:
l
Administration Services Console: In the Enterprise View, right-click the Essbase Server node and then select Stop. MaxL: Use the alter system shutdown; command. Agent: If you started Agent in the foreground, you can use the quit command. ESSCMD: Use the SHUTDOWNSERVER command. When running Essbase Server as a Windows service, do not stop the service from Windows Services Control Panel.
Caution!
For more information about stopping Essbase Server, see the Oracle Essbase Database Administrator's Guide and the Oracle Essbase Technical Reference.
Administration Services Application Server

The following table describes the services and processes for the Administration Services application server.
Table 24
Administration Services Application Server Service/Process Details Select Start, then Programs, then Oracle EPM System, then Essbase, then Administration Services, and then Start Administration Services Hys9eas Hyperion Administration Services - Web Application
Controls the running of an Applications Server

HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/starteas.bat
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/starteas.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopeas.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopeas.sh
Note: When you start Administration Server, ARBORPATH is set internally to: EAS_HOME/ server. This internal setting overrides (but does not replace) the value for the ARBORPATH system environment variable, if it is set on the same computer. EAS_HOME is
the directory where you install Administration Services.
Integration Services Server

The following table describes the services and processes for the Integration Services server.
Table 25
Integration Services Server Service/Process Details Select Start, then Programs, then Oracle EPM System, then Essbase, then Integration Services, and then Server1 Hyperion Integration Services Hyperion Integration Services
Information Type Windows Start Menu Command Registered Service Name Display Name in Windows Services Control Panel Description Windows Startup Script UNIX Startup Script
Hyperion Integration Services

HYPERION_HOME/products/Essbase/eis/server/bin/startup.bat
$HOME/Hyperion/products/Essbase/eis/server/ais_start
Note: Running ais_start automatically configures the environment by calling is.sh and starts Integration Services. Windows Stop Script UNIX Stop Script
1For
HYPERION_HOME/products/Essbase/eis/server/bin/shutdownEIS.bat $HOME/Hyperion/products/Essbase/eis/server/ais_stop
more information on starting and stopping Integration Services Server from the command line, on other startup switches for the
olapisvr command, and on using the ais.cfg file, see the Essbase Integration Services System Administrator's Guide.
Essbase Studio Server

The following table describes the services and processes for the Essbase Studio server.
Table 26
Essbase Studio Server Details Select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Studio, and then Start Server NA NA
Details NA
HYPERION_HOME/products/Essbase/EssbaseStudio/Server/startServer.bat HYPERION_HOME/products/Essbase/EssbaseStudio/Server/startServer.sh HYPERION_HOME/products/Essbase/EssbaseStudio/Server/stopServer.bat HYPERION_HOME/products/Essbase/EssbaseStudio/Server/stopServer.sh
Provider Services Application Server

The following table describes the services and processes for the Provider Services application server.
Table 27
Provider Services Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Essbase, then Provider Services, and then Start Provider Services HyS9aps Hyperion Provider Services - Web Application
Controls the running of an Applications Server

HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startaps.bat
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startaps.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopaps.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopaps.sh
Reporting and Analysis Services and Processes

Financial Reporting
The following table describes the services and processes for Financial Reporting.
Table 28
Financial Reporting Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start Financial Reporting
l l l l
Hyperion Financial Reporting Java RMI Registry: HyS9FRRMI Hyperion Financial Reporting Print Server: HyS9FRPrint Hyperion Financial Reporting Report Server: HyS9FRReport Hyperion Financial Reporting Scheduler Server: HyS9FRSched Hyperion Financial Reporting - Java RMI Registry Hyperion Financial Reporting - Print Server Hyperion Financial Reporting - Report Server Hyperion Financial Reporting - Scheduler Server Hyperion Financial Reporting RMI Registry Service: HyS9FRRMI - Provides a Java RMI Registry for Financial Reporting Hyperion Financial Reporting Print Server: HyS9FRPrint - Generates PDF, batch, and scheduled job output for Financial Reporting Hyperion Financial Reporting Report Server: HyS9FRReport - Generates and formats reports and books, including specified calculations for Financial Reporting Hyperion Financial Reporting Scheduler Server: HyS9FRSched - Responds to scheduled batch requests for Financial Reporting
Display Name in Windows Services Control Panel
l l l l
Description
l l
HYPERION_HOME/deployments/AppServerNameAndVersion/bin/startFinancialReporting.bat
HYPERION_HOME/products/biplus/bin/freporting start
HYPERION_HOME/deployments/AppServerNameAndVersion/bin/stopFinancialReporting.bat
HYPERION_HOME/products/biplus/bin/freporting stop
Web Analysis Application Server

The following table describes the services and processes for the Web Analysis application server.
Table 29
Web Analysis Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start Web Analysis HyS9WebAnalysis
Information Type Display Name in Windows Control Description Windows Startup Script UNIX Startup Script Windows Stop Script UNIX Stop Script
Details Hyperion Web Analysis - Web Application HyS9WebAnalysis - Hyperion Web Analysis - Web Application web application for AppServerNameAndVersion.
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startWebAnalysis.bat
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startWebAnalysis.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopWebAnalysis.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopWebAnalysis.sh
Remaining Services or Processes

The following application server services or processes can be started in any order.
Performance Management Architect Application Server

The following table describes the services and processes for the Performance Management Architect application server.
Table 30
Performance Management Architect Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Foundation Services, then Performance Management Architect, and then Start Performance Management Architect Web HyS9EPMAWebTier Hyperion EPM Architect - Web Application
Hyperion EPM Architect Web

HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startEPMAWebServer. bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startEPMAWebServer. sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopEPMAWebServer. bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopEPMAWebServer.sh
Performance Management Architect Data Synchronizer Application Server

The following table describes the services and processes for the Performance Management Architect Data Synchronizer application server.
Table 31
Performance Management Architect Data Synchronizer Application Server Services Details Select Start, then Programs, then Oracle EPM System, then Foundation Services, then Performance Management Architect, and then Start Data Synchronizer HyS9EPMADataSynchronizer Hyperion EPM Architect Data Synchronization - Web Application
Hyperion EPM Architect Data Synchronizations Engine

HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ startEPMADataSynchronizer.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ startEPMADataSynchronizer.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ stopEPMADataSynchronizer.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ stopEPMADataSynchronizer.sh
Financial Reporting Application Server

The following table describes the services and processes for the Financial Reporting application server.
Table 32
Financial Reporting Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start Financial Reporting HyS9FRWeb Hyperion Financial Reporting - Web application
Information Type Windows Start Menu Command Registered Service Name Display Name in Windows Services Control Panel Description Windows Startup Script
HyS9FRWeb - Provides a Workspace module for Financial Reporting

HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ startFinancialReporting.bat
Information Type UNIX Startup Script Windows Stop Script UNIX Stop Script
Details
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ startFinancialReporting.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ stopFinancialReporting.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ stopFinancialReporting.sh
Calculation Manager
The following table describes the services and processes for Calculation Manager.
Table 33
Calculation Manager Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Calculation Manager, and then Start CALC HyS9CALC Hyperion CALC Manager - Web Application Provide access service to CALC Manager Web Server
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startcalcmgr.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startcalcmgr.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopcalcmgr.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopcalcmgr.sh
Planning Application Server

The following table describes the services and processes for the Planning application server.
Table 34
Planning Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Planning, and then Start Planning HyS9Planning Hyperion Planning - Web Application
Details Provides access support for Planning Web server

HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ startHyperionPlanning.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ startHyperionPlanning.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ stopHyperionPlanning.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ stopHyperionPlanning.sh
Financial Management
The following table describes the services and processes for Financial Management.
Table 35
Financial Management Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Financial Management, and then Financial Management Hyperion Financial Management Service: Hyperion S9 Financial Management Service Hyperion Financial Management DME Listener: Hyperion S9 Financial Management DME Listener Hyperion Financial Management Web Service Manager: HFMWebServiceManager Hyperion Financial Management Service: Hyperion Financial Management Management Service Hyperion Financial Management DME Listener: Hyperion Financial Management DME Listener Hyperion Financial Management Web Service Manager: Hyperion Financial Management Web Service Manager Hyperion Financial Management Service: Service which perpetuates application instances for optimal login performance Hyperion Financial Management DME Listener: Hyperion Financial Management IP Listener for communication with the Hyperion Data Movement Engine. If this service is stopped, the DME Web service will be unable to communicate with all HFM instances on this server. Hyperion Financial Management Web Service Manager: Manages the session information for connection in the Financial Management web server.
l l l
Display Name in Windows Services Control Panel Description
l l l
HYPERION_HOME/products/FinancialManagement/Client/HFM.exe
NA NA NA
Note: The synchronization between Financial Management application servers is based on
system time. Changing the clock can affect this synchronization. For the time change to and from Daylight Savings Time, Oracle recommends that you stop the servers before the time change and restart them afterward.
Strategic Finance
The following table describes the services and processes for Strategic Finance.
Table 36
Strategic Finance Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Strategic Finance, then Server, and then Start Strategic Finance Service HyHSFSrv Hyperion Strategic Finance Service Provides Oracle Hyperion Strategic Finance, Fusion Edition services including entity repository management, authentication, access control, consolidation, data and metadata management.
HYPERION_HOME/products/hsf/server/StartHSFService.bat
NA
HYPERION_HOME/products/hsf/server/StopHSFService.bat
NA
Performance Scorecard Application Server

The following table describes the services and processes for the Performance Scorecard application server.
Table 37
Performance Scorecard Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Scorecard, and then Start Scorecard HyS9HPSWebReports Hyperion Performance Scorecard Web Reports - Web Application
Information Type Windows Start Menu Command Registered Service Name Display Name in Windows Services Control Panel Description
Provides scorecarding methodologies to measure and monitor business performance.
Information Type Windows Startup Script UNIX Startup Script Windows Stop Script UNIX Stop Script
Details
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHPSWebReports. bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHPSWebReports. sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ stopHPSWebReports. bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopHPSWebReports.sh
Performance Scorecard Alerter Application Server

The following table describes the services and processes for the Performance Scorecard Alerter application server.
Table 38
Performance Scorecard Alerter Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Scorecard, and then Start Alerter Service HyS9HPSAlerter Hyperion Performance Scorecard Alerter - Web Application
Notifies subscribers by e-mail when the performance of key measures, scorecards, or other points of vital information, depart from an acceptable range.
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHPSAlerter.bat
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHPSAlerter.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopHPSAlerter.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopHPSAlerter.sh
Profitability and Cost Management

The following table describes the services and processes for Profitability and Cost Management.
Table 39
Profitability and Cost Management Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Profitability, and then Start Profitability
Information Type Windows Start Menu Command
Information Type Registered Service Name Display Name in Windows Services Control Panel Description Windows Startup Script UNIX Startup Script Windows Stop Script UNIX Stop Script
Details HyS9PftWeb Hyperion Profitability - Web Application
Provides a Workspace module for Profitability

HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startProfitability. bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startProfitability. sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopProfitability. bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopProfitability.sh
Data Relationship Management

The following table describes the services and processes for Data Relationship Management.
Table 40
Data Relationship Management Services and Processes Details

l
Information Type Windows Start Menu Command
Services: Select Start, then Programs, then Oracle EPM System, then Data Relationship Management, and then Data Relationship Management Console Web Publishing: Select Start, then Programs, then Oracle EPM System, then Data Relationship Management, then Web Publishing, and then Web Publishing Console Services: HyS9MDMSvc Web Publishing: HyS9MDMWebPubSvc Services: Oracle Hyperion Data Relationship Management Web Publishing: Oracle Hyperion Data Relationship Management Web Publishing Services: HyS9MDMSvc - Oracle Hyperion Data Relationship Management Services Web Publishing: HyS9MDMWebPubSvc - Oracle Hyperion Data Relationship Management Web Publishing
Registered Service Name Display Name in Windows Services Control Panel Description
l l
l l
l l
Windows Startup Script UNIX Startup Script Windows Stop Script UNIX Stop Script:
NA NA NA NA
FDM
The following table describes the services and processes for FDM.
Table 41
FDM Task Manager Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Financial Data Quality Management, then Task Manager, and then Task Manager HyS9FDMTaskManagerSrv Hyperion Financial Data Quality Management - Task Manager Provides the ability to schedule Hyperion Financial Data Quality Management tasks. NA NA NA NA
ERP Integrator
The following table describes the services and processes for ERP Integrator.
Table 42
ERP Integrator Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Performance Management Integrator, and then Start aif. HyS9aifWeb Hyperion ERPI - Web Application
Provides a Workspace module for ERPI.

HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startERPIntegrator. cmd HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startERPIntegrator. sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopERPIntegrator. cmd HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopERPIntegrator.sh
EPM Workspace Application Server

Start EPM Workspace application server last. The following table describes the services and processes for the EPM Workspace application server.
Table 43
EPM Workspace Application Server Services and Processes Details Select Start, then Programs, then Oracle EPM System, then Workspace, and then Start Workspace HyS9Workspace Hyperion Workspace - Web Application
HyS9Workspace - Hyperion Workspace - Web application web application for APP_SERVER APP_VERSION
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startWorkspace.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startWorkspace.sh HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopWorkspace.bat HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopWorkspace.sh
Launching Clients
This section describes how to launch EPM System clients. It lists default URLs and script names as appropriate. Most clients can also be started using the Windows Start menu. The following table describes the URLs and scripts for launching EPM System clients.
Table 44
Launching Clients URL

http://Server:Port/ interop/
Client Shared Services Console
Script or Other Launch Method NA
Client EPM Workspace From EPM Workspace, you can access the following products:
l l l
URL
http://Server:Port/ workspace/
Script or Other Launch Method From the Start menu, select Programs, then Oracle EPM System, then Workspace, and then Workspace URL.
Financial Management Planning Performance Management Architect Calculation Manager Performance Scorecard Profitability and Cost Management Reporting and Analysis ERP Integrator NA Use the Hyperion menu or Hyperion ribbon in Microsoft Excel, Microsoft Word, or Microsoft PowerPoint.
HYPERION_HOME/products/Essbase/eas/console/ bin/admincon.exe
l l l
l l
Smart View Administration Services Console
http://server:port/ easconsole/console. html
Integration Services Console Essbase Studio Console Smart Search Command Line Utility Console Strategic Finance Client Data Relationship Management Client Data Relationship Management Web Publishing Client FDM Console
NA NA NA NA NA
HYPERION_HOME/products/Essbase/eis/console/ bin/startclient.bat HYPERION_HOME/products/Essbase/ EssbaseStudio/Console/startStudio.bat HYPERION_HOME/products/Essbase/SmartSearch/ StartSmartSearchProvider.bat HYPERION_HOME/products/hsf/Client/HSF.exe HYPERION_HOME/master data management/mdm_ ntier_client_http.exe
http://Server_Name/ mdm_web http://WebServerName/ HyperionFDM
NA NA
Launching Clients 133
6
In This Chapter
Validating the Installation
About EPM System Diagnostics ........................................................................ 135 Prerequisites.............................................................................................. 135 Using EPM System Diagnostics......................................................................... 135 Foundation Services Diagnostics ...................................................................... 136 Essbase Diagnostics .................................................................................... 138 Reporting and Analysis Diagnostics ................................................................... 139 Financial Performance Management Applications Diagnostics...................................... 139 Data Management Diagnostics ........................................................................ 141
About EPM System Diagnostics

EPM System Diagnostics tests the connectivity of installed and configured EPM System components. Run EPM System Diagnostics on each machine in the deployment. The results of the tests are saved in HTML format.
Prerequisites
Before using EPM System Diagnostics, complete these prerequisites:
l
Install EPM System products. See Chapter 3, Installing EPM System Products. Use EPM System Configurator to perform all configuration tasks required for each product. See Chapter 4, Configuring EPM System Products.
Using EPM System Diagnostics

To run EPM System Diagnostics:
1
Choose a method:
l
(Windows) In HYPERION_HOME/common/validation/version number, doubleclick validate.bat. Launch EPM System Diagnostics from the last page of EPM System Configurator.
About EPM System Diagnostics 135
From the Start Menu, choose Programs, then Oracle EPM System, then Foundation Services, and then EPM System Diagnostics. (UNIX) From a console, change to HYPERION_HOME/common/validation/ version number, then type validate.sh.
Progress is shown in the command window.
2 3
To view results, navigate to HYPERION_HOME/common/validation/version number/ reports and open validation_report_date_time.html. Look for failed tests, and diagnose and fix problems.
EPM System Diagnostics creates a ZIP file of all the logs in HYPERION_HOME/logszips for your convenience. For more information about logs, see Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide.
Run EPM System Diagnostics again and view the report to verify that problems are solved.
Note: Clicking Refresh in the browser does not refresh the report output.
The report captures the following information:

l
Test date and time Test Status: Passed or Failed for each test Service: Type of test for each test Test Description: A detailed description of each test Duration: Duration of each test Test start time Test end time Total test duration
Foundation Services Diagnostics

