Professional Documents
Culture Documents
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Student Guide
D63790GC11
Edition 1.1
October 2010
D69190
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Author
Theresa Songco
Disclaimer
Technical Contributors
and Reviewers
Emilya Altman
Shankar Viswanathan
Dave Falasco
Ron Reiley
Aline Goetz
The information contained in this document is subject to change without notice. If you
find any problems in the document, please report them in writing to: Oracle University,
500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
Restricted Rights Notice
Editor
Susan Moxley
Graphic Designer
James Amitabh Hans
Publisher
Syed Imtiaz Ali
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Table of Contents
Preface
Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
Course Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
Course Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Student Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Activity Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Related Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
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Table of Contents
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3-2
3-2
3-3
3-4
3-4
3-7
3-8
Table of Contents
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Table of Contents
4-27
4-28
4-28
4-29
4-30
4-32
4-34
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Table of Contents
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Configuring Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Enabling Separately Licensed Product Options. . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Planning System Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deploying Planning to the Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Managing Planning Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8-2
8-3
8-4
8-6
8-8
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Table of Contents
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viii
Table of Contents
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14-2
14-2
14-3
14-3
14-4
14-5
14-6
14-7
14-8
ix
Table of Contents
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Table of Contents
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B-2
B-4
B-6
B-8
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Table of Contents
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xii
Preface
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Course Objectives
After completing this course, you should be able to:
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Course Structure
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Preface
Course Materials
You use two books in classthe student guide and the activity guide. The instructor may
also give you handouts.
Student Guide
The student guide contains lessons. Each lesson begins with a list of objectives followed
by the presentation of slides and accompanying text. The lesson ends with a summary of
the topics covered in the lesson.
The student guide contains appendices of material related to the course.
Activity Guide
The activity guide has two sectionsexercises and exercise solutions.
ExercisesA critical part of the learning process is the challenge of completing real
tasks associated with each lesson. Each exercise is an opportunity to apply your
knowledge.
Exercise SolutionsThe exercise solutions present the detailed steps to complete
the exercises.
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Conventions
The following text conventions are used in this course book:
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Text to be entered, options to be selected, names of files and modules, and menu
selections are displayed in bold type. Examples:
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xiv
Preface
TIP: A tip provides information that helps you work more efficiently.
Additional Resources
Use the following resources to enhance your learning:
Product documentation on the Oracle Technology Network:
http://www.oracle.com/technology/documentation/epm.html
Oracle Learning Library: http://apex.oracle.com/pls/apex/f?p=OTNCR:1:0
Oracle provides the following user assistance with Enterprise Performance Management
products:
Context-sensitive helpClick Help for context-sensitive help.
Help menuFrom the Help menu in the software, access screen-level help, general
product help, technical support, EPM documentation, oracle.com, and optionally
Oracle User Productivity Kit.
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Related Courses
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xv
Preface
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xvi
L E S S O N
Introduction to Planning
Objectives
At the end of this lesson, you should be able to:
Describe Oracle's Enterprise Performance Management System
Describe Planning
Describe Foundation Services
Describe Essbase
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Lesson 1
Introduction to Planning
EPM and BI
Applications
BI
Foundation
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This layer provides a complete set of information delivery and access capabilities, which
are designed to address the needs of different types of users in an organization. These
capabilities include interactive dashboards for executives and managers, ad hoc analysis
tools for power users, Microsoft Office interfaces for finance users, and pixel-perfect
reports and mobile support for casual users.
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Lesson 1
Introduction to Planning
BI Foundation
The EPM and BI applications are integrated on a BI foundation that includes the
following:
Common enterprise information model
Powerful, forward-looking analytics with Oracle Essbase
Ability to integrate data from Oracle and nonOracle databases and transactional
systems
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The BI foundation also leverages key technologies from Oracle Fusion Middleware, such
as data integration, identity management, and process management.
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Lesson 1
Introduction to Planning
Planning Overview
Planning has the following features:
Multidimensional data structure
Planning Overview
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Planning is an Excel and Web-based budgeting and planning solution that drives
collaborative, event-based, operational planning processes through the organization for
a wide range of financial and operational needs. Planners have the flexibility to adapt
rapidly to changes in direction, ensuring that plans are always current, relevant, and
functional. Decision makers and managers can communicate the course of action and
collaborate with budget holders to optimize the planning process.
Planning provides ease of use and deployment through the Web or Oracle Hyperion
Smart View for Office, Fusion Edition.
Powered by Essbase, Planning uses a multidimensional data structure for flexible data
collection and analysis. With Planning, you can integrate metadata and data with other
external systems.
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Planning also supports driver-based plans that are based on global assumptions, such
as interest rates and head count.
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Lesson 1
Introduction to Planning
Foundation Services
Performance Management Architect
Calculation Manager
Smart View
Workspace
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Your organization can access deployed Planning applications through the Web client. To
extend the power and flexibility of Planning, you use it with other Hyperion products. The
following product components are delivered with Planning:
Oracle Hyperion Enterprise Performance Management System Installer
Oracle Hyperion Foundation Services
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Lesson 1
Introduction to Planning
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1-6
Lesson 1
Introduction to Planning
Workforce Planning
Capital Asset Planning
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Several complementary Hyperion products are integrated with Planning, completing the
Enterprise Performance Management solutions.
Oracle Hyperion Workforce Planning, Fusion EditionHandle workforce,
salary, and compensation planning
Oracle Hyperion Capital Asset Planning, Fusion EditionPlan for new asset
purchases and existing asset actions
Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition
Prepare and maintain a comprehensive budget that includes position budgeting for
personnel services, general operating, and capital budget components
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Lesson 1
Introduction to Planning
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1-8
Lesson 1
Introduction to Planning
Server
Web server
Services
Data
RDBMS
External Services
ODI/ERPI
Essbase cube
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Lesson 1
Introduction to Planning
Server Tier
The server application tier consists primarily of the following:
Java application and Web servers:
- Shared Services
- Performance Management Architect
- Calculation Manager
- Administration Services
- Provider Services
- Workspace
- Financial Reporting
- Web Analysis
- Planning
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NOTE: The Web server can be on a separate machine or on the same machine as
the Planning application server. The Web server enables you to access
Planning applications from a Web client through a Web browser. The Web
server uses Hypertext Transfer Protocol (HTTP) as the communications
protocol.
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- Shared Services
- Essbase Studio
- Financial Reporting
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Lesson 1
Introduction to Planning
Data Tier
The data tier consists of relational database management systems (RDBMS) and
Essbase. The following products require a repository database:
Shared Services
Performance Management Architect
Calculation Manager
Reporting and Analysis Framework
Essbase Administration Services
Planning
Planning requires a system database and a database for each deployed application. The
Planning application database is used primarily to store the applications definition. In
addition, the following information is stored in the RDBMS:
Application framework*
Dimensions, dimension members, and properties*
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Exchange rates*
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Supporting details
Copy versions
Specialized modules
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NOTE: Items with an asterisk (*) are updated to the Essbase databases during
application refreshes.
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Lesson 1
Introduction to Planning
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Lesson 1
Introduction to Planning
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You can connect and integrate Planning with any database through the Oracle Data
Integrator (ODI) Adapter for Planning or the Financial Data Quality Management (FDM)
Adapter for Planning.
Adapters are predefined software components that communicate with various source
and target applications. Each adapter is programmed to integrate with a specific source
or target system.
Oracle Data Integrator
After installing ODI, you can perform the following tasks to integrate Planning with an
external data source:
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Defining data serversYou define data servers for connecting to a Planning server in
the Topology Manager. When defining data server connections, you specify a
connection name, the technology used, the server host and port address, user name,
and password.
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Lesson 1
Introduction to Planning
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The Oracle Data Integrator uses the following interfaces to perform tasks:
Topology Managerenables you to define server connections.
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Designerenables you to define data stores, and load data and metadata into data
stores.
Financial Data Quality Management
Financial Data Quality Management (FDM) is a Web-based solution that helps finance
users to develop standardized financial data management processes. Its data
preparation server can ease integration and validation of financial data from any source
system. To further reduce data integration costs and data mapping complexities, FDM
includes EPM System adapters for a variety of source and target systems.