The following table describes the EPM System Diagnostics tests performed for Foundation Services products.
Product/ Component Shared Services
Type of Test CFG: Configuration DB: Database EXT: External Authentication
Test Performed Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks Native Directory external authentication provider configuration
136 Validating the Installation
Product/ Component
Type of Test OPN: OpenLDAP OPN: OpenLDAP SSO WEB: Web application
Test Performed Checks if global roles number no less than 16 Checks connection to OpenLDAP Checks availability of login to Shared Services Checks availability of Web application interop on host:port Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks external authentication provider configuration Checks availability of Shared Services Checks availability of HTTP context for products registered with EPM Workspace using EPM Workspace Web server configuration: Confirms that applications that are registered with EPM Workspace are reachable Checks availability of login to EPM Workspace For each application deployed with EPM Workspace, confirms there is a valid Web server entry in the Shared Services Registry Validates that EPM Workspace services are running and communicating:
l l l
EPM Workspace
CFG: Configuration DB: Database EXT: External Authentication HSS: Shared Services HTTP: http LOG: Login SSO REG: Registry SDKC: SDK Checker
GSM service Repository service Interactive Reporting service
HTTP: http (Windows only) WEB: Web application Performance Management Architect CFG: Configuration DB: Database DSC: EPMA Dimension Server Configuration PMAE: EPMA Service PMAJ: EPMA Service PMAP: EPMA Service
Check string LoadModule jk_module modules/mod_jk in HYPERION_HOME/

common/httpServers/Apache/2.0.59/conf/httpd.conf
Checks availability of Web application workspace on host:port Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks whether the Dimension Server service started
Checks whether the Event Manager service is available Checks whether the Job Manager service is available Checks whether the Process Manager service is available
Foundation Services Diagnostics 137
Product/ Component
Type of Test EXT: External Authentication HSS Shared Services WEB: Web application WEB: Web application
Test Performed Checks external authentication provider configuration Checks availability of Shared Services Checks availability of Web application awb on host:port Checks availability of Web application DataSync on host:port Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks availability of Web application calcmgr on host:port
Calculation Manager
CFG: Configuration DB: Database EXT: External Authentication HSS: Shared Services WEB: Web application
Essbase Diagnostics
The following table describes the EPM System Diagnostics tests performed for Essbase products.
Product/Component Essbase Type of Test CFG: Configuration EAS: Essbase Server EAS: Essbase Server SVR: Essbase Java API EXT: External Authentication HSS: Shared Services Provider Services CFG: Configuration EXT: External Authentication HSS: Shared Services WEB: Web application Administration Services CFG: Configuration DB: Database Test Performed Checks whether all configuration tasks have been completed Checks whether Essbase server is running on host:port Checks connection to Essbase Server with MAXL Checks connection to Essbase using the Essbase Java API Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks whether all configuration tasks have been completed Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks availability of Web application aps on host:port Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName
Product/Component
Type of Test EXT: External Authentication HSS: Shared Services Web application Web application DB: Database
Test Performed Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks availability of Web application eas on host:port Checks availability of Web application hbrlauncher on host:port Checks connection to database host:port;databaseName Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks whether Essbase Studio server is running on host:port Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks whether all configuration tasks have been completed Checks availability of Web application EssbaseSearch on host:port Checks whether EQD Excel Add-in is registered to Excel.
Essbase Studio
CFG: Configuration DB: Database ESS: Essbase Studio Server EXT: External Authentication HSS: Shared Services
Smart Search Command Line Utility Essbase Client
CFG: Configuration WEB: Web application WR: Windows Registry
Reporting and Analysis Diagnostics

The following table describes the EPM System Diagnostics tests performed for Reporting and Analysis products.
Component Reporting and Analysis Type of Test CFG: Configuration SVR: Essbase Java API Financial Reporting Web Analysis WEB: Web application WEB: Web application Test Performed Checks whether all configuration tasks have been completed Checks connection to Essbase using the Essbase Java API Checks availability of Web application hr on host:port Checks availability of Web application WebAnalysis on host:port
Financial Performance Management Applications Diagnostics

The following table describes the EPM System Diagnostics tests performed for Financial Performance Management Applications products.
Reporting and Analysis Diagnostics 139
Product/Component Planning
Type of Test CFG: Configuration DB: Database EXT: External Authentication HSS: Shared Services WEB: Web application
Test Performed Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks availability of Web application HyperionPlanning on host:port Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks Native Directory external authentication provider configuration Checks whether Financial Management cluster registration was successful Checks whether Financial Management server registration was successful Checks whether Financial Management service is working Checks whether Financial Management Web server startup was successful Checks whether the application server is started Checks availability of Shared Services Checks whether LCMServer startup was successful Checks whether Smart View Web server startup was successful Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks availability of Web application HPSWebReports on host:port Checks availability of Web application HPSAlerter on host:port Checks whether all configuration tasks have been completed Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks availability of the Strategic Finance Web services
Financial Management
CFG: Configuration DB: Database EXT: External Authentication CCFG: HFM Cluster configuration SVR: Server Registration SVR: HFM Service Validation WSVR: HFM Web server ASC: HFM Application Server Configuration HSS: Shared Services LCM: Lifecycle Management Server SVCS: Smart View Server
Performance Scorecard
CFG: Configuration DB: Database EXT: External Authentication HSS: Shared Services WEB: Web application WEB: Web application
Strategic Finance
CFG: Configuration EXT: External Authentication HSS: Shared Services WEB: Strategic Finance Web service
Product/Component Profitability and Cost Management
Type of Test CFG: Configuration DB: Database EXT: External Authentication HSS: Shared Services WEB: Web application
Test Performed Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks availability of Web application profitability on host:port
Data Management Diagnostics

The following table describes the EPM System Diagnostics tests performed for Data Management products.
Component FDM Type of Test CFG: Configuration EXT: External Authentication HSS: Shared Services ERP Integrator CFG: Configuration DB: Database EXT: External Authentication HSS: Shared Services WEB: Web App Test Performed Checks whether all configuration tasks have been completed Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks whether all configuration tasks have been completed Checks connection to database host:port;databaseName Checks Native Directory external authentication provider configuration Checks availability of Shared Services Checks availability of Web application aif on host:port
Data Management Diagnostics 141
7
In This Chapter
Performing Postconfiguration Tasks
General Postconfiguration Tasks........................................................................ 143 Shared Services Postconfiguration Tasks .............................................................. 144 Performance Management Architect Postconfiguration Tasks ....................................... 144 EPM Workspace Postconfiguration Tasks .............................................................. 145 Essbase Postconfiguration Tasks ....................................................................... 145 Integration Services Postconfiguration Tasks.......................................................... 146 Administration Services Postconfiguration Tasks ..................................................... 147 Provider Services Postconfiguration Tasks............................................................. 148 Essbase Studio Postconfiguration Tasks............................................................... 148 Reporting and Analysis Postconfiguration Tasks ...................................................... 149 Planning Postconfiguration Tasks....................................................................... 155 Financial Management Postconfiguration Tasks ...................................................... 156 Strategic Finance Postconfiguration Tasks ............................................................ 157 Performance Scorecard Postconfiguration Tasks ..................................................... 157 FDM Postconfiguration Tasks ........................................................................... 158 ERP Integrator Postconfiguration Tasks ................................................................ 158 Data Relationship Management Postconfiguration Tasks ............................................ 159
Some products require additional steps after configuration.
General Postconfiguration Tasks

The following table describes general postconfiguration tasks for EPM System products.
Table 45
General Postconfiguration Tasks Reference Increasing the JVM Memory Allocation on page 144 Oracle Hyperion Enterprise Performance Management System Security Administration Guide
Task Optional: Increase the JVM memory allocation for your Web Application Server Optional: Harden security for EPM System products.
General Postconfiguration Tasks 143
Increasing the JVM Memory Allocation

Depending on the size of your environment, you might need to increase the heap size for your Web application server to optimize performance. While the default can be used in a test environment (single server type configuration), the heap size must be increased for use in a production environment (multiple servers). To increase the heap size for the Windows service, update the Windows registry for Windows services using regedit. For HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions \Product Component\ServiceName, update the JVMOptionX (where X is 1, 2, ...) whose value starts with -Xmx.
To increase the JVM memory allocation:

1
Edit your start script to specify the desired heap sizes.
Oracle recommends a maximum setting of 1024. (Size is in megabytes.) For example, you can change the custom startup scripts. For Shared Services, open
HYPERION_HOME/deployments/app_server/bin/ setCustomParamsSharedServices.bat|.sh and modify the Xms128m Xmx1024m
entry.
Restart the Windows service or the script for the product.
Shared Services Postconfiguration Tasks

The following table describes Shared Services postconfiguration tasks.
Table 46
Shared Services Postconfiguration Tasks Reference Configuring NTLM in Oracle Hyperion Enterprise Performance Management System Security Administration Guide Oracle Hyperion Enterprise Performance Management System Security Administration Guide
Task (Optional) Enable Remote Authentication Module if you are implementing security using an NTLM provider and using UNIX on the computer where the EPM System application software is installed. (Remote Authentication Module is installed with Oracle's Hyperion Foundation Services.)
Optional: You can set up Shared Services to use Oracle Internet Directory as the Native Directory instead of using OpenLDAP, which is installed and used by default.
Performance Management Architect Postconfiguration Tasks

The following table describes Performance Management Architect postconfiguration tasks.
144 Performing Postconfiguration Tasks
Table 47
Performance Management Architect Postconfiguration Tasks Reference WebLogic Server application server documentation
Task (WebLogic Server only) After you deploy Performance Management Architect, depending on your environment, you might need to increase the Max Thread execution time (defined by the StuckThreadMaxTime attribute value) for the application server. Increasing this value prevents long processes from terminating. Optional: Perform server administration tasks.
Administering Servers in the Hyperion Enterprise Performance Management Architect Administrators Guide Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide
Optional: Edit settings in the bpma_server_config.xml file. The BPMA_Server_Config.xml file has two main elements, DimensionServer and log4net. The DimensionServer section contains settings that are specific to internal workings of the Dimension Server and other related processes. The log4net section contains settings that are used by the log4net module which is used to log warnings, errors, and so on.
EPM Workspace Postconfiguration Tasks

The following table describes EPM Workspace postconfiguration tasks.
Table 48
EPM Workspace Postconfiguration Tasks Reference Oracle Business Intelligence New Features Guide Oracle Enterprise Performance Management Workspace Administrator's Guide
Task Optional: If you are using Oracle Business Intelligence Suite Enterprise Edition, configure it to work with EPM Workspace. Optional: Use the Configuration and Monitoring Console (CMC) to customize the configuration for EPM Workspace services, Reporting and Analysis services, Annotations services, EPM Workspace Web Applications (properties only), and Web Analysis Web Applications (properties only). During configuration with EPM System Configurator, EPM System Configurator sets up default values for the services. Use the Configuration and Monitoring Console to customize the services.
Essbase Postconfiguration Tasks

The following table describes Essbase postconfiguration tasks.
Table 49
Essbase Postconfiguration Tasks Reference Appendix B, Optional Manual Configuration for Essbase Products
Task Optional: Manually configure Essbase.
EPM Workspace Postconfiguration Tasks 145
Task (UNIX) Set User Limits on 64-bit AIX. If you install both Essbase Client and Integration Services together, edit the PATH environment variable to ensure that the Essbase Client bin path is before the Integration Services bin path. For example: HYPERION_HOME/products/Essbase/EssbaseClient/bin should come before HYPERION_HOME/products/Essbase/eis/server/bin. If you are using Spreadsheet Add-in as a Power User instead of as an Administrator, you must manually set ESSBASEPATH.
Reference Setting User Limits on 64-bit AIX on page 146
Setting User Limits on 64-bit AIX

When running Essbase Server on a 64-bit AIX platform, you must change the user limits to increase the size of a data segment. The following table lists suggested values:
User Limit time (seconds) file (blocks) data (kbytes) stack (kbytes) memory (kbytes) coredump (blocks) nofiles (descriptors)
Value unlimited 2097151 unlimited No higher than 128 MB for 64-bit and 64 MB for 32-bit unlimited 2097151 unlimited
Integration Services Postconfiguration Tasks

The following table describes Integration Services postconfiguration tasks.
Table 50
Integration Services Postconfiguration Tasks Reference Appendix B, Optional Manual Configuration for Essbase Products. Configuring Data Sources in Oracle Essbase Integration Services System Administrator's Guide
Task Optional: Update the environment manually. Configure data sources. To create OLAP models or build metaoutlines, you must connect Integration Services to a database that contains metadata (the OLAP Metadata Catalog database) and to a database in which needed users data is stored (the Data Source database).
Task Create an OLAP Metadata Catalog
Reference Creating, Upgrading, and Deleting OLAP Metadata Catalogs in Oracle Essbase Integration Services System Administrator's Guide Connecting to Server Components and Data Sources in Oracle Essbase Integration Services System Administrator's Guide Mapping JDBC Data Sources (Teradata and Oracle Users Only) in Oracle Essbase Integration Services System Administrator's Guide Setting Up the Sample Applications in Oracle Essbase Integration Services System Administrator's Guide
Connect to Server Components and Data Sources
If you are using the XML Import/Export feature, map JDBC Data Sources
Optional: Set up sample applications.
Administration Services Postconfiguration Tasks

The following table describes Administration Services postconfiguration tasks.
Table 51
Administration Services Postconfiguration Tasks Reference
Task If Administration Services cannot connect to Shared Services because it times out, edit EAS_HSS_RETRY_ COUNT in HYPERION_HOME/deployments/AppServerNameAndVersion/bin/setCustomParamseas. bat to increase the value. For example: In HYPERION_HOME/deployments/Tomcat5/bin/setCustomParamseas.bat, in JAVA_ OPTS, add or edit: -DEAS_HSS_RETRY_COUNT=n, where n is the number of times to retry, in one-second intervals. If you are using Oracle Application Server through HTTP proxy, and the Administration Services Console is installed on the same machine as the HTTP server or the Administration Services Server, append the following parameter to the lax.nl.java.option.additional argument in admincon.lax: -DCLIENT_SERVER_DIFF_MC=true If you are using Administration Services in a clustered environment, add the following to the java options in ORACLE_HOME/opmn/conf/opmn.xml on the machine on which Administration Services is deployed:
-DCLIENT_SERVER_DIFF_MC=true
If you have configured the Web server to act as a reverse proxy for Administration Services, and the Web server is installed on the same machine as Administration Services, you must either include the Java argument -DCLIENT_ SERVER_DIFF_MC=true in the script used to start Administration Services, or append the parameter to the lax.nl.java.option.additional argument in admincon.lax. If you are using Administration Services on UNIX with Oracle Application Server, set environment variables in the Oracle Application Server Application Server Console. Optional Manual Configuration for Administration Services (UNIX) on page 201
Administration Services Postconfiguration Tasks 147
Task Optional: Install and configure SAP/R3 if you are using SAP R/3 as a data source
Reference Administration Services Online Help
Provider Services Postconfiguration Tasks

The following table describes Provider Services postconfiguration tasks.
Table 52
Provider Services Postconfiguration Tasks Reference Optional Manual Configuration for Provider Services (UNIX) on page 201
Task If you are using Provider Services on UNIX with Oracle Application Server, set environment variables in the Oracle Application Server Application Server Console.
Essbase Studio Postconfiguration Tasks

The following table describes Essbase Studio postconfiguration tasks.
Table 53
Essbase Studio Postconfiguration Tasks Reference Oracle Essbase Studio User's Guide Updating the Essbase Studio Catalog on page 148
Task Optional: Customize Essbase Studio server.properties file or configure the Administration Services Console Launch File. If you used the Apply Maintenance Release option to move from Essbase Studio Release 11.1.1 or 11.1.1.1 to this release, you must update the Essbase Studio catalog.
Updating the Essbase Studio Catalog

If you used the Apply Maintenance Release option to move from Essbase Studio Release 11.1.1 or 11.1.1.1 to this release, you must update the Essbase Studio catalog after installation and configuration. You update the catalog by issuing the reinit command in the Essbase Studio command line client. This updates the catalog with the latest release procedures.
To update the Essbase Studio catalog:

1 2
Ensure that Essbase Studio Server is running. From the HYPERION_HOME/products/essbase/EssbaseStudio/Server directory, run one of the following scripts:
Windows:
startCommandLineClient.bat
UNIX
startCommandLineClient.sh
A command window called the CPL Shell is displayed.
At the prompt, enter a valid administrator user name and password.

Note: You must have Essbase Studio administrator privileges to use the reinit command.
4 5
At the prompt, enter the following command:

reinit
Enter exit to close the CPL Shell.
The Essbase Studio catalog is now ready for use.
Reporting and Analysis Postconfiguration Tasks

The following table describes Reporting and Analysis postconfiguration tasks.
Table 54
Reporting and Analysis Postconfiguration Tasks Reference Oracle Hyperion Financial Reporting Studio User's Guide Preparing the Financial Reporting Print Server on page 150 Configuring X11 for Web Application Server Components for Financial Reporting and Web Analysis (UNIX) on page 150 Configuring SAP Data Source Access and Authentication on page 150 Setting Up Environment Variables for Financial Reporting and Web Analysis for Non-English Characters (UNIX) on page 151
Task Optional: Customize initial user preferences for Financial Reporting by editing fr_repserver.properties. Prepare the print server for Financial Reporting. The Print Server runs only on Microsoft Windows. (UNIX) Configure X11 for Web application server components for Financial Reporting and Web Analysis. To configure Reporting and Analysis to access SAP JAVA Connector (SAP JCo) data sources and optionally to authenticate users against an SAP server, install the SAP JCo files to each Reporting and Analysis component machine. (UNIX) Set up environment variables for Financial Reporting and Web Analysis for non-English Characters. For Web Analysis: If you are using an RDBMS as a data source or for relational drill through, add the necessary drivers. (UNIX) Set up environment variables for Production Reporting. Prepare Oracle's Hyperion Interactive Reporting for printing. Optional: Configure fonts for UNIX systems. To enable High Availability (HA) using Provider Services, enable Provider Services driver support for Financial Reporting.
Setting up the Environment Variables for Production Reporting (UNIX) on page 152 Preparing Interactive Reporting for Printing (UNIX) on page 153 Configuring Fonts (UNIX) on page 153 Financial Reporting ConfigurationEnabling the Provider Services Driver on page 154
Reporting and Analysis Postconfiguration Tasks 149
Task Optional: (UNIX) Recreate the executables for Production Reporting.
Reference Recreating the Executables (Production Reporting Only) (UNIX) on page 154
Preparing the Financial Reporting Print Server

To print cell documents, the corresponding print applications (Microsoft Word, Excel and PowerPoint) on the Print Server machine must have the following characteristics:
l
Be properly installed Be properly registered for printing in the computers registry Be available to the SYSTEM account Have access to, and be able to print from, the printers installed by Financial Reporting (HRPrinter1-5). The SYSTEM account issues all print requests, so it is important that the applications can print using the Print Servers printers.
To optimize the print server, disable the following items:

l
All add-ins (including Oracle's Hyperion add-ins) from all Microsoft Office applications To enhance application launch time and consume system resources. If enabled, it may display UI components that require user input. SmartTags (Office 2002+)To enhance performance. Office AssistantOffice Assistant prompts the user for input, which halts printing.
Tip: Dedicate a machine for use as a print server, ensuring that add-ins are not used.
Configuring X11 for Web Application Server Components for Financial Reporting and Web Analysis (UNIX)
To perform chart generation, the Reporting and Analysis Web application server components require access to a graphics display device, either real or virtual. Oracle recommends that you use an X virtual frame buffer (Xvfb) instead of a hardware graphics display device, because Xvfb performs all operations in memory and does not require that any screens or input devices be attached to the machine. For details about enabling Xvfb, see Appendix F, Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis.
Configuring SAP Data Source Access and Authentication

To configure Reporting and Analysis to access SAP JAVA Connector (SAP JCo) data sources and optionally to authenticate users against an SAP server, install the SAP JCo files to each Reporting and Analysis component machine.
To configure Reporting and Analysis to use SAP as a data source and optionally to use SAP
as an authentication provider:
Obtain the SAP JCo files from:

l
Your SAP distribution. Download from the SAP Web site as a registered user at https://service.sap.com/ connectors
(Windows) After Reporting and Analysis installation:
a. Place the SAP JCo binaries in HYPERION_HOME/common/SAP/bin. b. Place the SAP JCo java archives (JAR files) in HYPERION_HOME/common/SAP/lib c. Expand the JAR file, using the convenience utility, in
HYPERION_HOME/common/SAP/lib/explodejarUsingJRE.bat|sh
UNIX: After Reporting and Analysis installation, place the SAP JCo binaries in HYPERION_HOME/ common/SAP/bin. Place the SAP JCo java archives (.jar files) in HYPERION_HOME/common/SAP/ lib Optional: To configure Reporting and Analysis to use SAP as an authentication provider:
a. Download these files from the SAP Enterprise Portal EP60 SP2 or higher:
l
com.sap.security.core.jar com.sap.security.api.jar sap.logging.jar iaik_jce.jar iaik_jce_export.jar (if using the export version of the IAIK-JCE libraries)
into
HYPERION_HOME/common/SAP/lib
b. After installation, expand the JAR files, using the convenience utility, in
HYPERION_HOME/common/SAP/lib/explodejarUsingJRE.bat|sh
Setting Up Environment Variables for Financial Reporting and Web Analysis for Non-English Characters (UNIX)
The following environment variables must be properly initialized in order to run Financial Reporting or Web Analysis objects that include metadata containing non-English characters:
l
LANG (UNIX) LC_ALL (UNIX) ESSLANG (if Essbase is used as a data source) (UNIX and Windows)
To initialize, use login scripts, or edit:

l
LANG, LC_ALL (UNIX):

m
For Financial Reporting:

HYPERION_HOME/products/biplus/bin/freporting.env
and
HYPERION_HOME/deployments/vendor/bin/setCustomParamsFinancialReporting.sh
m
For Web Analysis:

HYPERION_HOME/products/biplus/InstallableApps/config/wa_env.sh
ESSLANG (UNIX and Windows):

m
For Financial Reporting:

HYPERION_HOME/products/biplus/lib/fr.env
For Web Analysis:

(UNIX) HYPERION_HOME/products/biplus/InstallableApps/config/wa_env.sh
or
(Windows) HYPERION_HOME/products/biplus/InstallableApps/config/WebAnalysis.env
Note: For Web Analysis, EPM System Configurator uses the existing ESSLANG environment
variable if it is already set, and appends it to the Web Analysis environment setup script. However, if ESSLANG is not already specified when you deploy Web Analysis, you need to specify it in the appropriate environment setup script.
Note: If you are using Oracle Application Server on UNIX, in addition to using a script to set
the environment variables, you must specify the environment variables in the Oracle Application Server Application Server Console, by setting the Server properties for the OC4J instance.
Setting up the Environment Variables for Production Reporting (UNIX)

You run a script to set the environment variables. The scripts are in specified database directories.
To configure the environment variables, locate the environment scripts in the following
directories:
HYPERION_HOME/products/biplus/bin/SQR/Server/db_name/bin
or, for the 64bit version:

HYPERION_HOME/products/biplus/bin/SQR/Server/db_name/bin64
where db_name is the name of the database. The following databases are supported: Oracle, Sybase, Informix, DB2, ODBC, DDO, and Teradata.
l
For all databases, the following script configures the basic environment variables:
m
For C Shell: source setenv.csh For Bourne or Korn Shell: setenv.sh
For the DDO database, the following script configures additional environment variables:
m
For C Shell: source setjre.csh For Bourne or Korn Shell: setjre.sh
In addition, for jobs with charts, configure X11 display as described in Appendix F, Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis.
Preparing Interactive Reporting for Printing (UNIX)

To prepare Interactive Reporting for printing:
1 2
Ensure that Acrobat Reader is installed. If the installation location for Acrobat Reader is not in the PATH, set a new environment variable: PATH_TO_ACROREAD, where the path is the Acrobat Reader installation location.
Configuring Fonts (UNIX)

Perform these procedures if you want nice-looking fonts. Interactive Reporting Service must be configured with appropriate fonts to ensure that BQY documents in EPM Workspace have a consistent look and feel with the Web Client. You must make Type1, TrueType, or OpenType fonts available to Interactive Reporting Service. The configured fonts must support characters for all intended languages. EPM System Installer installs Andale WT font in HYPERION_HOME/products/biplus/ fonts directory and configures Interactive Reporting Service to use it. This font supports most characters from Western European languages as well as Chinese, Japanese and Korean. Customers must use fonts appropriate for their usage. For example, when using Western European languages, for Windows-like look and feel, you could download Microsofts TrueType Web fonts and configure as below:
To make Microsofts TrueType Web fonts available to EPM Workspace:

1 2 3
Download the Microsoft TrueType Web fonts from:
http://sourceforge.net/projects/corefonts/ or other source.

Create a directory to store the font files. If using downloaded Microsoft fonts, extract each file (*.exe) into the newly created directory using the cabextract utility located in INSTALL_HOME/bin/, as below:
BIPLUS_HOME/bin/cabextract -d directory CAB file
Create a fonts.dir file in the directory containing the font files using the ttmkfdir utility. The ttmkfdir utility can be downloaded from the following URL:
http://packages.qa.debian.org/t/ttmkfdir.html
5 6
Add the fonts.dir directory to environment variable FONT_PATH, or add it to BQ_FONT_PATH environment variable inside BIPLUS_HOME/bin/services.sh. Restart Interactive Reporting Service.
Financial Reporting ConfigurationEnabling the Provider Services Driver

To enable High Availability (HA) using Provider Services, you must enable Provider Services driver support for Financial Reporting. For Financial Reporting: On each computer where one or more of the following are installed:
l
Financial Reporting Report Server Financial Reporting Scheduler Financial Reporting Web application Financial Reporting Studio
Do the following: 1. Edit HYPERION_HOME/products/biplus/lib/fr_global.properties. 2. Change UseEssbaseEDS=0 to UseEssbaseEDS=1. 3. Uncomment (remove hash) EssbaseEDSServer=, and assign it your APS server hostname.
Recreating the Executables (Production Reporting Only) (UNIX)

For Production Reporting for Sybase, Oracle, Informix, DB2, and Teradata, ensure that you have the proper database client software installed on the same machine as Production Reporting. Production Reporting for ODBC and DDO does not require any additional libraries. If you have your own user-defined functions, if a new version of the database libraries becomes available, or to apply OS-level patches, then you need to re-link the product as described in this section. The Oracle's Hyperion SQR Production Reporting script uses standard environment variables for each database to identify the location of the libraries. You must re-create the executables if the version of the operating system or database client software is different from when the original executables were created. You find the versions by using the following command line flag:
-id
To re-create the executables, type the following commands from a shell:

cd HYPERION_HOME/products/biplus/bin/SQR/Server/db_name/lib ./sqrmake
where db_name is the name of one of the following database names: Oracle, Informix, DB2, Sybase, ODBC, DDO, or Teradata.
HYPERION_HOME and SQRDIR are required to re-create the executables. SQRDIR should be set to HYPERION_HOME/products/biplus/bin/SQR/Server/db_name/bin.
Planning Postconfiguration Tasks

The following table describes Planning postconfiguration tasks.
Table 55
Planning Postconfiguration Tasks Reference Configuring Offline Planning on page 155 and Oracle Hyperion Planning Administrator's Guide
Task If you are using Offline Planning, perform the postconfiguration tasks.
If you are using Planning in a Redhat or Oracle Enterprise Linux environment and you are using Simplified Chinese, you must specify LANG=zh_CN.GB18030 (instead of LANG=zh_CN.utf8) in one of two ways:
l l
In the OS system locale variable (if you have not already set it) before you install and configure Planning In setCustomParamsHyperionPlanning.sh after you install and configure Planning (UNIX) Configuring the Planning Locale for Use in Non-English Environments on page 156
(UNIX) Configure the Planning locale for a non-English UNIX environment.
Configuring Offline Planning

To configure Offline Planning:
1
Because Offline Planning Provider terminates when a user without proper access takes a form offline, administrators must give users the following permissions:
l
Read and write permissions for the following directories and subdirectories: HYPERION_HOME/products/Planning/Offline/myanalytics and HYPERION_HOME/products/Planning/offline/offlinedata. Read and execute permissions for c:/windows/system32/msvcr71.dll.
2 3
Install Smart View. Enable the form for offline use and assign appropriate roles. See the Oracle Hyperion Planning Administrator's Guide.
Planning Postconfiguration Tasks 155
(UNIX) Configuring the Planning Locale for Use in NonEnglish Environments

To configure the Planning locale for use in a non-English UNIX environment:
1
In HYPERION_HOME/deployments/AppServerNameAndVersion/bin, edit setCustomParamsHyperionPlanning.sh to include these items:
l
The appropriate ESSLANG value The appropriate LANG value The appropriate LC_CTYPE
ESSLANG, LANG and LC_TYPE should be assigned the same locale.
For example, for simplified Chinese:

ESSLANG=SimplifiedChinese_China.UTF-8@Binary; export ESSLANG LANG=zh_CN.UTF-8; export LANG LC_CTYPE=zh_CN.UTF-8; export LC_CTYPE
Make sure the ESSLANG value you set in setCustomParamsHyperionPlanning.sh matches the ESSLANG value set for Essbase Server (set with EPM System Configurator or by editing HYPERION_HOME/products/Essbase/EssbaseServer/hyperionenv.doc).
Financial Management Postconfiguration Tasks

The following table describes Financial Management postconfiguration tasks.
Table 56
Financial Management Postconfiguration Tasks Reference Oracle Hyperion Financial Management Administrator's Guide
Task If you use the Financial Management Win32 client, or if you selected the ADM Client component during installation to work with Financial Reporting and Web Analysis, you must register servers and clusters and enable DCOM using the HFMRegCluster utility. If you have configured Financial Management Web Applications, use Internet Information Services (IIS) Manager to set the Web Service Extensions Active Server Pages to Allowed. If you applied the maintenance release to move from Release 11.1.1.2 to Release 11.1.1.4, you must run the Schema Upgrade Utility. Optional: Configure Settings for IIS 5.0 Isolation Mode
Configuring Settings for IIS 5.0 Isolation Mode (Optional) on page 156
Configuring Settings for IIS 5.0 Isolation Mode (Optional)

Before you install Financial Management, you install and configure IIS. However, if you run IIS 5.0 Isolation mode in IIS 6.0 on Windows 2003, after you run EPM System Configurator and
create your Web directories, you must manually set two additional IIS properties for the Application Protection and Authentication Level.
To set the properties for IIS 5.0 Isolation mode:

1 2 3 4 5 6 7 8 9
Select Start, then Programs, then Administrative Tools, and then Internet Services Manager. Expand Internet Information Services and its subdirectories, and right-click the virtual directory for Financial Management; for example, HFM, and select Properties. On the Virtual Directory tab, from the list for Application Protection, change the setting to High (Isolated). Close Internet Services Manager. Select Start, then Programs, then Administrative Tools, and then Component Services. Expand the directories, and select COM+ Applications. Select the Financial Management Web site; for example, IIS (Default Web Site//Root/HFM). Right-click the Web site and select Properties. On the Security tab, from the list in the Authentication Level for Calls, change the setting to None.
Strategic Finance Postconfiguration Tasks

The following table describes Strategic Finance postconfiguration tasks.
Table 57
Strategic Finance Postconfiguration Tasks Reference Chapter 2, Performing Server-Related Tasks and Chapter 3, Working With Databases in the Hyperion Strategic Finance Administrator's Guide Managing Entities on Strategic Finance Servers in the Hyperion Strategic Finance User's Guide.
Task Set up servers and databases.
Connect the Strategic Finance client to the server. If you have configured Strategic Finance Web services, use Internet Information Services (IIS) Manager to set the Web Service Extensions Active Server Pages to Allowed.
Performance Scorecard Postconfiguration Tasks

The following table describes Performance Scorecard postconfiguration tasks.
Strategic Finance Postconfiguration Tasks 157
Table 58
Performance Scorecard Postconfiguration Tasks Reference Oracle Hyperion Enterprise Performance Management System Lifecycle Management Guide
Task During configuration, EPM System Configurator registers Performance Scorecard with the default port (19000) for EPM Workspace Web Server configuration. If you are using a different port or protocol, then after deployment, you must edit the .instance file that is created during configuration. To edit the .instance file, use Lifecycle Management to export Hyperion Performance Scorecard Registration artifacts to the file system, use a text editor to edit the context id and lcmCallBack parameters in the instance file on the file system, save your edits, then use Lifecycle Management to import the Hyperion Performance Scorecard Registration artifacts back into the application. Note: The instance file is considered an artifact in Lifecycle Management. The instance file artifact is displayed in the Lifecycle Management artifact listing under the Deployment Metadata node in Shared Services Console. In the Oracle's Hyperion Shared Services Console View Pane, expand Application Groups, then Foundation, and Deployment Metadata. Then in the artifact listing, expand Registration, then Applications, and Hyperion Performance Scorecard.
FDM Postconfiguration Tasks

The following table describes FDM postconfiguration tasks.
Table 59
FDM Postconfiguration Tasks Reference Oracle Hyperion Financial Data Quality Management Configuration Guide Oracle Hyperion Financial Data Quality Management Configuration Guide
Task Configure FDM and create FDM applications. EPM System Configurator only registers FDM with Shared Services. The remainder of the configuration is done in FDM. If you applied the maintenance release to move from Release 11.1.1.3 to Release 11.1.1.4, you must run the Schema Update Utility.
ERP Integrator Postconfiguration Tasks

The following table describes ERP Integrator postconfiguration tasks.
Table 60
ERP Integrator Postconfiguration Tasks Reference Preparing ERP Integrator for Use with Microsoft SQL Server on page 158 Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Administrator's Guide
Task If you are using ERP Integrator with Microsoft SQL Server, perform manual steps. Configure Oracle Data Integrator to work with ERP Integrator.
Preparing ERP Integrator for Use with Microsoft SQL Server

If you are using ERP Integrator with Microsoft SQL Server, you must perform additional steps to update references to the database.
To prepare ERP Integrator for use with Microsoft SQL Server:

1 2 3 4 5
Navigate to the following deployment folder for the ERP Integrator Web application.
HYPERION_HOME/deployments/AppServerNameAndVersion/ERPIntegrator/webapps/aif
Open the following file in a text editor:

WEB-INF/classes/com/hyperion/aif/gl/common/setup/userinterface/DataBindings.cpx
Using the Match Case search option, search and replace all instances of _Oracle with the following:
l
_SQLServer if you are using Microsoft SQL Server.
Save the file. Restart the ERP Integrator Web service.
Data Relationship Management Postconfiguration Tasks

The following table describes Data Relationship Management postconfiguration tasks.
Table 61
Data Relationship Management Postconfiguration Tasks Reference Oracle Hyperion Data Relationship Management Installation Guide
Task Install and configure Data Relationship Management.
Data Relationship Management Postconfiguration Tasks 159
8
In This Chapter
Reconfiguring EPM System Products
Reconfiguring for SSL.................................................................................... 161 Redeploying to a Different Web Application Server Type............................................. 161 Changing Repository Passwords........................................................................ 163 Reconfiguring Ports ...................................................................................... 165
EPM System Configurator enables you to reconfigure products to incorporate changes in your environment. To reconfigure, launch EPM System Configurator on the computer hosting the product, and follow the procedures in Chapter 4, Configuring EPM System Products. Note the following information about reconfiguring:
l
If you are reconfiguring the application server for Shared Services, you must also reconfigure the relational database. If you reconfigure a database, restart the Web application server afterward. If you reconfigure to change a port or server, you must also reconfigure the EPM Workspace Web server and then restart the EPM Workspace Web application.
Reconfiguring for SSL

If you want to change from an SSL-enabled environment to a non-SSL enabled environment, or vice versa, you must use EPM System Configurator to reconfigure all EPM System products, selecting the following configuration tasks:
l
Common Settings Change the Enable SSL for communications option Deploy to Application Server Redeploy all Web applications Configure Web server Reconfigure the Web server
Redeploying to a Different Web Application Server Type