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Lesson 1
Introduction to Planning
You can use FDM to feed source-level financial data into Planning. Refer to Appendix B:
Installing and Configuring Financial Data Quality Management for more information on:
Running the installation
Configuring FDM components
Creating applications
Installing the Planning adapter
Connecting to Planning applications
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Lesson 1
Introduction to Planning
Shared Services
Performance Management
Architect
Workspace
Calculation Manager
Smart View
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Shared Services
Shared Services integrates Hyperion products to provide user provisioning, life cycle
management, and task flow management. It also provides the Shared Services Registry,
a central repository that simplifies product configuration by storing and reusing
information for most installed Hyperion products.
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Lesson 1
Introduction to Planning
Workspace
Workspace is the Web-based common user interface for Hyperion products. It enables
users to work with Hyperion-authored content that is created with Reporting and Analysis
and with third-party documents such as Microsoft Word and Excel files. You access
Planning through Workspace.
Workspace has the following key features:
Dynamic HTML (DHTML), zero footprint client
File system paradigm to access content
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Support for Reporting and Analysis authoring studios and third-party documents
Smart View
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You can use Smart View to enter and analyze data in Microsoft Office. Smart View
provides integration with Microsoft Office, not only for Planning but also for Financial
Management, Essbase, Web Analysis, Financial Reporting, Interactive Reporting, and
SQR Production Reporting. Tasks that previously were repeated across products are
now performed only once.
Tight integration with Smart View enables you to perform the following tasks:
Import content into Microsoft Excel, Word, PowerPoint, and Outlook
Use Office smart tags to add single data values and import reports
Distribute and share Office documents by logging on only once to the data source
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Expose functions for Financial Management and Essbase Analytics content in Word,
PowerPoint, and Outlook
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Lesson 1
Introduction to Planning
Calculation Manager
Calculation Manager is a calculation engine of Performance Management Architect that
enables you to create, validate, and launch complex calculations that you can use in your
Planning application. It provides a graphical interface for ease of use.
Here are the types of objects that can be calculated in Calculation Manager:
Rules containing different calculations that are grouped in components
Rule sets containing rules that can be calculated simultaneously or sequentially
Components containing formulas, scripts, conditions, ranges, and loops
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Lesson 1
Introduction to Planning
Essbase Overview
Essbase server
Essbase client
Administration Services
Provider Services
Essbase Studio
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Essbase Overview
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Essbase server acts as a shared resource, handling all data storage, caching,
calculations, and data security.
The following Essbase client components enable you to connect to the Essbase
server and perform administrative and analytic tasks on server objects.
- Spreadsheet Add-in is a software program that merges seamlessly with Microsoft
Excel. By using Spreadsheet Add-in, you can access Essbase data and perform
ad hoc reporting on analytic databases.
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Lesson 1
Introduction to Planning
Administration Services
Administration Services is the robust, cross-platform framework for managing and
maintaining Essbase. It provides a single point of access for viewing, managing, and
maintaining Essbase servers and Administration servers.
Components of Administration Services:
Administration Services server provides access to Essbase through Essbase
Administration Services Console.
Essbase Administration Services Console provides wizards, editors, dynamic menus
and other tools to help you implement, monitor, and maintain Essbase solutions.
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After deploying a Planning application, you can review the resulting Essbase application
in Essbase Administration Services Console.
Provider Services
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Provider Services is a middle-tier data source provider to Essbase for Java API, Smart
View, and XMLA clients. Provider Services supports highly concurrent analytical
scenarios and provides scalability and reliability in a distributed Web-enabled enterprise
environment.
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Essbase Studio
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Lesson 1
Introduction to Planning
A common metadata repository captures all metadata related to all Essbase applications
allowing the reuse of metadata at the lowest level of granularity. The repository gives
contains the common metadata shared across the various applications enterprise-wide.
Essbase Studio supports lineage tracking through a rich graphical view of the metadata
relationships, allowing users to follow application lineages to their metadata components
and data sources.
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Lesson 1
Introduction to Planning
Financial Reporting
Web Analysis
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Lesson 1
Introduction to Planning
Features
Financial Reporting
Web Analysis
Essbase
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Interactive Reporting
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Financial Reporting
Oracle Hyperion products support multiple types of reporting and analysis through a
personalized, intuitive, and interactive thin-client workspace.
With Financial Reporting, you can graphically design and present analytic data. You can
design traditional financial report formats, such as cash management reports, profit and
loss statements, and balance sheets. You can also design nontraditional formats for
financial or analytic data that includes text and graphics.