If you have already installed and configured EPM System products and deployed applications to a Web application server, and you want to deploy to a different Web application server type, you can do so using the following procedures. You can redeploy while you are applying a
Reconfiguring for SSL 161
maintenance release or at any time by running EPM System Configurator and selecting the new Web application server type for deployment.
Note: You cannot mix Web application server types for the deployment within a single
installation of EPM System. You must redeploy all Web applications to the same Web application server type if you want to change the Web application server type.
Redeploying from the Embedded Java Container or WebSphere to WebLogic Server

If you previously deployed products to Embedded Java Container or WebSphere, you can redeploy to WebLogic Server during configuration with EPM System Configurator.
To migrate the EPM System product deployment from the Embedded Java Container or
WebSphere to WebLogic Server:
1 2 3
Stop all the services for EPM System products and for the Web application server (Hyperion Apache 2.0 service or the WebSphere service). Navigate to HYPERION_HOME/common/httpServers/Apache/2.0.59/conf/ and open httpd.conf in a text editor. Scroll to the end of file and make the following edits, depending on your Web application server.
l
For Embedded Java container, remove the lines starting with Include conf/ HYSLTomcat-autogenerated.conf (the number of these directives depends on the number of configured components). For WebSphere, remove the lines starting with Include conf/ WebSphereautogenerated.conf (the number of these directives depends on the number of configured components).
4 5
Start EPM System Configurator, and select the Deploy to Application Server task for all the currently deployed applications. During configuration, select WebLogic Server. Configure EPM Workspace Web Server last.
You must complete the Web Server Configuration task for EPM Workspace last to ensure that all products are configured to work with EPM Workspace.
Redeploying Applications from Oracle Application Server to WebLogic Server

To redeploy applications from the Oracle Application Server to WebLogic Server:
1 2
Stop all the Web applications and services for EPM System products and stop all Oracle Application Server OPMN services. Start EPM System Configurator, and select the Deploy to Application Server tasks for all the currently deployed applications. During configuration, select WebLogic Server.
162 Reconfiguring EPM System Products
Configure EPM Workspace Web Server last.
You must complete the Web Server Configuration task for EPM Workspace last to ensure that all products are configured to work with EPM Workspace.
Changing Repository Passwords

For EPM System products that require a database repository, you can change repository passwords after product deployments. After changing database repository passwords, restart EPM System products as described in Chapter 5, Starting and Stopping EPM System Products.
Changing the Shared Services and Registry Repository Password

If you are working in a distributed environment, repeat this procedure on each machine in the deployment.
To change the password for the Shared Services and Registry repository:
1 2 3 4 5 6 7
Using the database administration console, change the password of the user account that was used to configure the Shared Services database. Stop EPM System Web applications and services and processes. Start EPM System Configurator, and under the Foundation tasks, select Configure Database. On the Shared Services and Registry Database Configuration page, select Connect to a previously configured Shared Services database. Keeping the existing database and user, enter the new password for the user account that was used to configure the Shared Services database. Continue the configuration, and click Finish when you are done. Restart the Web applications and services and processes.
Changing EPM System Product Repository Passwords

To change the password for the repository for EPM System products other than Shared
Services:
1 2 3 4
Using the database administration console, change the password of the user account that was used to configure the EPM System product database. Stop EPM System Web applications and services and processes. Start EPM System Configurator, and under the product you want to configure, select Configure Database. On the Database Configuration page, select Perform 1st-time configuration of database.
Changing Repository Passwords 163
5 6 7 8
Specify the existing database and user, and enter the new password for the user account that was used to configure the EPM System product database. When you are prompted to choose whether to Drop and recreate tables or Reuse the existing database, select Reuse the existing database. Continue the configuration, and click Finish when you are done. Restart the Web application and services and processes.
Changing the Planning Applications Repository Password

Use Edit Datasource in the Classic Planning Application wizard to change the Applications repository password. See Oracle Hyperion Planning Administrator's Guide.
Changing the Performance Management Architect Interface Datasource Password

Perform the following procedure if you are using the Interface Data Source configuration with Performance Management Architect applications.
To change the Performance Management Architect Interface Data Source password:

1 2 3 4 5 6
In the database, change the password. Run EPM System Configurator. On the Task Selection page, in the Performance Management Architect area, select Interface DataSource Configuration. Select Edit an existing datasource link, and then select the datasource link. On the database configuration details page, enter the new password. Deselect Create Interface Tables, if it is selected. Continue the configuration, and click Finish when you are done.
Changing the FDM Repository Password

To change the FDM repository password using FDM Workbench:
1 2 3 4 5 6 7
In the database, change the password. From FDM Workbench, choose Add Application and log in. Choose the application for which you want to change the repository and select Modify. Select the Database tab and replace the existing password with the new password. Click OK. Click OK on the Application screen. Ensure that you can log in to the application.
To change the FDM repository password using FDM Web:

1 2 3 4 5 6
In the database, change the password. From the FDM Web logon screen, choose Add Application and log in. Choose the application for which you want to change the repository password and select Modify. Click OK. Click Close. Ensure that you can log in to the application.
Changing the Data Relationship Management Repository Password

To change the Data Relationship Management repository password:
1 2 3 4 5 6 7 8
Stop Data Relationship Management. In the database, change the password. Open the Data Relationship Management console. Go to Database Settings. In Database Login, enter the new password. To test the new password, select connect. Enter the password again and select OK.
You should see a message, Successfully connected to database.

Restart Data Relationship Management.
Reconfiguring Ports
For information about ports, port numbers, and how to configure ports, see Ports in Oracle Hyperion Enterprise Performance Management System Installation Start Here.
Reconfiguring Ports 165
9
In This Chapter
Deployment Scenarios
Considerations for Distributed Environments.......................................................... 167 Adding Servers to a Financial Management Deployment ............................................ 168
Considerations for Distributed Environments

Note the following about product installations if you are working in a distributed environment:
l
If you are installing multiple instance of Essbase Server on a single computer, see Installing Additional Instances of Essbase Server on page 62. EPM System products support only one instance of Shared Services. A single instance of a product does not recognize a second instance of Shared Services. You can have only one instance of Shared Services in a deployment. For EPM Workspace, EPM System Configurator requires that you install the Web server and the Web application server on the same machine (the machine on which you install EPM Workspace). If you want to have the Web server and the Web application server on separate machines, you must perform manual configuration steps. See the Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide for information. If you are using Financial Management and EPM Workspace with IIS, you must install Financial Management Web applications and EPM Workspace on the same box. If you are using FDM and EPM Workspace with IIS, you must install the FDM Web application and EPM Workspace on the same box. EPM Workspace and the application being integrated must be deployed to the same Web application server type. For example, if EPM Workspace is deployed to Oracle Application Server, Performance Management Architect must also be deployed to Oracle Application Server. If an application being integrated does not support the EPM Workspace Web application server, redeploy EPM Workspace to a commonly supported Web application server (Oracle WebLogic Server). When using Financial Management as a data source, for performance reasons, running both Reporting and Analysis and Financial Management on a Windows platform is highly recommended. Deploying Financial Management and Reporting and Analysis in a mixed environment of Windows and UNIX may result in unsatisfactory performance. You can have only one instance of Financial Reporting Scheduler service running in your environment.
Considerations for Distributed Environments 167
Adding Servers to a Financial Management Deployment

The following procedure defines an overview of the recommended process for adding servers to the Financial Management environment, defining clusters, and adding servers to the clusters.
To add servers to your Financial Management environment:

1 2 3 4 5
After you install Financial Management on a new server or servers, run EPM System Configurator on all new servers and select the Configure Application Server task. Run EPM System Configurator on any one application server and select the Configure Application Cluster task to define clusters and add or remove servers to clusters. Run EPM System Configurator on any application or Web server and select the Register Application Servers/Cluster task. Restart EPM Workspace services. In EPM Workspace, register each application against the preferred cluster. See the Oracle Enterprise Performance Management Workspace Administrator's Guide.
168 Deployment Scenarios
10
In This Chapter
Uninstalling EPM System
Uninstalling EPM System Products ..................................................................... 169 Performing a Silent Uninstallation...................................................................... 171
You can uninstall this release of EPM System products using EPM System Uninstaller. You can also perform a silent uninstallation. When you uninstall EPM System products, EPM System Uninstaller:
l
Stops and removes installed services. Un-deploys installed Web applications. Removes desktop icons and start menu icons. Clears the product installation directory of all files. Removes appropriate entries from the Windows registry. Removes appropriate entries from the Oracle's Hyperion Shared Services Registry. Removes appropriate entries (such as virtual directories) from IIS. Removes appropriate entries from the OUI inventory (Oracle installation files list used for patching purposes). When you uninstall EPM System products, EPM System Uninstaller removes everything from the installation directory. Before you uninstall, be sure to back up any files you want to keep that are in HYPERION_HOME. For information about backing up files, see Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide. EPM System Uninstaller does preserve the Essbase / app directory, security file (essbase.sec), and configuration file (essbase.cfg).
Caution!
Uninstalling EPM System Products

To uninstall EPM System products:
1
Choose a method:
l
(Windows) In HYPERION_HOME/uninstall, double-click uninstall.cmd.
Uninstalling EPM System Products 169
(Windows) In the Windows Control Panel, select Add or Remove Programs, select Hyperion EPM System, and click Change/Remove. (Windows) From a Windows console, change to HYPERION_HOME/uninstall/, and then enter uninstall.cmd. From the Start menu, select Programs, then Oracle EPM System, then Foundation Services, and then Uninstall EPM System. (UNIX) Change to the HYPERION_HOME/uninstall directory and type ./ uninstall.sh. (UNIX) Change to the HYPERION_HOME/uninstall directory and type ./ uninstall.sh console.
2 3
Exit other programs before you continue, and then click Next. Select the products to uninstall, and then click Next. All components of the selected products are uninstalled.
For example, if you uninstall any Essbase component, EPM System Uninstaller uninstalls all Essbase components. All installed products are selected by default. Select Deselect All Products to clear the selections for all products, and then select only the products you want to uninstall. If multiple versions of Essbase Server are installed, select the instance to uninstall. Determine the instance by looking at the installation location in the Location column. If you uninstall any Reporting and Analysis component, all other Reporting and Analysis components are disabled.
4 5
Specify whether you want to delete all the files and directories in the Hyperion home directory.
If you select this option, data and customized files will be deleted.
Confirm the products to uninstall, and then click Next.
EPM System Uninstaller displays progress incrementally as each assembly's uninstallation is complete.
Note: To cancel the uninstallation, click Cancel. When you click Cancel, EPM System
Uninstaller stops the uninstallation of the current assembly and rolls that assembly back to an installed state. It does not undo uninstallations for assemblies that were already uninstalled. EPM System Uninstaller indicates the success or failure of the uninstallation. If any part of the uninstallation failed, EPM System Uninstaller notes which assembly failed to uninstall. Check the log files for more information about the errors. You can find the log files in HYPERION_HOME/logs/install. There is a log file for each assembly, named productinstall.log; for example, hss-install.log.
Click Finish to close EPM System Uninstaller.
Note: On Windows 2008, you must reboot after uninstalling EPM System products.
170 Uninstalling EPM System
Performing a Silent Uninstallation

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

1
Copy the response file that you created during installation to the machine on which you want to run the uninstallation. You can also copy the file to a network drive that is accessible from the machines on which you want to uninstall.
For information about recording a response file during installation, see Performing Silent Installations on page 58.
From the command line, enter a command:

uninstall.cmd -silent filename
for Windows or
uninstall.sh -silent filename
for UNIX. The uninstallation runs in the background.
Performing a Silent Uninstallation 171
172 Uninstalling EPM System
11
In This Chapter
License Compliance
Ensuring License Compliance........................................................................... 173 Activating and Deactivating Product Features......................................................... 173 Auditing Usage ........................................................................................... 173
This chapter describes the licensing compliance requirements for a new installation of EPM System products.
Ensuring License Compliance

To ensure compliance with your license agreement, Oracle recommends that you:
l
Activate or deactivate features according to your license agreement. See Activating and Deactivating Product Features on page 173. Audit your usage. See Auditing Usage on page 173.
Activating and Deactivating Product Features

During product configuration with EPM System Configurator, on the Product Options page, for some products you must activate or deactivate features according to your license agreement. See Chapter 4, Configuring EPM System Products and review your license agreement to identify features that you are authorized to use. For information about viewing which options you activated, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide
Auditing Usage
You must audit services and users in accordance with your license agreement and the Software Copy and Use Schedule. To audit users, create a provisioning report. See Generating Provisioning Reports in the Oracle Hyperion Enterprise Performance Management System Security Administration Guide. A
Ensuring License Compliance 173
provisioning report provides a list of users provisioned to each application, either directly or through a group.
174 License Compliance
A
In This Appendix
What Happens During Installation
What Happens During Shared Services Installation .................................................. 175 What Happens During EPM Workspace Installation .................................................. 178 What Happens During Performance Management Architect Installation ........................... 179 What Happens During Calculation Manager Installation ............................................. 180 What Happens During Smart View Installation ........................................................ 181 What Happens During Essbase Installation ........................................................... 181 What Happens During Essbase Studio Installation ................................................... 183 What Happens During Integration Services Installation .............................................. 184 What Happens During Administration Services Installation.......................................... 186 What Happens During Provider Services Installation ................................................. 187 What Happens During Smart Search Command Line Utility Installation............................ 187 What Happens During Reporting and Analysis Installation .......................................... 188 What Happens During Planning Installation ........................................................... 189 What Happens During Financial Management Installation........................................... 189 What Happens During Performance Scorecard Installation.......................................... 190 What Happens During Strategic Finance Installation ................................................. 191 What Happens During Profitability and Cost Management Installation ............................. 192 What Happens During FDM Installation................................................................ 192 What Happens During Data Relationship Management Installation ................................ 193
During installation, EPM System Installer installs components and services for the products that you select and creates Start menu items under All Users.
What Happens During Shared Services Installation

During a typical installation, EPM System Installer performs the following operations:
l
Installs EPM System common components to HYPERION_HOME/common. For information about HYPERION_HOME and a list of directories created, see Common Files installed in the HYPERION_HOME Directory on page 176.
Installs these components:

m
OpenLDAP database (stores security-services-related data)
What Happens During Shared Services Installation 175
Shared Services server Shared Services Help Oracle's Hyperion Remote Authentication Module
Adds shortcuts to the Start menu.
Files Installed in the Foundation Directory

Shared Services files are installed in HYPERION_HOME/products/Foundation. The following table describes the files and folders installed in the /Foundation directory.
Table 62
Foundation Installation Directories Contents Files for uninstalling Shared Services

InstallableAppswar and ear files and scripts and other files needed to deploy an application; as part of preparing a war or ear file for deployment, the war file MAY be unpacked here and some files modified, then the war or ear file repacked, ready for deployment
Directory
_uninst AppServer
bin BPMA CALC openLDAP server SmartView temp workspace
Shared Services start and stop scripts Performance Management Architect files Calculation Manager files OpenLDAP database files Shared Services executable files, default relational database files, Java class files, and server locale files Smart View files Location for temporary files EPM Workspace files
Common Files installed in the HYPERION_HOME Directory

Various files are installed in the HYPERION_HOME/common directory by a default installation of Shared Services. Some common components, and thus some files and directories, are optional and might not be installed. The following table describes the files and folders installed in the HYPERION_HOME/common directory.
Table 63
Common Component Directories Created in the Common Directory Contents Analytic Data Model files
Directory
ADM
176 What Happens During Installation
Directory
appServers Axis calc-client-sdk CLS, CLS-64 config CSS docs epmstage EssbaseJavaAPI EssbaseRTC, EssbaseRTC-64 httpServers HyperionLookAndFeel import_export JakartaCommons JavaMail JCE JDBC JRE, JRE-64 loggers Microsoft.NETFramework (Windows only) MSXML (Windows only) Naming ODBC, ODBC-64 pma-client-sdk RMI SAP, SAP-64 Search SharedServices
Contents Application server files Web services components
License services APIs EPM System Configurator files Files to support EPM System external authentication Product documentation files Files to support OUI inventory Java driver used when embedding Essbase in other applications Essbase runtime client used when embedding Essbase in other applications Web server files for batteries included installation Installer user interface files LifeCycle management files Common development library files Files to support sending e-mail through Java JCE files for encryption, key generation and agreement, and MAC JDBC files Java Runtime Environment files Files for external authentication logging Microsoft .Net files Microsoft XML parsers JNDI files ODBC drivers Performance Management Architect SDK common libraries RMI files Placeholder directory for SAP files to be copied Smart Search Command Line Utility common files Supporting files for Shared Services
What Happens During Shared Services Installation 177
Directory
utilities
Contents Utilities to change the location of EPM System Home and export, import, or validate provisioning data Supporting files for EPM System Diagnostics Supporting files for EPM System Diagnostics Visual C runtime library files EPM Workspace Agent Service Common XML components
validation Velocity VisualCRedistributable workspacert XML
The following table describes other files and folders installed in the HYPERION_HOME directory.
Table 64
Other Common Directories Contents A central location for storing the required Java application server specific files for each product A directory for each product to store log files. For more information about log files, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide The log files belonging to most Hyperion products are created in HYPERION_HOME/logs. Log files are created in a product-specific directory. For example, Shared Services logs are created in HYPERION_HOME/logs/ SharedServices9. Installation logs for each product are located Installation logs for all products are located in HYPERION_HOME/logs/ install/product. The first time you run Oracle's Hyperion Enterprise Performance Management System Diagnostics, it creates logszip.
Directory
deployments logs
Opatch oui products uninstall
Oracle patching tool files Oracle installation files A directory for each product's product files. Each product's directory structure is described later in this chapter. Files to support the uninstallation process
What Happens During EPM Workspace Installation

EPM Workspace files are installed in HYPERION_HOME/products/Foundation/workspace.
Files Installed in the EPM Workspace Directory

The following table describes the files and folders installed in the /workspace directory.
Table 65
EPM Workspace Installation Directories Contents Files for uninstalling EPM Workspace EPM Workspace and Web Analysis static content (online Help) EPM Workspace utilities, start and stop scripts Common files for EPM Workspace configuration Physical location of EPM Workspace services Database scripts are used by EPM System Configurator to create the database repository schema Sample files Annotation scripts EPM Workspace war/ear files Common library files for EPM Workspace Log files for EPM Workspace Utility for migration from previous releases SDK files
Directory
_uninst AppServer bin common data database docs install InstallableApps lib logs MigrationUtility SDK syncCSSId
What Happens During Performance Management Architect Installation

By default, the EPM System Installer performs these operations when you install Performance Management Architect:
l
Copies software files to the Performance Management Architect installation directory, creates the virtual directory in IIS, installs .NET Framework 2.0 if not installed, and installs C++ Runtime libraries. Installs some services. (For a list of services, see Performance Management Architect Services on page 117) Additional services are installed during configuration, and services do not start until you configure with EPM System Configurator. Sets up a virtual directory in IIS for the Dimension Server.
What Happens During Performance Management Architect Installation 179
Files Installed in the Performance Management Architect Directory

Performance Management Architect files are installed in HYPERION_HOME/products/ Foundation/BPMA. The following table describes the files and folders installed in the /BPMA directory.
Table 66
Performance Management Architect Installation Directories Contents Files for uninstalling Performance Management Architect Files required for Java application server deployment for Dimension server and Data Synchronization server Shared libraries for Performance Management Architect Files for using the Performance Management Architect Batch client, which provides a command line tool to access Performance Management Architect Files for the ADS file generator tool SQL files required for relational database configuration
Directory
_uninst AppServer
Common EPMABatchClient
EPMAFileGenerator (Wiindows only) Server (Windows only) temp
What Happens During Calculation Manager Installation

Calculation Manager components are installed in HYPERION_HOME/products/Foundation/
CALC.
Files Installed in the Calculation Manager Directory

The following table describes the files and folders installed in the /CALC directory.
Table 67
Calculation Manager Installation Directories Contents Files to uninstall Calculation Manager. Application server deployment files Configuration files Hyperion Calculation Manager library files and utilities
Directory
_uninst AppServer config lib
What Happens During Smart View Installation

If you use EPM System Installer to install Smart View, Smart View files are installed in HYPERION_HOME/products/Foundation/SmartView or HYPERION_HOME/products/
Essbase/SmartView.
If you installed Smart View using the standalone executable, files are installed in HYPERION_HOME/Smartview. See Oracle Hyperion Smart View for Office User's Guide for more information.
Files Installed in the Smart View Directory

The following table describes the files and folders installed in the /SmartView directory.
Table 68
Smart View Installation Directories Contents

l l l l l
Directory
bin
Smart View DLLs

BIPLusConnector.dll for Oracle Crystal Ball, Fusion Edition HSTbar.xla, the Smart View toolbar smartview.bas, containing VBA function declarations hve.exe, the Visual Explorer executable
cfg
The configuration properties file (properties.xml) for Smart View, which contains the URL location for the Provider Services that is used by default when Smart View is launched Smart View documentation
Docs
What Happens During Essbase Installation

By default, EPM System Installer performs the following operations when you install Essbase.
l
Installs Essbase Server software files to the HYPERION_HOME/products/Essbase/ EssbaseServer directory. If you install an additional instance of Essbase Server on the same computer, it is installed in HYPERION_HOME/products/Essbase-n/EssbaseServer. Creates the file, setEssbaseEnv.cmd, to store environment variables for Windows installations. Creates the file, hyperionenv.doc, to store parameters for UNIX installations. Installs the appropriate version of Java Runtime Environment (JRE) to the HYPERION_HOME/common/JRE directory, and sets the JVMMODULELOCATION variable in the essbase.cfg file.
For a list of files supplied with or required by API to compile programs, see the Oracle Essbase API Reference.
What Happens During Smart View Installation 181
For additional information about what happens when you install and configure multiple instances of Essbase Server, see Configuring and Starting an Additional Instance of Essbase Server on page 95.
Files Installed in the Essbase Server Directory

The following table describes the files and folders installed in the /EssbaseServer directory.
Table 69
Essbase Installation Directories Contents Libraries and header files necessary for using MaxL. You do not have to install or use the API to use MaxL, but the directory is created so that MaxL will work. Essbase application files, as they are created. Essbase sample applications and associated databases.
Directory
api
app
bin java locale
Essbase Server files Java software to support the Java-based features of Essbase NLS files necessary for Essbase supported languages. During the Essbase Server installation, you select a value for the ESSLANG environment variable, which applies to all languages, including English.
localized perlmod
Localized files Files required to add the MaxL Perl Module (essbase.pm), which enables you to embed MaxL statements in Perl programs. You must install Perl. See the documentation in this directory and the MaxL section of the Oracle Essbase Technical Reference.
Files Installed in the Essbase Client Directory

When you install the Essbase Client, some or all of the directories listed in the following table are created in the HYPERION_HOME/products/Essbase/EssbaseClient directory: During Essbase Client installation, EPM System Installer sets ESSBASEPATH to the client installation location, as a user variable (Windows) or in hyperionenv.doc (UNIX). Previous versions of Essbase used ARBORPATH to refer to the installation location. The following table describes the files and folders installed in the /EssbaseClient directory.
Table 70
Essbase Client Installation Directories Contents Essbase API files Essbase program files for running Oracle Essbase Spreadsheet Add-in The installation program adds essexcln.xll to Excel to point Excel to the correct bin directory.
Directory
api bin
Directory
hve JavaAPI locale localized perlmod
Contents Visual Explorer files. Help files for Oracle Essbase Visual Explorer Character-set files necessary for Essbase Server supported languages Localized files Files required to add the MaxL Perl Module (essbase.pm), which enables you to embed MaxL statements in Perl programs. You must install Perl. See the documentation in this directory and the MaxL section of the Oracle Essbase Technical Reference.
What Happens During Essbase Studio Installation

By default, the EPM System Installer performs these operations when you install Essbase Studio:
l
Installs Essbase Studio files in HYPERION_HOME/products/essbase/EssbaseStudio. Installs common components to the HYPERION_HOME/common directory. Installs the Essbase Studio service, which you can choose to start when you configure with EPM System Configurator.
Files Installed in the Essbase Studio Directory

The following table describes the files and folders installed in the /EssbaseStudio directory.
Table 71
Essbase Studio Installation Directories Contents The Essbase Studio Console executable file, EssbaseStudio.exe. Also contains these Eclipse-specific subdirectories: configuration, features, plugins, storage,
workspace. EASLaunch.properties file
Directory
console
console/eas Server
The Essbase Studio Server startup file, startServer.bat. Also contains the server.properties file. Some settings are manually configurable after installation and configuration. See the Oracle Essbase Studio User's Guide or Oracle Essbase Studio Online Help for more information.
Server/database Server/datafiles Server/ess_ japihome
SQL files for creating the Essbase Studio repository The default directory for storing flat files that will serve as data sources for Essbase Studio Server. Java API classes Note: Do not edit the essbase.properties file in server/ess_japihome/bin.
What Happens During Essbase Studio Installation 183
Directory
Server/sqlscripts
Contents SQL scripts that you can use to create a Essbase Studio catalog database. Scripts are included for supported RDBMS.
What Happens During Integration Services Installation

Integration Services files are installed in HYPERION_HOME/products/Essbase/eis. When you install Integration Services software, EPM System Installer:
l
Creates directories and copies program files, scripts, and Help files to the location you specify. Adds entries to the Windows Registry for Integration Services.
The specific changes made to the computer depend on the operating system, whether you are installing server or client software, and which components of Integration Services you choose to install. When you install the Integration Services server software on UNIX computers, EPM System Installer performs the these actions:
l
Copies program files, scripts, and Help to the created directories on the local drive. Copies shared library files to the esslib directory. Creates is.csh and is.sh shell script files for updating the UNIX operating environment and installs them to the directory you created during installation. Creates a sample odbc.ini in the ODBC/Merant/6.1 directory for use in configuring relational data sources for ODBC.
Files Installed in the Integration Services Directory

The following table describes the files and folders installed in the /eis directory.
Table 72
Integration Services Installation Directories Contents Integration Services Console software
Directory
console/bin console/docs console/locale console/localized server/batch server/bin server/esscript
National language support files Localized files Empty. Later, the batch directory will store scheduler scripts for batch jobs that you create. Integration Services software Empty. Later, the esscript directory will contain ESSCMD scripts you create.
Directory
server/lib server/loadinfo
Contents Files used for the import and export of Integration Services metadata Empty. Later, the loadinfo directory will contain directories representing session IDs, which will contain the reject files created during member loads and data loads. National language support files Localized files Contains the server log file, which is created when you first run Integration Services SQL script files to create, drop, and upgrade tables for an OLAP Metadata Catalog in each of the supported databases. For example, you can use oc_create_db2.sql to create OLAP Metadata Catalog tables in a DB2 database. Contains odbc.ini. It also includes the directories and files for the DataDirect ODBC installation and the readme file containing the latest DataDirect ODBC information. DataDirect ODBC PDF documentation is located in Merant/6.1/docs.
server/locale console/localized server/log server/ocscript
(UNIX only) HYPERION_

HOME/common/ODBC/ Merant/6.1 or HYPERION_ HOME/common/ODBC-64/ Merant/6.1 server/samples
Three subdirectories:
l l l
samples/spreadsheets samples/tbcdbase samples/tbcmodel
server/samples/ spreadsheets server/samples/ tbcdbase
Sample Essbase spreadsheets in Excel formats SQL script files and batch files to create tables and load data for the standard TBC sample application database and the Hybrid Analysis-enabled TBC sample application database. SQL script files and batch files to load data for the standard OLAP model (TBC Model) and metaoutline (TBC Metaoutline) and the Hybrid Analysis-enabled OLAP model (HA TBC Model) and metaoutline (HA TBC Metaoutline) in the TBC_MD sample application OLAP Metadata Catalog database. SQL script files to load data for the Unicode OLAP model (Sample_unicode) and metaoutline (Sample_ unicode_meta) in the TBC_MD_U sample application OLAP Metadata Catalog database. For manual sample application setup, you create tables for TBC_MD and TBC_MD_U with SQL script files in the ocscript directory.
server/samples/ tbcmodel
XML files to load data for the standard OLAP model (TBC Model) and metaoutline (TBC Metaoutline) and the Hybrid Analysis-enabled OLAP model (HA TBC Model) and metaoutline (HA TBC Metaoutline) in the TBC_MD sample application OLAP Metadata Catalog database. (Oracle only) XML files to load data for the Unicode OLAP model (Sample_unicode) and metaoutline (Sample_unicode_meta) in the TBC_MD_U sample application OLAP Metadata Catalog database.
server/temp
Temporary files
What Happens During Integration Services Installation 185
What Happens During Administration Services Installation

The default installation directory for Administration Services is HYPERION_HOME/products/
Essbase/eas.
EPM System Installer performs the following operations when you install Administration Services:
l
On Windows, creates the EAS_HOME environment variable on the system. Installs and configures Embedded Java Container during the Administration Services installation. Adds shortcuts to the Start menu. Installs and configures Business Rules software and documentation.
Files Installed in the Administration Services Directory

The following table describes the files and folders installed in the /eas directory.
Table 73
Administration Services Installation Directories Contents Startup scripts for the deployed Web application server. However, the recommend procedure is to launch Administration Services from the start menu or from HYPERION_HOME/deployments/AppServer/bin/ starteas.bat. Administration Services Console executable files, Java class files, Business Rules plug-in files, and temporary files created by the console installation Startup scripts and executables for Administration Services Console Java libraries for Administration Services Console Temporary directory for Administration Services Console Administration Services executable files, default relational database files, Java class files, Business Rules server files, and server locale files Files required by EPM System Configurator for deployment Administration Services Server binaries Administration Services Server jar files Locale files for Essbase RTC Documentation launch files for localized documentation
Directory
bin
console
console/bin console/lib console/temp server
server/AppServer server/bin server/lib server/locale server/localized storage
Note: If you are using SAP R/3 as a data source, to configure Administration Services to work
with SAP/R3, see Administration Services Online Help for information on how to install and configure SAP/R3.
What Happens During Provider Services Installation

Provider Services files are installed in HYPERION_HOME/products/Essbase/aps. EPM System Installer performs the following operations when you install Provider Services:
l
Installs EPM System common components to the HYPERION_HOME/common directory. By default, installs Embedded Java Container application server. On Windows, adds shortcuts to the Start menu. Creates an environment variable APS_HOME on Windows, which contains the path of the Provider Services installation.
Files Installed in the Provider Services Directory

The following table describes the files and folders installed in the /aps directory.
Table 74
Provider Services Installation Directories Contents Application server files configured by EPM System Configurator Executable program files and server setting files for Provider Services A database file that Provider Services uses by default to store user names, server names, and other domain information Java API interface source Help files Third-party libraries
essconfiguration.jar file used by EPM System Configurator
Directory
Appserver bin data devtools docs external lib redist samples
Smart View client installation executable files Sample programs that you can use to test Provider Services software and start developing client programs
What Happens During Smart Search Command Line Utility Installation

Smart Search Command Line Utility files are installed in HYPERION_HOME/products/ Essbase/SmartSearch.
What Happens During Provider Services Installation 187
Files Installed in the Smart Search Command Line Utility Directory

The following table describes the files and folders installed in the /SmartSearch directory.
Table 75
Smart Search Command Line Utility Installation Directories Contents Files required for Java application server deployment for Smart Search Command Line Utility Smart Search Command Line Utility configuration files and templates for rendering search results.
Jar files needed to run Oracle Hyperion Smart Search Command Line Utility
Directory
AppServer hysl lib
What Happens During Reporting and Analysis Installation

Reporting and Analysis files are installed in HYPERION_HOME/products/biplus.
Files Installed in the Reporting and Analysis Directory

The following table describes the files and folders installed in the /biplus directory.
Table 76
Reporting and Analysis Installation Directories Contents Files to uninstall Reporting and Analysis Web Analysis files Product binaries plus start, stop scripts Subdirectories for common items Product temp data subdirectories Design architect and studio product-specific files, such as templates and scripts Help, samples Font files Files laid down and used during installation and configuration
.war and .ear files and .war- and .ear-preparation scripts .jar files
Directory
_uninst appsinfo bin common data DDS docs fonts install InstallableApps lib logs
Log files
Directory
temp
Contents Temporary file storage
What Happens During Planning Installation

Planning files are installed in HYPERION_HOME/products/Planning. By default, the EPM System Installer performs these operations:
l
Copies Planning software files to the installation directory. Copies common components to the HYPERION_HOME directory that you specify. Installs the appropriate versions of Java Run-time Environment (JRE). Copies file to create a common RMI registry, called HyperionRMIRegistry, for products such as Planning and Oracle's Hyperion Business Rules.
Files Installed in the Planning Directory

The following table describes the files and folders installed in the /Planning directory.
Table 77
Planning Installation Directories Contents Uninstallation files for Planning Files required for Java application server deployment for Planning Executables, bat files, sh files and cmd files including Planning utilities. Also included are Smartview.exe and Offline.exe. Planning properties and ico files
Jar files needed to run Planning
Directory
_uninst AppServer bin
config lib/lib64 Offline
Files needed to run Offline Oracle Hyperion Planning, Fusion Edition
What Happens During Financial Management Installation

Financial Management files are installed in HYPERION_HOME/products/ FinancialManagement. By default, EPM System Installer performs these operations when you install Financial Management:
l
Copies common components to the HYPERION_HOME directory that you specify Installs the Java Runtime Environment (JRE) version
What Happens During Planning Installation 189
Installs the ADM driver, HsvADMDriver.dll, in HYPERION_HOME/products/

FinancialManagement/client
If you do not have Microsoft Data Access Component (MDAC) installed on the application server, EPM System Installer installs it. The MDAC installation process can be time-consuming and requires that you reboot your computer.
Files Installed in the Financial Management Directory

The following table describes the files and folders installed in the /FinancialManagement directory.
Table 78
Financial Management Installation Directories Contents Uninstallation files for Financial Management Files for facilitating upgrades
dlls and executable files for Win32 client and Web tier client dlls shared between the Application tier and Web tier
Directory
_uninst bin Client Common Consultant Utilities Documentation HAL70AdapterInstall Install Sample Apps Server Server Working Folder Web Web Server Web Services
Utilities for viewing error logs Help files Files for installing Oracle's Hyperion Application Link 7.0 Adapter Files to install and configure the Smart View provider Sample applications and instructions for loading sample files
dlls for Application Server tier
Report style sheets and templates Smart View provider, Web pages, and Web help files
dlls needed to run the Web server
Web Service Manager executable
What Happens During Performance Scorecard Installation

Performance Scorecard files are installed in HYPERION_HOME/products/ PerformanceScorecard.
Files Installed in the Performance Scorecard Directory

The following table describes the files and folders installed in the /PerformanceScorecard directory.
Table 79
Performance Scorecard Installation Directories Contents Files needed to uninstall Performance Scorecard Files required for Java application server deployment for Performance Scorecard Scripts to start and stop HPSWebReports and HPSAlerter Initialization and upgrade scripts used to create a new Oracle Hyperion Performance Scorecard, Fusion Edition database or to upgrade an existing one, depending on your choice during configuration Files that enable you to use the ETL Import/Export utility to load and extract data
Directory
_uninst AppServer bin db
tools
What Happens During Strategic Finance Installation