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Lesson 1
Introduction to Planning
Web Analysis
Web Analysis provides a Web interface for advanced report design. The interface offers
drag-and-drop tools to create personalized reports for a broad range of analytic
applications, such as sales analysis, product profitability, key performance management,
and dashboards. Web Analysis interacts with data stores from Essbase, Financial
Management, Planning, and relational databases.
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Oracle BI EE Plus bundles key Oracle Hyperion reporting products for integrated
reporting with Oracle Hyperion financial applications.
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1-24
Lesson 1
Introduction to Planning
Summary
In this lesson, you should have learned to:
Describe Oracle's Enterprise Performance Management System
Describe Planning
Describe Foundation Services
Describe Essbase
Describe Reporting and Analysis
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1-25
Lesson 1
Introduction to Planning
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1-26
L E S S O N
Objectives
At the end of this lesson, you should be able to:
List the items required for the installation environment
Compare installation architecture options
Identify the supported user directories
Describe the supported SSL configurations
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Lesson 2
Installation Overview
An EPM System installation typically follows this workflow:
1. Plan the installation and perform the prerequisite tasks.
2. Ensure that the installation environment meets the system
requirements.
3. Prepare the installation files.
4. Install EPM System products.
5. Configure EPM System products.
6. Confirm that EPM System services are started.
7. Validate the installation using Oracle's Hyperion Enterprise
Performance Management System Diagnostics.
8. Perform required post-configuration tasks for the products
that you installed.
9. Enable external authentication and provision users.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
Installation Overview
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Web tier, which includes the Java Application Server tier and the Web server tier
Additionally, when you configure EPM System products, you set up databases on a data
tier.
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2-2
Lesson 2
Reference
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Lesson 2
Installation Checklist
Preparing software
Gathering required documentation
Preparing the hardware
Preparing databases
Preparing the security infrastructure
Setting up Web application servers and Web servers
Resolving ports
Preparing for product configuration
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Installation Checklist
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Use the Installation checklist to prepare for installing Hyperion products. To ensure a
smoother, faster installation, Oracle recommends that you review the checklist at least
one week prior to installation. If your company is working with a consultant, Oracle
recommends reviewing the checklist several weeks prior to installation.
Refer to Chapter 3, Installation Planning Checklist in the Oracle Hyperion Enterprise
Performance System Installation Start Here Guide.
The succeeding topics and lesson discuss sections of the Installation Checklist.
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Lesson 2
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Complete the following tasks to prepare the work area before the installation consultants
arrive:
Ensure that the work area has a direct connection to the internet outside the
corporate firewall
Verify that the workstation can connect to Oracles E-Delivery site
Obtain license keys for third-party products, such as Java application servers.
The following third-party products may require license keys or license files. Requesting
and receiving a license key can take several days:
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Operating systems
Database repositories
2-5
Lesson 2
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2-6
Lesson 2
Data sources
Third-party software
Web application
and Web servers
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A single-server configuration, which combines the server and data tier on one machine,
is recommended for a development environment or for customers who are implementing
a very limited number of users.
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All EPM System products can be installed on a single server. However, you must install
and configure a relational database management system (RDBMS) before configuring
EPM System products.
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2-7
Lesson 2
Plann ing
Clien t So ftware
(including
User Director y
Offline Planning)
Essbase
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You can install the EPM System products for Planning on a distributed environment. The
slide illustrates the following sample installation distribution:
1. Server 1Domain Manager, User Directory, Foundation Services (Shared Services,
Workspace, Performance Management Architect, Calculation Manager)
2. Server 2Database Server (RDBMS)
3. Server 3Essbase server
4. Server 4Planning
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2-8
Lesson 2
If necessary, you can combine or add more servers, and the numbers depend on the
following factors:
Application sizes
Number of users
Frequency of concurrent use by multiple users
Your organization high availability requirements
Your organization's security requirements
EPM System Installer simplifies the task of installing components in a distributed
computing environment. You can install, configure, and validate any components you
want on any computer. After installing, configuring, and validating the components on
one machine, you can repeat the process on another machine.
You can deploy Planning applications to multiple servers. Here are benefits of mulitpleserver deployment:
Increased support for applications that have a large user load
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Although you can install products in any order, you must follow a configuring
sequence on a distributed environment. You must configure Shared Services first for
other products to be configured successfully.
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EPM Oracle home must be the same on each machine. For example, if the path is
/Oracle/Middleware on the first configured machine, the path must be the same on
all machines in the deployment.
If you are using WebLogic:
- On the machine on which you install the WebLogic Server, you must install (but not
configure) all Web applications for all applications you plan to deploy on any
machine in the environment.
- On each additional machine, you must install only the Web applications you plan to
run on that machine, and then use EPM System Configurator to configure them.
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- Run application deployment on each machine you install EPM System products
but only run Web server deployment on the machine you configure Shared
Services.
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2-9
Lesson 2
You must deploy all Web applications in an EPM System deployment on either all
Windows machines or on all UNIX machines.
If you are installing in multiple environments (for example, Development, Test, and
Production), install Foundation Services products in each environment.
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2-10
Lesson 2
Virtual Machine 1
Clien t So ftware
O ther O racle
H yperion
App lications
User Director y
Fo undation Ser vices
Virtual Machi ne 1
Vir tu al Machine 2
Planning
R ep orting and
An alysis
Virtual Machine 1
Database Ser ver
Offline
Plannin g
Virtual Machine 2
Essbase
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Virtual environments are a commercially reasonable solution for companies that need to
work within a budget. They function like distributed environments, so you have flexibility
of installing EPM System products in several virtual servers.
The slide displays an example of a Planning installation on a distributed virtual
environment:
1. Server 1contains two virtual machines:
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2-11
Lesson 2
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While Oracles EPM System products are expected to function properly in virtual
environments, performance implications may invalidate typical sizing recommendations.
Therefore, we recommend that you analyze and mitigate hosted applications to prevent
degradation of performance and scalability, particularly under peak load.
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2-12
Lesson 2
Controller PC1
Controller PC2
Installer PCs
Installer PCs
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The diagram on the slide displays the configuration of the classroom environment. The
architecture consists of the following servers:
Installer PCscontain the EPM System installation software. Students will install all
EPM System products on their desktops. The required Web application servers are
included in the installation.
Controller PCsserve as the domain manager that also hosts the external directory
used for EPM System Single Sign-On (SSO). It hosts the Oracle 11g database.
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2-13
Lesson 2
User Authentication
Security API
Native Directory
External Directories
Administrator Accounts
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Perform the following actions to prepare your security infrastructure for the installation:
Collect the information needed to configure external user directories in Shared
Services.
For each server, prepare a user account with Administrator rights. The installation
can be a local administrator account.
Create domain accounts
Prepare a service account for external authentication against the user directory that
you are using.
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If you are using secure communication, ensure availability of Secure Sockets Layer
(SSL) certificates for all components. Oracle recommends using SSL for EPM
System product installations.
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Lesson 2
User Authentication
User authentication enables SSO functionality across Hyperion products by validating
the login information of each user. User authentication, along with product-specific
authorization, grants the user access to Oracle's Hyperion products. Authorization is
granted through provisioning.
User directories refer to any corporate user and identity management system compatible
with Shared Services. Hyperion products are supported on a large number of user
directories.
Native Directory
Native Directory refers to the Lightweight Directory Access Protocol (LDAP)-enabled
user directory that Shared Services uses to support provisioning.
External Directories
The following are supported external user directories:
Lightweight Directory Access Protocol (LDAP)-enabled user directories, such as
Oracle Internet Directory
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Relational databases (Oracle database 10.2.0.04 and later, IBM DBs 9.1 and 9.5,
Microsoft SQL Server 2005 and 2008)
In this class, you connect to an MSAD external directory. Please consult your
instructor for your student user ID.
Security API
The Security Application Programming Interface (Security API) is the main interface to
validate users and interpret user access to Oracle's Hyperion products.
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2-15
Lesson 2
Configuring SSL
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Configuring SSL
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If you are using secure communication, ensure availability of Secure Sockets Layer
(SSL) certificates for all components. Oracle recommends using SSL for Hyperion
product installations.
If you are configuring EPM System products for SSL, the configuration sequence and
selections that you make during configuration depend on the type of SSL implementation
you select. For more information, see the Oracle Hyperion Enterprise Performance
Management System Security Administration Guide. EPM System supports the following
types of SSL configuration:
Full SSL Deployment (including data access)
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Two-way SSL
2-16
Lesson 2
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In full SSL mode, communication across all securable channels is secured using SSL.