Strategic Finance files are installed in HYPERION_HOME/products/hsf.
Files Installed in the Strategic Finance Directory

The following table describes the files and folders installed in the /hsf directory.
Table 80
Strategic Finance Installation Directories Contents Batch files to start and stop Strategic Finance Executables and files for running the Strategic Finance Client Server entities, access control, maps, batches, server consolidation data and other Strategic Finance server database information. Executables for the Strategic Finance server and administration utility Files for uninstalling Strategic Finance
Directory
bin Client HSFData
Server uninstall ValidationLibs WebServer
Oracle Hyperion Strategic Finance, Fusion Edition Web services components
What Happens During Strategic Finance Installation 191
What Happens During Profitability and Cost Management Installation

Profitability and Cost Management software components are installed in HYPERION_HOME/ products/Profitability.
Files Installed in the Profitability and Cost Management Directory

The following table describes the files and folders installed in the /Profitability directory.
Table 81
Profitability and Cost Management Installation Directories Contents Files for uninstalling Profitability and Cost Management Files required for Java application server deployment for Profitability and Cost Management Batch files for starting and stopping Profitability and Cost Management SQL scripts required for creating the production database Files used for configuration user interface Provides sample data files, including a metadata xml file to create a Profitability and Cost Management application in Oracle Hyperion EPM Architect, Fusion Edition and a staging dump file to import model data into a Oracle Hyperion Profitability and Cost Management, Fusion Edition application
Directory
_uninst AppServer bin database lib samples
What Happens During FDM Installation

FDM files are installed in HYPERION_HOME/products/FinancialDataQuality. ERP Integrator files are also installed in this location.
Files Installed in the FDM Directory

The following table describes the files and folders installed in the /FinancialDataQuality directory.
Table 82
Directory
_uninst ApplicationServer AppServer
Contents Files to uninstall Oracle Hyperion Financial Data Quality Management, Fusion Edition Application Configuration executable and the application server dll file Files required for Java application server deployment for Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications
Directory
bin common database InstallScripts lib LoadBalanceManager odi
Contents Scripts to start and stop Hyperion ERPI - Web Application (HyS9aifWeb) Files required for registration with Shared Services Scripts to create database objects Script files used during the installation process Files required for configuration with EPM System Configurator Load Balance Manger Configuration executable and Load Balance Manager dll files
l l
\scenarios stores scenarios for use with Oracle Data Integrator
\topology stores logical schemas related to Oracle Data Integrator
SharedComponents
Components shared between the Web client, Workbench, configuration tools, application server, and task manager Configuration executable and Task Manager dll files Web Configuration executable, Web Configuration dll file, and Web site setup, dll, and html files
TaskManager WebServerComponents
What Happens During Data Relationship Management Installation

For information about the Oracle Hyperion Data Relationship Management, Fusion Edition installation, see the Oracle Hyperion Data Relationship Management Installation Guide.
What Happens During Data Relationship Management Installation 193
B
In This Appendix
Optional Manual Configuration for Essbase Products
Manually Configuring the Essbase Server Environment (UNIX) ...................................... 195 Manually Configuring the Essbase Server Environment (Windows) ................................. 201
Manually Configuring the Essbase Server Environment (UNIX)

During installation, EPM System Installer performs these tasks:
l
Creates .hyperion.'hostname', which defines the Hyperion home directory. Creates hyperionenv.doc, which specifies default parameters for starting Essbase. Provides start scripts for the Korn shell.
Each Hyperion home directory has its own hyperionenv.doc file and startEssbase.sh file. During configuration, EPM System Configurator:
l
Updates hyperionenv.doc with values you specify if they differ from the default values. Updates essbase.cfg with the port values you specify. For information about essbase.cfg, see Oracle Essbase Technical Reference. Updates essbase.cfg with the JVMMODULELOCATION setting to designate the installation location of JRE. For information about designating a different, specific instance of JRE, see Changing JvmModuleLocation (UNIX) on page 198.
EPM System Configurator does not update the .cshrc or .profile environment files. To start Essbase, Oracle provides a script, startEssbase.sh. The script calls hyperionenv.doc, which sets the required parameters, and starts Essbase. By default, if you do not configure Essbase with EPM System Configurator, hyperionenv.doc is populated with default values so you can use startEssbase.sh to start Essbase in standalone mode (without Shared Services authentication). The following information is provided if you prefer to configure manually or want to change the configuration later, or want to update the script for a different shell. (Oracle provides scripts for the Korn shell.)
Manually Configuring the Essbase Server Environment (UNIX) 195
Note: After installing and updating the environment, you must log off the server and log on
again for the changes to take effect.

Note: If you installed an additional instance of Essbase, it is installed in HYPERION_HOME/ products/essbase-n. This instance has its own copy of hyperionenv.doc, essbase.cfg, and startEssbase.sh.
Specifying Parameters in hyperionenv.doc

The hyperionenv.doc file is written in Korn shell. If you are using another shell, be sure to use syntax appropriate for it. The following tables describes the variables in hyperionenv.doc:
Parameter ARBORPATH PATH HYPERION_ HOME LD_LIBRARY_ PATH Description Location of applications and data To more quickly access Essbase Server components, add $ESSBASEPATH/bin to the PATH. Installation location for all EPM System products System library path. Update the library path variable appropriate for the operating system you are using.
l l l l
Default Value
HYPERION_HOME/products/Essbase/ EssbaseServer/app $ESSBASEPATH/bin
HYPERION_HOME/products/Essbase/ EssbaseServer/
HP-UX SHLIB_PATH IBM AIX LIBPATH Linux LD_LIBRARY_PATH Solaris LD_LIBRARY_PATH

HYPERION_HOME/products/Essbase/ EssbaseServer English_UnitedStates.Latin1@Binary HYPERION_HOME/common/ODBC/Merant/6.1/ odbc.ini
ESSBASEPATH ESSLANG ODBCINI LD_PRELOAD (HPUX RISC only)
Installation location of Essbase client Locale definition Location of odbc.ini You must set the environment variable LD_PRELOAD on HPUX RISC. Caution! Failure to set LD_PRELOAD on HPUX RISC platforms might result in Essbase terminating abnormally. Setting LD_PRELOAD in UNIX environment scripts (such as .profile) is not recommended, as unexpected consequences might occur.
export LD_PRELOAD=HYPERION_HOME/ common/JRE/1.5.0/lib/ PA_RISC2.0/server/libjvm.sl
196 Optional Manual Configuration for Essbase Products
Changing ESS_JVM_OPTION and ESS_CSS_JVM_OPTION

The environment variables ESS_JVM_OPTION# (0 through 9) and ESS_CSS_JVM_OPTION# (0 through 9) are available to address any platform and JRE version-specific options required by JVM. If required for your environment, these settings are written to the hyperionenv.doc file during installation. If you are running JRE 1.5.0 on Solaris, the ESS_JVM_OPTION and ESS_CSS_JVM_OPTION environment variables are required:
l
ESS_JVM_OPTION1If using JVM for custom-defined functions, custom-defined macros,
data mining, triggers, or external authentication supplied by Oracle.

l
ESS_CSS_JVM_OPTION1If using the security platform supplied by Oracle.
You must set these environment variables to use -Xusealtsigs, which is a special Java argument. -Xusealtsigs is the only setting required for this release.
To set ESS_JVM_OPTION1 and ESS_CSS_JVM_OPTION1:

Add the environment setting in the appropriate file and format for your system. The following table provides examples of environment settings.
Shell C
Environment File .cshrc
Variable and String ESS_JVM_OPTION1: setenv ESS_JVM_OPTION1 "-Xusealtsigs" ESS_CSS_JVM_OPTION1: setenv ESS_CSS_JVM_OPTION1 "-Xusealtsigs"
Bourne or Korn Shell
.profile
ESS_JVM_OPTION1: ESS_JVM_OPTION1=-Xusealtsigs; export ESS_JVM_OPTION1; ESS_CSS_JVM_OPTION1: ESS_JVM_CSS_OPTION1=-Xusealtsigs; export ESS_CSS_JVM_OPTION1;
Changing the Location of Shared Services Log Files (Optional)

Use this information if you want to change the location of Shared Services configuration log files. The default location of Shared Services configuration log files depends on the application server on which Shared Services is deployed. To change the location where log files are written, use the ESS_CSS_JVM_OPTION# environment variable. Be sure to use a # that does not conflict with other ESS_CSS_JVM_OPTION variables used in your environment.
To set ESS_CSS_JVM_OPTION2:
1
(UNIX) Add the environment variable in the appropriate file and format for your system.
The following table provides examples of environment settings.

Shell C Bourne or Korn Shell Environment File .cshrc .profile Variable and String setenv ESS_CSS_JVM_OPTION2 "-Djava.io.tmpdir=location ESS_CSS_JVM_OPTION2=-Djava.io.tmpdir=location export ESS_CSS_JVM_OPTION2;
where location is the full pathname. For example: /vol1/server/csslog. OR
(Windows) At a command prompt, type:

set ESS_CSS_JVM_OPTION2= -Djava.io.tmpdir=location
For example:
set ESS_CSS_JVM_OPTION2= -Djava.io.tmpdir=c:/csslog
Changing JvmModuleLocation (UNIX)

The JVMMODULELOCATION setting in the essbase.cfg file enables you to designate a specific installation of JRE for use with Essbase, and is required to enable Data Mining, Shared Services, custom defined functions, triggers, and external authentication. This setting is particularly useful if you have multiple versions of Java installed on the Essbase Server computer. During Essbase Server configuration, the correct setting for JVMMODULELOCATION is automatically added to essbase.cfg. To change the JVMMODULELOCATION parameters, you must specify the full path and file name of the Java Virtual Machine (JVM) library. The location and name of the library varies, depending on the JRE version and the operating system that you are using, as shown in the following table.
Note: To run 64bit Essbase on any 64bit operating system requires a 64bit JVM.
The following table provides the location and name of the JVM library file for different operating systems.
Platform (JRE version) Solaris 32bit (JRE 1.5.0) Solaris 64bit (JRE 1.5.0_05) Location and Name of JVM Library File $HYPERION_HOME/common/JRE/Sun/1.5.0/lib/sparc/server/libjvm.so $HYPERION_HOME/common/JRE-64/Sun/1.5.0/lib/sparcv9/server/ libjvm.so
Platform (JRE version) Linux (JRE 1.5.0_05) Linux (JRE-64 1.5.0) IBM AIX 32bit (JRE 1.5.0) IBM AIX 64bit (JRE 1.5.0) HP-UX 32-bit (JRE 1.5.1_01) HP-UX 64-bit (JRE 1.5.1_01)
Location and Name of JVM Library File $HYPERION_HOME/common/JRE/Sun/1.5.0/lib/i386/server/libjvm.so $HYPERION_HOME/common/JRE-64/Sun/1.5.0/lib/amd64/server/libjvm.so $HYPERION_HOME/common/JRE/IBM/1.5.0/jre/bin/j9vm/libjvm.so $HYPERION_HOME/common/JRE-64/IBM/1.5.0/jre/bin/j9vm/libjvm.so $HYPERION_HOME/common/JRE/HP/1.5.0/lib/PA_RISC2.0W/server/ libjvm.sl $HYPERION_HOME/common/JRE-IA64/HP/1.5.0/lib/IA64W/server/ libjvm.so
Managing Memory with JvmModuleLocation

If you are not using Data Mining, Shared Services, custom defined functions, triggers, or external authentication, you can reduce the amount of memory used by editing essbase.cfg and setting JvmModuleLocation to null (empty). If you are using these features, and need to reduce the amount of memory used, then you can reduce the JVM heap size by setting the following environment variables:
ESS_JVM_OPTION3=-Xms16m ESS_JVM_OPTION4=-Xmx16m
Because the default minimum and maximum for JVM heap size are different for different platforms and versions, set the correct value for your environment. For example, see the following as a reference: http://publib.boulder.ibm.com/infocenter/wasinfo/v4r0/index.jsp? topic=/com.ibm.support.was.doc/html/Java_SDK/1132680.html.
Optional Manual Configuration for Integration Services (UNIX)

EPM System Configurator provides configuration scripts is.csh and is.sh, for updating environment variables. If necessary, update the scripts for your shell. Both shell scripts set the following environment variables: The following table describes the environment variables for Integration Services on UNIX.
Table 83
Environment Variables Required for Integration Services on UNIX Purpose and Default Setting Specifies the directory where the Integration Services software is installed. Specifies the directory where the common Hyperion components are installed. $HOME/Hyperion
Name ISHOME HYPERION_HOME
Name ARBORPATH
Purpose and Default Setting Specifies the location of Essbase applications. $ISHOME
ESSBASEPATH ISLOADINFO
Location of Essbase client Specifies a directory location for the reject files created during a member load or data load. $ISHOME/loadinfo
ISODBC ODBCINI
%HYPERION_HOME%/common/Merant/ODBC/6.1 Optional. Specifies the location and name of the file containing the DSN configuration for ODBC.
$HYPERION_HOME/common/ODBC/Merant/6.1/odbc.ini
TEMP
Specifies a directory for temporary files. /tmp
JAVA_HOME Library path (Platform):

l l l
Specifies the JRE location. For example, for 64bit AIX, the location is $HYPERION_HOME/common/ JRE-64/IBM/1.5.0. Specifies the list of directories to search for software libraries. The default setting is the current library path list, with the following entries added to the end of the list: $ISHOME/bin; $ISHOME/esslib $HYPERION_HOME/ODBC/Merant/6.1/lib;
LIBPATH (AIX) SHLIB_PATH (HP-UX) LD_LIBRARY_PATH (Solaris) LD_LIBRARY_PATH (Linux)
CLASSPATH PATH
$HYPERION_HOME/common/CSS/9.5.0.0/lib/css-9_5_0.jar
Specifies the list of directories to search for software programs and libraries. The default setting is the current PATH list, with the following entry added to the end of the list: $ISHOME/bin:
Update the UNIX environment by adding is.csh or is.sh to the login script of the user who runs the Integration Services software.
To include the is.csh or is.sh script in your login scripts:

1 2
In a text editor, open the login script file for the user (typically, hyperion) who runs Integration Services. Add a new line to the file.
l
If you use Korn shell, type:

. /full_path_to_directory/is.sh
If you use C shell, type:

source /full_path_to_directory/is.csh
Optional Manual Configuration for Administration Services (UNIX)

To start Administration Services, Oracle provides a script, starteas.sh. The script calls setCustomParamseas.sh, which sets the required parameters and starts Administration Services. If you are using Oracle Application Server on UNIX, setCustomParamseas.sh is not provided. You must specify the environment variables in the Oracle Application Server Application Server Console, by setting the Server properties for the OC4J instance. The following table describes the environment variables for Administration Services on UNIX.
Table 84
Environment Variables Required for Administration Services on UNIX Default Value

HYPERION_HOME/products/Essbase/eas HYPERION_HOME/products/Essbase/eas/server HYPERION_HOME/products/Essbase/eas/server HYPERION_HOME/products/Essbase/eas/server/bin:$PATH
Parameter Name EASHOME ARBORPATH ESSBASEPATH PATH
In addition, specify the ESSLANG value if it is not already set on the machine.
Optional Manual Configuration for Provider Services (UNIX)

To start Provider Services, Oracle provides a script, startaps.sh. The script calls setCustomParamsaps.sh, which sets the required parameters and starts Provider Services. If you are using Oracle Application Server on UNIX, setCustomParamsaps.sh is not provided. You must specify the environment variables in the Oracle Application Server Application Server Console, by setting the Server properties for the OC4J instance. The following table describes the environment variables for Provider Services on UNIX.
Table 85
Environment Variables Required for Provider Services on UNIX Default Value

HYPERION_HOME/products/Essbase/aps %ESS_ES_HOME%/bin;%ARBORPATH%/bin;%PATH%
Parameter Name ESS_ES_HOME PATH
Manually Configuring the Essbase Server Environment (Windows)

During Essbase Client installation, EPM System Installer:
Manually Configuring the Essbase Server Environment (Windows) 201
Sets ESSBASEPATH to the Essbase client installation location as a user variable (Windows) and adds it to the PATH. Note that this is a new variable. Previous versions of Essbase used ARBORPATH to refer to the installation location. ARBORPATH now refers to the application location.
Sets ARBORPATH as a user variable (Windows).
During Essbase Server installation, EPM System Installer does not set environment variables. Instead, batch files are provided to start Essbase (startEssbase.cmd), ESSCMD (startEsscmd.cmd), and essmsh (startMaxl.cmd). All the scripts call setEssbaseEnv.cmd to set up ESSBASEPATH, ARBORPATH, and PATH before starting. If you've installed multiple instances of Essbase Server, each instance has its own startup script. During Essbase Server configuration, EPM System Configurator:
l
Specifies the environment variables ESSLANG and ARBORPATH in a file used to launch Essbase. Updates essbase.cfg with the port values that you specified. For information about essbase.cfg, see Oracle Essbase Technical Reference. Updates essbase.cfg with the JVMMODULELOCATION setting to designate the installation location of JRE. For information about designating a different, specific instance of JRE, see Setting JVMMODULELOCATION (Windows) on page 202.
The following information is provided in the event that you prefer to configure manually or want to change the configuration later.
Updating the Environment Manually for Essbase Server

Essbase Server relies on variables set in setEssbaseEnv.cmd. To run Essbase Server, use startEssbase.cmd, which calls setEssbaseEnv.cmd. Ensure that the following environment variables are set appropriately:
l
ESSBASEPATH ARBORPATH ESSLANG PATH
Setting JVMMODULELOCATION (Windows)