This is the most secure EPM System deployment scenario.
NOTE: You cannot enabled SSL for all EPM System products; for example, backend servers such as Essbase Server, Strategic Finance Server, and
Financial Management Server.
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2-17
Lesson 2
The following process outlines the steps that you need to complete to configure an EPM
System for full SSL. For specific information about these steps, see the Oracle Hyperion
Enterprise Performance Management System User and Role Security Guide.
1. Install the EPM System products.
2. SSL-enable the database and database client. See your database documentation for
detailed procedures.
3. Add server aliases on the Web server.
4. If you are not using certificates from a known third-party CA, prepare EPM System
Configurator by importing the required root certificates. You must import CA root
certificates into each server where EPM System products are installed.
5. Using EPM System Configurator, configure and deploy EPM System products. You
must select the required SSL settings before deploying the Web components to the
application server.
6. Configure EPM System Web components for SSL communication.
7. Configure the Web server (Oracle HTTP Server) for SSL communication.
Configure Oracle HTTP Server for redirection to IIS. Redirection
from Oracle HTTP Server to IIS is automatically performed by
EPM System Configurator.
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Lesson 2
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In this scenario, SSL is used to secure the communication link between EPM System
clients (for example, a browser) and Oracle HTTP Server. Often in this configuration, the
Web server and everything beyond is protected by a firewall.
The following process outlines the steps that you need to complete to configure an EPM
System for SSL terminating at the Web server. For specific information about these
steps, see the Oracle Hyperion Enterprise Performance Management System User and
Role Security Guide.
1. Install the EPM System products.
2. Add server aliases on the Web Server and enable SSL for Oracle HTTP Server.
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2-19
Lesson 2
4. If you are not using certificates from a known third-party CA, prepare EPM System
Configurator by importing the root certificate of the CA that signed the Oracle HTTP
Server certificates into the EPM System Configurator keystore. You must import CA
root certificates into each server where EPM System products are installed.
5. Using EPM System Configurator, configure and deploy EPM System products.
6. Configure Oracle HTTP server.
7. Test your deployment.
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2-20
Lesson 2
SSL Off-Loading
Apache
Web Server
(Server 1)
HTTPS
HTTP
HTTP/AJP
Workspace
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SSL Off-Loading
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In this enterprise topology, the SSL connection can be terminated at the offloader (similar
to terminating SSL at the Web server) or it can extend beyond the offloader (similar to full
SSL). The offloader accepts encrypted requests from the browser and decrypts them.
If SSL is terminated at the offloader, unencrypted data is passed from the offloader to
Oracle HTTP Server, which is configured with the WebLogic Server plugin. An optional
load balancer can be used to route traffic between the offloader and multiple Oracle
HTTP Servers. Oracle HTTP Server routes requests to EPM System products deployed
on WebLogic Server or IIS. Server-to-server communication is routed through the Web
server without involving the offloader.
Based on the security requirements, you can use SSL for communication between
Oracle HTTP Server and the deployed EPM System products including databases and
user directories.
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2-21
Lesson 2
If you choose not to use SSL for communication between Oracle HTTP Server and the
deployed EPM System products, you can minimize security risks by deploying the
offloader and Oracle HTTP Server in the DMZ behind a firewall on a secure subnet to
which users do not have direct access. WebLogic Servers, IIS, and other components
could be behind another firewall to ensure higher level of security.
The following process outlines the steps that you need to complete to configure an EPM
System with an SSL offloader. For specific information about these steps, see the Oracle
Hyperion Enterprise Performance Management System User and Role Security Guide.
1. Using the vendors documentation, configure the offloader. The offloader should be
configured to receive SSL communication from clients through a secure port and
decrypt it.
Add server aliases on the offloader.
If you are not using a load balancer, the offloader should forward the decrypted
communication to Oracle HTTP Server.
If you are using a load balancer, the offloader should forward the decrypted
communication to the load balancer, which routs communication to Oracle HTTP
Servers.
2. Install the EPM System products.
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If you plan to terminate SSL communication at the offloader, configure and deploy
EPM System products without selecting any SSL settings. You must configure SSL
communication between the browser and the offloader (to the virtual offloader
alias) separately by using the vendors documentation.
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If you are not terminating SSL at the offloader, refer to the documention for
performing a full SSL deployment for detailed deployment procedures for all EPM
System products that you can SSL-enable.
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2-22
Lesson 2
Two-Way SSL
2-way SSL
Web
applications
Web server
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Two-Way SSL
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In this scenario, two levels of verification are completed in two-way SSL authentication.
The SSL client verifies the identity of the SSL server, and the SSL server verifies the
identity of the SSL client.
In the simplest implementation of two-way SSL, you use it only for external
communication (between the browser and the Web server or offloader). You can,
however, enable two-way SSL among underlying EPM System products.
EPM System supports two implementations of two-way SSL for external communication.
In the default two-way SSL implementation, EPM System uses a login screen to capture
user credentials; typically a user name and password, that are used to authenticate the
user.
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2-23
Lesson 2
Trust between components is established using the root certificate of the CA that the
signed the component's certificate. You must ensure that the root CA certificate of a
component is installed on each components with which it communicates. For example, to
ensure two-way SSL communication between Oracle HTTP Server and Foundation
Services deployed on WebLogic Server, the root certificate of the CA that signed the
WebLogic Server certificate must be installed on Oracle HTTP Server and vice versa.
If you are not using a trusted third party CA, to simplify the deployment process, Oracle
recommends that you use the same CA to sign all server certificates. Self-signed
certificates cannot be used to support two-way SSL.
The following process outlines the steps that you need to complete to configure an EPM
System for two-way SSL deployment. For specific information about these steps, see the
Oracle Hyperion Enterprise Performance Management System User and Role Security
Guide.
1. Install the EPM System products.
2. Depending on your security requirements, complete an SSL deployment with one of
the following options:
Full SSL deployment
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3. If you are not using certificates from a well known third party CA, import CA root
certificates as needed. Generally, you should import CA root certificate of a
component into the keystore used by each component with which it communicates.
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Lesson 2
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The following EPM System products included in Planning require Web application
servers:
Shared Services
Workspace
Administration Services
Provider Services
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Financial Reporting
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Web Analysis
Planning
2-25
Lesson 2
Workspace and the application being integrated must be deployed to the same Web
application server type. For example, if Workspace is deployed to Oracle WebLogic
Server, Performance Management Architect must also be deployed to WebLogic Server.
General Considerations
Note the following information about preparing Web application servers:
When deploying to an application server, EPM System products cannot be installed
to directories with names that contain spaces; for example, c:\Program Files is not
acceptable (unless you use a short path notation).
For automatic deployment, the Web server must reside on the same machine where
Workspace is deployed.
If different OS accounts are used to install and run EPM System and your Web
application server, the Web application server OS account must be granted the
following:
- Read access to the Hyperion home directory, and to all subdirectories and files
therein.
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In addition, when you use automatic deployment, the EPM System OS account must
be granted write access to the application server files and directories.
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Set all Web applications to have a session timeout that exceeds 10 minutes.
You must use one type of Web server for all EPM System products that require one.
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Oracle Weblogic Server is delivered with the installation of EPM System products that
require a Web application server.
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2-26
Lesson 2
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The following EPM System products included in Planning require Web servers:
Shared Services
Workspace
Administration Services
Provider Services
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Financial Reporting
Web Analysis
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Planning
2-27
Lesson 2
For automatic deployment, the Web server must reside on the same machine where
Workspace will be deployed. You can use an internal Web server provided with your
Java application server, or an external Web server.
The following Web Servers are supported:
Oracle HTTP Server
Microsoft Internet Information Server (IIS) 6.0+
Microsoft Internet Information Server (IIS) 7.0+
Microsoft IIS
The following EPM System products require IIS to be installed with ASP .NET support
enabled before you configure the product:
Performance Management Architect Service (Dimension Server)
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Financial Management
Strategic Finance
FDM
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NOTE: If .NET is not detected, the installation program will install it.
Microsoft IIS 6.0 can be configured to support either 32bit application runtimes or 64bit
application runtimes on 64bit operating systems. You cannot configure Microsoft IIS 6.0
to support both simultaneously. Therefore, in general, when installing and configuring
EPM System products with Microsoft IIS 6.0, install 32bit runtimes and 64bit runtimes
for EPM System Web tier components on different computers.