The JVMMODULELOCATION setting in the essbase.cfg file enables you to designate a specific installation of JRE for use with Essbase, and is required to enable Data Mining, Oracle's Hyperion Shared Services, custom defined functions, triggers, and external authentication. This setting is particularly useful if you have multiple versions of Java installed on the Essbase Server computer.
During Essbase Server configuration, the correct setting for JVMMODULELOCATION is automatically added to essbase.cfg. To change JVMMODULELOCATION parameters, you must specify the full path and file name of the Java Virtual Machine (JVM) library. The location and name of the library varies, depending on the JRE version and the operating system that you are using.
Note: To run 64bit Essbase on any 64bit operating system requires a 64bit JVM.
The following table shows where the JRE and jvm.dll files are installed:
Platform (JRE version) 32-bit Windows: JRE JVM.DLL 64-bit Windows (Itanium): JRE JVM.DLL 64-bit Windows on AMD Opteron and Intel Xeon: JRE JVM.DLL
JRE and JVM.DLL Locations
HYPERION_HOME/common/jre/sun/1.5.0 HYPERION_HOME/common/jre/sun/1.5.0/bin/server/jvm.dll
HYPERION_HOME/common/JRE-IA64/Sun/1.4.2 HYPERION_HOME/common/JRE-IA64/Sun/1.4.2/bin/server/jvm.dll
HYPERION_HOME/common/JRE-AMD64/Sun/1.5.0 HYPERION_HOME/common/JRE-AMD64/Sun/1.5.0bin/server/jvm.dll
Configuring the 32-bit Runtime Client on a 64-bit Windows Platform

If you want to use 32bit and 64bit client applications on the same machine, and you don't want to have to recompile applications, use the following procedure.
To install and use the 32-bit Runtime Client on a 64-bit Microsoft Windows machine:
1 2 3 4
Record the value of the HYPERION_HOME system environment variable. From a command prompt or from a shell window on which the HYPERION_HOME value does not conflict with existing Essbase 64-bit client or server installations, install the 32-bit client. After the 32-bit client installation is completed, restore the system environment variable HYPERION_HOME to the value noted in Step 1. On the 64-bit machine, run the precompiled 32-bit client program from a command prompt or from a shell window on which ARBORPATH and ESSBASEPATH are set to the installation directory of the 32bit Runtime Client and PATH is set to include the bin subdirectory under the ARBORPATH directory.
For information on Application Programming Interface and Runtime Client, see the Oracle Essbase API Reference.
Optional Manual Configuration for Integration Services (Windows)

During installation, EPM System Installer specifies environment variables for Integration Services in the start scripts used to start Oracle Essbase Integration Services HYPERION_HOME/products/Essbase/eis/server/bin/startup.bat (for the server) and HYPERION_HOME/products/Essbase/eis/console/bin/startclient.bat (for the console). The startup scripts set the following environment variables:
l
ARBORPATH ISHOME ESSBASEPATH
Optional Manual Configuration for Administration Services (Windows)

Oracle Essbase Administration Services requires the following environment variables:
l
ESSLANG ESSBASEPATH EAS_HOME
The console finds files through admincon.lax and the server uses setCustomParamseas.bat to set variables. EPM System Installer installs admincon.lax and EPM System Configurator creates setCustomParamseas.bat when the you deploy to the Web application server.
Optional Manual Configuration for Essbase Studio (Windows)

During installation, Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition specifies environment variables for Essbase Studio in the start file used to launch Essbase Studio HYPERION_HOME/products/Essbase/EssbaseStudio/Server/ startServer.bat. For additional customization, see Configuring the Server Properties File and Configuring the Administration Services Console Launch File in the Oracle Essbase Studio User's Guide.
Optional Manual Configuration for Provider Services (Windows)

Ensure that the following variables are set appropriately:
APS_HOME APS_HOME is set as an environment variable after installation and
configuration.
l
ESS_ES_HOME Set ESS_ES_HOME in HYPERION_HOME/products/Essbase/aps/bin/ startcmd.cmd to point to APS_HOME. ESS_ES_HOME is required to launch the command-
line administration utility for Provider Services.

l
JAVA_HOME Set JAVA_HOME in HYPERION_HOME/products/Essbase/aps/bin/ startcmd.cmd. JAVA_HOME is required to run Java API samples. ESSLANG Ensure that the ESSLANG value is correct for your locale in HYPERION_HOME/ products/Essbase/aps/bin/essbase.properties. By default, ESSLANG is set to US
English. You can perform additional configuration by editing HYPERION_HOME/products/Essbase/ aps/bin/essbase.properties. See the Oracle Hyperion Provider Services Administration Guide.
C
In This Appendix
Essbase 32-Bit and 64-Bit Compatibility
Essbase 32-Bit and 64-Bit Client and Server Compatibility ......................................... 207 Essbase API Compatibility on 32-Bit and 64-Bit Platforms.......................................... 208
Essbase 32-Bit and 64-Bit Client and Server Compatibility

The following table summarizes the compatibility of 32-bit and 64-bit clients and servers with Essbase Server:
Client 32-bit Essbase Administration Services Console 32-bit Essbase Administration Services Console 64-bit Essbase Administration Services Console 32-bit Essbase Studio Console 32-bit Essbase Studio Console 64-bit Essbase Studio Console 32-bit Essbase Integration Services Console 32-bit Essbase Integration Services Console 32-bit Smart View 32-bit Oracle Hyperion Smart View for Office, Fusion Edition 32-bit Essbase Administration Services Console 64-bit Essbase Administration Services Console 32-bit Java API or XMLA client application 64-bit Java API or XMLA client application
Server 32-bit Administration Server 64-bit Administration Server 64-bit Administration Server 32-bit Essbase Studio Server 64-bit Essbase Studio Server 64-bit Oracle Essbase Studio Server 32-bit Essbase Integration Server 64-bit Essbase Integration Server 32-bit Provider Services 64-bit Provider Services 32-bit Provider Services 64-bit Provider Services 32-bit Provider Services 64-bit Provider Services
Essbase Server: Platform to Which Client Can Connect 32-bit, 64-bit 32-bit, 64-bit 64-bit 32-bit, 64-bit 32-bit, 64-bit 64-bit 32-bit , 64-bit 32-bit , 64-bit 32-bit, 64-bit 64-bit 32-bit, 64-bit 64-bit 32-bit, 64-bit 64-bit
Essbase 32-Bit and 64-Bit Client and Server Compatibility 207
Essbase API Compatibility on 32-Bit and 64-Bit Platforms

Essbase provides APIs for 32-bit and 64-bit platforms, which you can use to write and compile client programs that interface with Essbase Server.
l
Client programs developed for 32-bit platforms using the Essbase C API or Visual Basic API can run on 32-bit platforms and connect to either 32-bit or 64-bit Essbase Server. Precompiled client programs developed using the 32-bit Essbase Visual Basic API can run on 64-bit Windows platforms connecting to 64-bit Essbase Server, as long as the 32-bit runtime environment is set up as according to the documented instructions. Client programs developed for 64-bit platforms using the Essbase C API:
m
Can run on 64-bit platforms and connect to 32-bit or 64-bit Essbase Servers Cannot run on 32-bit platforms Client programs developed for 64-bit platforms do not require the #pragma directive to set the byte alignment.
Caution!
You cannot develop a client program for 64-bit Windows using the Essbase Visual Basic API.
The following table summarizes the compatibility of client programs developed with Oracle Essbase APIs:
Client Development: Platform with API Version 32-bit C API / Runtime Client 32-bit VB API / Runtime Client
Platform on which Client Can Run 32-bit 32-bit Windows 64-bit Windows
Essbase Server: Platforms to Which Client Can Connect 32-bit, 64-bit 32-bit, 64-bit 64-bit 32-bit, 64-bit 32-bit, 64-bit
32-bit Java (API or XMLA client application) 32-bit embedded Java (API client application) 64-bit C API / Runtime Client 64-bit Java (API or XMLA client application) 64-bit embedded Java (API client application)
32-bit Provider Services server
64-bit 64-bit Oracle Hyperion Provider Services server
32-bit, 64-bit 64-bit 64-bit
For information on the compatibility of 32-bit and 64-bit Oracle Hyperion Enterprise Performance Management System clients and servers with Essbase Server, see Essbase 32-Bit and 64-Bit Client and Server Compatibility on page 207.
208 Essbase 32-Bit and 64-Bit Compatibility
D
Database Oracle Database SQL Server DB2 Format
JDBC URL Attributes
During configuration, on the Configure Database page, click Advanced to specify additional JDBC parameters, which are used by Hyperion JDBC drivers to connect to the database. The following table describes the format to use to enter the parameters:
jdbc:hyperion:oracle://host:port;property1=value1;property2=value2;... propertyN=valueN jdbc:hyperion:sqlserver://host:port;property1=value1;property2=value2;... propertyN=valueN jdbc:hyperion:db2://host:port;property1=value1;property2=value2;... propertyN=valueN
Use the following information about the parameters. For additional information about the parameters, see DataDirect Connect for JDBC Help in HYPERION_HOME/common/JDBC/ DataDirect/3.7/help/help.htm. The following table describes additional information about the parameters:
Property SERVICENAME1 SID2 LOADLIBRARYPATH MAXPOOLEDSTATEMENTS ALTERNATESERVERS CONNECTIONRETRYCOUNT CONNECTIONRETRYDELAY LOADBALANCING DYNAMICSECTIONS CREATEDEFAULTPACKAGE REPLACEPACKAGE Oracle Database Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes SQL Server DB2
209
Property DATABASENAME3
1You 2You
Oracle Database
SQL Server Yes
DB2 Yes
must provide either SERVICENAME or SID for Oracle Database. must provide either SERVICENAME or SID for Oracle Database. 3Required for DB2 and SQL Server
To provide client-side failover and load-balancing for Oracle RAC, use the following attributes:
l
AlternateServers ConnectionRetryCount LoadBalancing
For example, to configure Oracle RAC, enter the URL in the form of:
jdbc:hyperion:oracle://hssrac-1-vip: 1521;ServiceName=hssrac;AlternateServers=hssrac-2-vip:1521.
210 JDBC URL Attributes
E
In This Appendix
Database Information for Financial Management
Database Connection Pooling .......................................................................... 211 Encrypting UDL Files ..................................................................................... 213
Database Connection Pooling

During Financial Management configuration, you specify the maximum number of relational database connections used by each application. Financial Management uses connection pooling to communicate with the database. Connection pooling enables more efficient database utilization and does not require that each user be set up in the relational repository. During configuration, EPM System Configurator enables you to specify the number of pooled database connections. The number of connections that you specify in the configuration utility is the maximum number of pooled connections consumed by an application. The pool starts with eight connections. If, after a certain number of attempts, the pool is unable to service a request for an additional connection, it adds eight more connections. The system continues adding blocks of eight connections until it reaches the maximum number of connections defined in the utility. If the system needs an additional connection beyond this limit, a temporary connection is created to service the request, which is closed after the task is complete. The system also creates additional connection pools that are reserved for system use and are not used for user activity. The system-use pools are divided into these connection types:
l
A pool of nine connections per application is reserved for system activity. A pool of eight connections per application is reserved for error handling. A pool of eight connections per application server is created for user logon activities. The user logon pool can grow by four to the system-defined maximum value of 16 connections. Connections required above the maximum are temporary.
In general, 25 connections are dedicated to system-level activities: eight connections reserved for each application server, and 17 connections reserved for each application. Connection use is dependent on the activity type. Users with Read access, which are the majority of users in an application, generally use one or no connections. Users with Write access can consume more connections, as they write to the database. The number of connections consumed by a user with Write access, for example, a consolidator, depends on the application server hardware and quantity of data being written. In general, users with Write access may use 5 10 connections.
Database Connection Pooling 211
Financial Management opens the defined number of connections when an application is first opened. The connections are then available for subsequent users of the system. If a user process requests a connection, and all connections are in use, the system polls the connection pool for a short time, waiting for an available connection. If no connection is available, the system creates eight connections and adds them to the pool. The connection pool is limited to the total that you define in the configuration utility. Connections are application-specific. The default pool is created only after an application is opened. However, connections are not released on an application basis; they are released on an application server basis. Thus, all connections are not released until the application server has no Financial Management users accessing any application. Financial Management also supports Extended Analytics, which enables extracting data to a relational database for use with other systems, such as Analytic Services. The extract process has a dedicated connection pool that is created when a star schema is created. The default pool is 16 temporary connections that are destroyed when the processing is complete.
Example 1
Three applications on one application server, default maximum connection pooling is used (40 connections)
l
Application A is logged on: 8 connections (plus system) Application B is logged on: 8 connections (plus system) Application C is logged on: 8 connections (plus system) System connections: 59 (8 plus 17 per application) Total connections: 83
Note: Total connections could grow by 96 if all application connection pools expand to the
system maximum as defined in the configuration utility (default is 40).

l
Application B is logged off (no users) Total connections: 83 All users log off all applications Total connections: 0
Example 2
One application on two application servers, default maximum connection pooling is used (40 connections)
l
Application A is logged on (server 1): 8 connections (plus system) Application A is logged on (server 2): 8 connections (plus system) System connections: 50 (8 plus 17 per application per application server) Total connections: 66
212 Database Information for Financial Management
Application A (server 2) is logged off (no users) Total connections: 33 All users log off all applications Total connections: 0
At times, connectivity between the application server and the database server might be lost because of network issues, for example. If the system detects that a connection is no longer valid, it attempts to re-create the connection. Deleting applications also consumes the default number of pooled connections. Before deleting an application, Financial Management opens the application to verify security access, consuming the default number of connections. After security is validated, the system deletes the application.
Encrypting UDL Files

During Financial Management configuration, EPM System Configurator creates an unencrypted UDL file by default. In the Advanced Database Options page, you can choose whether to encrypt the file. Financial Management provides a utility to encrypt the UDL file used by the application server to communicate with the database if you chose not to encrypt it during configuration. Based on the UDL file extension, Oracle Hyperion Financial Management, Fusion Edition detects whether the file is encrypted. If the file extension is .UDL, the system assumes that the file is not encrypted. If the file extension is .HFMUDL, the system assumes that the file is encrypted. To encrypt the UDL file, you can use the EncryptHFMUDL utility in the FinancialManagement/Server directory. The usage is EncryptHFMUDL MyUDL.UDL MyUDL.HFMUDL.
Note: You can encrypt the UDL file during configuration with Oracle's Hyperion Enterprise
Performance Management System Configurator. See Advanced Options for Database Configuration (Optional) on page 79.
To encrypt the UDL file, at an MS-DOS command prompt, type EncryptHFMUDL

MyUDL.UDL MyUDL.HFMUDL, where MyUDL.UDL is the location and name of your original UDL file, and MyUDL.HFMUDL is the location for the encrypted UDL file.
Note: The encrypted UDL file extension must be .HFMUDL. After encrypting the file, you can
delete the original unencrypted file.
To unencrypt a UDL file, at an MS-DOS command prompt, enter EncryptHFMUDL

MyUDL.HFMUDL MyUDL.UDL /u, where MyUDL.HFMUDL is the location for the encrypted UDL file and MyUDL.UDL is the location and name for the unencrypted UDL file.
Encrypting UDL Files 213
214 Database Information for Financial Management
F
In This Appendix
Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis
Enabling Xvfb for AIX 5L ................................................................................. 215 Enabling Xvfb for Solaris 9 .............................................................................. 215 Enabling Xvfb for Solaris 10 ............................................................................ 216 Enabling Xvfb for Oracle Enterprise Linux/Red Hat Enterprise Linux ................................ 216 Enabling Xvfb for HP-UX ................................................................................. 217 Setting the DISPLAY Variable ........................................................................... 217
Enabling Xvfb for AIX 5L

To enable Xvfb:
1 2
Log on to the computer that will run the Reporting and Analysis Web application server components as the root user. Determine whether Virtual Frame Buffer support is available on your computer by issuing the following command:
lslpp -l X11.vfb
If X11.vfb is not installed, install it from your AIX installation media. After installing the package, apply the latest PTF from:
http://techsupport.services.ibm.com
Start Xvfb:
/usr/bin/X11/X -force -vfb :1
where :1 is the a display number not already in use.
Enabling Xvfb for Solaris 9

To enable Xvfb:
1 2
Log on to the computer that will run the Reporting and Analysis Web application server components as the root user. Obtain and compile the X11R6 source distribution from:
Enabling Xvfb for AIX 5L 215
ftp://x.org/, or obtain and install the binary distribution from ftp://www.ferret.noaa.gov/ special_request/xvfb/solaris
Start Xvfb:
/usr/X11R6/bin/Xvfb :1 -screen 0 1152x900x8 &
Enabling Xvfb for Solaris 10

To enable Xvfb:
1 2
Log on to the computer that will run theReporting and Analysis Web application server components as the root user. Determine whether Virtual Frame Buffer support is available on your computer by issuing the following command:
pkgchk -l SUNWxwsrv
3 4
If SUNWxwsrv is not installed, install it from the Solaris installation media. Start Xvfb:
/usr/openwin/bin/Xvfb :1 > /dev/null 2>&1 &
where :1 is the a display number not in use.
Enabling Xvfb for Oracle Enterprise Linux/Red Hat Enterprise Linux

To enable Xvfb:
1 2
Log on to the computer that will run theReporting and Analysis Web application server components as the root user. Determine whether Virtual Frame Buffer support is available on your computer by issuing the following command:
rpm -aq | grep -i 'vfb'
Note: If Xvfb is not installed, install it from your installation media, RHN, or ULN Web
site.
Start Xvfb:
/usr/X11R6/bin/Xvfb :1 -screen 0 1152x900x8 &
216 Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis
Enabling Xvfb for HP-UX

To enable Xvfb:
1 2
Log on to the computer that will run the Reporting and Analysis Web application server components as the root user. Determine whether Virtual Frame Buffer support is available on your computer by issuing the following command:
swlist -l product | grep 'Xserver cumulative patch'
3 4
Ensure that the patch level installed on your system corresponds with HP's recommended level (currently PHSS_31293). Copy /etc/X11/X0screens to /etc/X11/X1screens, where 1 is a display number not already in use; for example:
cp /etc/X11/X0screens /etc/X11/X1screens
Edit /etc/X11/X1screens by adding these lines to the end of the file:

ServerOptions ServerMode XVfb
Start Xvfb:
nohup /usr/bin/X11/Xvfb :1 -screen 0 1024x800x8 \ -pn -fp /usr/lib/X11/fonts/misc -sp /etc/X11/SecurityPolicy &
where :1 is the display number not already in use.
Setting the DISPLAY Variable

Prior to starting the Reporting and Analysis Web application server components on UNIX, set the DISPLAY environment variable to an available physical or virtual (Xvfb) graphics device address; for example:
DISPLAY=hostname:0.0 ; export DISPLAY
For the sake of convenience, it is recommended that DISPLAY be initialized automatically by editing theReporting and Analysis Web application server components start scripts.
Note: Only the Financial Reporting and Web Analysis Oracle's Hyperion Reporting and Analysis
Web application server components require DISPLAY be set. The Oracle Enterprise Performance Management Workspace, Fusion Edition component does not require access to X11.
Tip: Display can be set for Oracle Hyperion Financial Reporting, Fusion Edition and Oracle's Hyperion Web Analysis by editing setCustomParamsFinancialReporting.sh and setCustomParamsWebAnalysis.sh in HYPERION_HOME/deployments/AppServer/ bin.
Enabling Xvfb for HP-UX 217
Note: If you are using Oracle Application Server on UNIX, in addition to using a script to set the environment variables, you must specify the DISPLAY environment variable in the
Oracle Application Server Application Server Console, by setting the Server properties for the OC4J instance.
218 Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis
Index
A
Administration Services application server UNIX startup scripts, 120 Windows service names, 120 environment variables on UNIX, 201 environment variables on Windows, 204 installation folders, 186 postconfiguration tasks, 147 starting, 120 ais.cfg file, 121 application server deployment Embedded Java Container, 86 general information, 80 Oracle Application Server, 82 redeploying, 161 time changes, 101 WebLogic, 82 WebSphere, 84 ARBORPATH, 93, 201 assemblies, 19, 20, 21. See also installation assemblies auditing license compliance, 173 automatic deployment, 81. See also application server deployment
C
Calculation Manager installation folders, 180 launching from EPM Workspace, 133 starting, 126 UNIX startup script, 126 Windows Service Name, 126 Windows startup script, 126 Capital Asset Planning, 77 checklist installing, 14 client/server compatibility, Essbase, 207
clustering, 87 common settings, 77 configuration, 143. See also postconfiguration tasks configuration sequence distributed environment, 69 overview, 67 single machine, 68 SSL, 69 configuring, 87, 161. See also reconfiguring application server deployment, 80 clusters for Planning, 95 command line, 107 common settings, 77 database, 78, 79 Embedded Java Container deployment, 86 EPM Workspace, 88 Essbase, 93 Essbase multiple instances, 95 FDM, 106 Financial Management, 97 logs, 109 Oracle Application Server deployment, 82 overview, 65 Performance Management Architect, 91 Planning, 95 prerequisites, 66 procedure, 72 product options, 76 Reporting and Analysis, 105 sequence, 67 Shared Services registration, 75 silent, 107 SSL, 77 Strategic Finance, 106 task selection, 74 task summary, 69 troubleshooting, 109 WebLogic deployment, 82
Index 219
WebSphere deployment, 84 connection pooling, 211 corporate user directories, 113
D
Data Management diagnostics, 141 installation assemblies, 41 Data Relationship Management default URLs, 132 installation folders, 193 postconfiguration tasks, 159 repository passwords, 165 starting, 130 Windows service names, 130 database configuration, 78 advanced options, 79 Shared Services, 75 database connection pooling, 211 databases for repositories starting, 113 DCOM, 98 default URLs, 132 deployment, 80 Embedded Java Container, 86 Oracle Application Server, 82 WebLogic, 82 WebSphere, 84 deployment scenarios, 167 diagnostics, 135 Data Management, 141 Essbase, 138 Financial Performance Management Applications, 139 Foundation Services, 136 Reporting and Analysis, 139 DISPLAY variable, 217 distributed installation, 16 documentation, 17 downloading documentation, 17 installation files, 19 DSN, 104
E
E-delivery, 19
eas_home, 204 Embedded Java Container deployment, 86 encrypting UDL files, 213 environment variables Administration Services on Windows, 204 Administration Services on UNIX, 201 Essbase Server on UNIX, 195 Essbase Server on Windows, 201 Essbase Studio, 204 Integration Services on UNIX, 199 Integration Services on Windows, 204 Provider Services on UNIX, 201 Provider Services on Windows, 204 EPM System products overview, 13 EPM Workspace application server UNIX startup script, 132 Windows service names, 132 configuring, 88 default URLs, 132 installation folders, 178 postconfiguration tasks, 145 starting, 116 EPM Workspace Web server UNIX startup script, 116 Windows service names, 116 ERP Integrator installation folders, 192 postconfiguration tasks, 158 starting, 131 Windows service names, 131 error logs configuration, 73 diagnostics, 136 installation, 57, 178 troubleshooting, 109 uninstalling, 170 ESS_CSS_JVM_OPTION, 197 ESS_JVM_OPTION, 197 Essbase diagnostics, 138 installation assemblies, 26 postconfiguration tasks, 145 Essbase Server
220 Index
configuring, 93 configuring multiple instances, 95 environment variables on Windows, 201 installation folders, 181 installing multiple instances, 62 legacy security, 94 manually configuring on UNIX, 195 manually configuring on Windows, 202 multiple instances, 62 starting, 119 starting multiple instances, 95 UNIX startup script, 119 Windows service names, 119 Essbase Server environment variables on Windows, 201 installing multiple instances, 62 manually configuring on Windows, 202 Essbase Server configuring, 93 configuring multiple instances, 95 installation folders, 181 legacy security, 94 manually configuring on UNIX, 195 starting, 119 UNIX startup script, 119 Windows service names, 119 Essbase Studio environment variables, 204 installation folders, 183 postconfiguration tasks, 148 starting, 121 UNIX startup scripts, 121 Windows startup scripts, 121 essbase.cfg file, 93, 195, 201, 202 ESSBASEPATH, 201 ESSLANG , 94
Windows service names, 131 Financial Management configuring, 97 database connection pooling, 211 DCOM configuration, 98 DSN configuration, 104 installation folders, 189 launching from EPM Workspace, 133 postconfiguration tasks, 156 starting, 127 UDL file encryption, 213 Windows service names, 127 Financial Performance Management Applications diagnostics, 139 installation assemblies, 36 Financial Reporting application server UNIX startup script, 125 Windows service names, 125 UNIX startup script, 122 Windows service names, 122 Financial Reporting configuration High Availability driver, 154 Foundation Services diagnostics, 136 installation assemblies, 21
H
Hyperion home directory, 16, 52, 176 hyperionenv.doc, 181, 195, 196
I
IBM AIX setting user limits on 64-bit platforms, 146 installation assemblies, 19 Data Management, 41 downloading, 19 Essbase, 26 Financial Performance Management Applications, 36 Foundation Services, 21 Reporting and Analysis, 33 installation checklist, 14 installation documentation, 17 installation files, preparing, 19 installation folders
F
failover Oracle RAC, 210 FDM configuring, 106 default URLs, 132 installation folders, 192 postconfiguration tasks, 158 repository passwords, 164 starting, 131
Index 221
Administration Services, 186 Calculation Manager, 180 Data Relationship Management , 193 EPM Workspace, 178 ERP Integrator , 192 Essbase, 181 Essbase Studio, 183 FDM, 192 Financial Management, 189 Integration Services, 184 Performance Management Architect, 179 Performance Scorecard, 190 Planning, 189 Profitability and Cost Management, 192 Provider Services, 187 Reporting and Analysis, 188 Shared Services, 175 Smart Search Command Line Utility, 187 Smart View, 181 Strategic Finance, 191 installing, 62 by component, 52, 54 by tier, 52, 54 cancelling, 57 destination, 52 distributed environment, 16 location, 16 logs, 57 procedure, 49 sequence, 47 silent, 57, 58, 59 Smart View, 60 Spreadsheet Add-in, 61 types, 52 instance. See clustering Integration Services environment variables, 204 environment variables on UNIX, 199 installation folders, 184 postconfiguration tasks, 146 starting, 121 UNIX startup script, 121 Windows service names, 121 Interactive Reporting starting and stopping services, 115 interface datasources, 91 changing passwords, 164
J
JDBC URL, 80 JDBC URL attributes, 209 JVMMODULELOCATION, 198, 202
L
legacy security, Essbase Server, 94 license compliance, 173 load balancing Oracle RAC, 210 logs configuration, 73, 109 diagnostics, 136 installation, 57, 178 uninstalling, 170
M
maintenance release, 52 manual deployment, 81. See also application server deployment Microsoft SQL Server Windows Authentication, 79 multiple instances of Essbase Server, 62
N
new installation, 52
O
OpenLDAP UNIX startup script, 113 Windows service name, 113 Oracle Application Server deployment, 82 Oracle Internet Directory, 113 Oracle RAC, 79, 209
P
passwords changing, 163 Performance Management Architect application server Windows service names, 124 configuring, 91 Data Synchronizer application server Windows service names, 125 installation folders, 179
222 Index
interface datasource password, 164 launching from EPM Workspace, 133 postconfiguration tasks, 144 starting, 117 Web services Windows service name, 118 Windows service names, 117 Performance Scorecard application server UNIX startup script, 128 Windows service names, 128 default URLs, 132 installation folders, 190 launching from EPM Workspace, 133 postconfiguration tasks, 157 starting, 128 Performance Scorecard Alerter application server UNIX startup script, 129 Windows service names, 129 Planning application server UNIX startup script, 126 Windows service names, 126 applications password, 164 clustering, 95, 96, 97 configuring, 95 installation folders, 189 launching from EPM Workspace, 133 postconfiguration tasks, 155 starting, 126 ports, 165. See also SSL port reconfiguring, 165 postconfiguration tasks, 143 Administration Services, 147 Data Relationship Management , 159 EPM Workspace, 145 ERP Integrator , 158 Essbase, 145 Essbase Studio, 148 FDM Adapters, 158 Financial Management, 156 general tasks, 143 Integration Services, 146 Performance Management Architect, 144 Performance Scorecard, 157 Planning, 155
Provider Services, 148 Reporting and Analysis, 149 Shared Services, 144 Strategic Finance, 157 prerequisites, 19 installation and configuration, 13 product options, 76 Profitability and Cost Management installation folders, 192 launching from EPM Workspace, 133 starting, 129 UNIX startup scripts, 129 Windows service name, 129 Windows startup script, 129 Provider Services application server UNIX startup script, 122 Windows service names, 122 environment variables, 204 environment variables on UNIX, 201 installation folders, 187 manually configuring on UNIX, 201 manually configuring on Windows, 204 postconfiguration tasks, 148 starting, 122
R
RAC, 79, 209 reconfiguring, 161 passwords, 163 ports, 165 SSL, 161 Web application server, 161 redeploying, 161 registration, Shared Services, 75 registry. See Shared Services Registry reinstalling, 52 procedure, 49 Reporting and Analysis configuring, 105 diagnostics, 139 installation assemblies, 33 installation folders, 188 launching from EPM Workspace, 133 postconfiguration tasks, 149 starting, 122 repository passwords, changing, 163
Index 223
response files silent configuration, 107 silent installation, 58, 59
S
security hardening, 143 sequence configuring, 67 installing, 47 server/client compatibility, Essbase, 207 service names. See Windows service names setEssbaseEnv.cmd, 181, 202 Shared Services application server UNIX startup script, 114 Windows service names, 114 changing log file location, 197 installation folders, 175 OpenLDAP UNIX startup script, 113 Windows service name, 113 postconfiguration tasks, 144 starting, 114 Shared Services Console default URLs, 132 Shared Services Registry, 66, 75 silent configuration, 107 response files, 107 silent installation, 58, 59 response file, 57 silent uninstallation, 171 Smart Search Command Line Utility installation folders, 187 Smart View installation folders, 181 installing, 60 Spreadsheet Add-in installing, 61 SSL, 89. See also SSL port configuration sequence, 69 configuring, 77 enabling, 77 enabling for Workspace Web Server, 89 reconfiguring, 161 SSL port Embedded Java Container, 86
224 Index
WebLogic, 83 WebSphere, 85 start script, 111 start.bat file, 111 startEssbase.cmd file, 95 startEssbase.sh file, 195 starting products script, 111 start order, 112 startup dependencies, 111 stop script, 111 stop.bat file, 111 stopping products, 111 Strategic Finance configuring, 106 installation folders, 191 postconfiguration tasks, 157 starting, 128 Windows service names, 128 Strategic Finance for Banking, 77 supported paths, 14
T
task selection, configuration, 74 troubleshooting, 109, 135
U
UDL file, 80 encryption and unencryption, 213 undeploying, 169 uninstalling, 169 silent, 171 UNIX startup scripts, 111 Administration Services application server, 120 Calculation Manager, 126 EPM Workspace Web server, 116 EPM Workspace application server, 132 Essbase Studio Server, 121 Financial Reporting, 122 Financial Reporting application server, 125 Integration Services, 121 Performance Scorecard Alerter application server, 129 Performance Scorecard application server, 128 Planning application server, 126 Profitability and Cost Management, 129
Provider Services application server, 122 Essbase Server, 119 Shared Services application server, 114 Shared Services OpenLDAP, 113 Web Analysis application server, 123 upgrading, 52 procedure, 49 URLs, default, 132 user limits 64bit AIX, 146
W
Web Analysis application server UNIX startup script, 123 Windows service names, 123 Web application server clustering, 87 redeploying, 161 WebLogic deployment, 82 single domain, 84 WebSphere deployment, 84 single profile, 85 Windows 2008, 62 Windows service names, 111 Administration Services application server, 120, 124 Calculation Manager, 126 Data Relationship Management, 130 EPM Workspace Web server, 116 EPM Workspace application server, 132 ERP Integrator, 131 FDM, 131 Financial Management, 127 Financial Reporting, 122 Financial Reporting application server, 125 Integration Services, 121 Performance Management Architect, 117 Performance Management Architect Data Synchronizer application server, 125 Performance Management Architect Web services, 118 Performance Scorecard application server, 128 Performance Scorecard Alerter application server, 129
Planning application server, 126 Profitability and Cost Management, 129 Provider Services application server, 122 Essbase Server, 119 Shared Services application server, 114 Shared Services OpenLDAP, 113 Strategic Finance, 128 Web Analysis application server, 123 Windows startup scripts Administration Services, 120 Calculation Manager, 126 EPM Workspace, 115, 116, 132 Essbase Server, 119 Essbase Studio Server, 121 Integration Services, 121 Profitability and Cost Management, 129 Provider Services, 122 Reporting and Analysis, 122 Shared Services, 114 Workforce Planning, 77
X
Xvfb for AIX 5L, 215 for Enterprise Linux, 216 for HP-UX, 217 for Solaris 10, 216 for Solaris 9, 215 setting the display, 217
Z
zip files, 20 downloading, 19
Index 225
226 Index

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Oracle Hyperion Enterprise Performance Management System

Installation and Configuration Guide RELEASE 11.1.1.4

Access to Oracle Support

About EPM System Product Installations

About EPM System Products

About EPM System Products

Supported Paths to This Release

The EPM System Product Installation Checklist

Task Plan the installation.

About EPM System Product Installations

Install EPM System products.

New installation Maintenance release installation Re-installation

Chapter 7, Performing Postconfiguration Tasks

The EPM System Product Installation Checklist

Installing EPM System Products in a Distributed Environment

Production), install Foundation Services products in each environment.

About the Hyperion Home Directory

About EPM System Product Installations

Installation Documentation Roadmap

Task Meeting system requirements

Securing EPM System and provisioning users

Oracle Hyperion Enterprise Performance Management System Security Administration Guide

Installation Documentation Roadmap

About EPM System Product Installations

Preparing for Installation

Downloading the Installation Files

EPM System Installer (Oracle Hyperion Enterprise Performance

Unzip the EPM System Installer into /download_location.

Downloading the Installation Files

environment, install Shared Services on only one machine.

Note: ProductRef.inf might be in the /assemblies directory. It can remain without

Component Installation By Tier and Installation Assemblies

Preparing for Installation

Component Installation By Tier and Installation Assemblies

Client Tier Shared Services

commonComponents productCommonComponents tools sharedServices

Required download files:

Preparing for Installation

Component: Workspace Services and Common Libraries Required assemblies:

commonComponents productCommonComponents tools biplus_workspace_webapp workspace_configlibs biplus_portlets_webapp

commonComponents productCommonComponents tools productCommonComponents biplus_core_services workspace_configlibs biplus_migration_utility

Required download files:

Required download files:

Component Installation By Tier and Installation Assemblies

Oracle Hyperion EPM Architect, Fusion Edition Component:

Performance Management Architect Dimension Server Service (Windows only)

Required assemblies: Required assemblies:

commonComponents productCommonComponents tools bpm_architect_services

tools bpm_architect_webapp bpm_architect_datasync Required download files:

Required download files:

Required download files:

Preparing for Installation

Client Tier Hyperion Calculation Manager

Calculation Manager Web Application

commonComponents productCommonComponents tools calc

Required download files:

Component Installation By Tier and Installation Assemblies

Common (for all product installations) Component:

Oracle Hyperion Planning, Fusion Edition ADM driver (installed automatically)

Required download files:

Preparing for Installation

Client Tier Essbase Component:

Essbase Client 32bit Essbase Client 64bit