You cannot deploy FDM (32bit) and Strategic Finance (32bit) on the same computer
where Financial Management (64bit) and Performance Management Architect (64bit)
are deployed. On 32bit platforms, all EPM System products can co-exist.
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2-28
Lesson 2
NOTE: If IIS is chosen as the Web server during configuration, you must allow all
unknown ISAPI extensions via the Internet Information Services Manager.
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is set to Allowed.
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4. If ASP.NET 2.0 is not listed in the right pane and .NET 2.0 is installed, register .NET
2.0 with IIS:
a. From the command prompt, go to this directory:
C:\Windows\Microsoft.NET\Framework\v2.0.50727
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2-29
Lesson 2
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Internet Explorer and Mozilla Firefox are both supported. You must ensure that the
following browser preferences and options are enabled:
Javascript
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Add the Reporting and Analysis Web site to the trusted zone. For example, in
Internet Explorer, select Tools, then Internet Options, then Security Tab, and then Trusted
Sites, and then click Sites.
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Lesson 2
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2-31
Lesson 2
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This topic describes the disk space and RAM requirements for each EPM System
product. These requirements are approximate and do not include additional possible
requirements on the machine, such as extra space needed for a virtual environment.
Disk space and RAM requirements are approximate and do not include additional
possible requirements on the machine. The installation program checks for twice the
required disk space, based on your product installation choices. Disk space estimates
include documentation help files (if applicable) and EPM System products.
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Lesson 2
The following table describes the required disk space for EPM System server
components:
Product Family
Component
Disk Space
(Minimum)
RAM
(Minimum)
Foundation Services
Shared Services
800 MB
1.5 GB
Performance
Management Architect
125 MB
1 GB for
Dimension Server
512 MB each for
Web tier and Data
Synchronizer
Essbase
Planning
Oracles Data
Management
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Calculation Manager
45 MB
256 MB
1 GB
Financial Reporting
400 MB
1 GB
Web Analysis
2 GB
1 GB
Essbase Server
2GB
1GB
Administration Services
1GB
32 MB per user
Provider Services
680MB
340 MB
Integration Services
340MB
256 MB
Essbase API
40MB
Planning
20GB
Dependent on
size of application
Dependent on
size of application
400 MB
2 GB per 75
concurrent users
400 MB
2 GB
ERP Integrator
300 MB
2 GB
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256 MB
2GB (application
not included)
1 GB per 75
concurrent users,
2 GB minimum
For Shared Services, if you are using Lifecycle Management functionality, Oracle
recommends that you significantly increase disk space due to storage of application data
in the Shared Services file system.
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Lesson 2
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Disk space and RAM requirements are approximate. The installation program checks for
twice the required disk space, based on your product installation choices.
The recommended minimum RAM requirement for all clients is 1 GB.
The following table describes the required disk space for EPM System client
components:
Product Family
Component
Disk Space
16 GB
Foundation Services
400 MB
100 MB
20 MB
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Lesson 2
Product Family
Component
Disk Space
400 MB
40 MB
Planning
Offline Planning
280 MB
FDM Workbench
200 MB
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2-35
Lesson 2
Default Ports
During Hyperion product deployments, default port numbers
for application servers are automatically populated.
Data repositories are accessible through default port
numbers.
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During the configuration process, default port numbers for most EPM System products
are automatically populated in Oracle's Hyperion Shared Services Registry. During
configuration, using EPM System Configurator, you can change the default numbers.
Each port number on the machine must be unique. (The same product on different
machines can have the same port number.) If an error message similar to port already in
use or bind error is displayed, a port number conflict may exist.
If the default port is already in use on the machine or if there is a conflict, EPM System
Configurator will not continue. If the default port number is not changed, the software is
configured with the default values.
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Lesson 2
NOTE: If you change a port number by using application server or web server tools
(administration console or configuration file), you must also change the port
number by using EPM System Configurator so that the port numbers are
synchronized with the Shared Services Registry. After changing a port
number by using the application server or web server tools, run EPM System
Configurator and provide the new port number to update the Oracle's
Hyperion Shared Services Registry.
For a complete listing of EPM System ports, see Default Ports in Oracle Hyperion
Enterprise Performance Management System Installation Start Here.
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2-37
Lesson 2
Summary
In this lesson, you should have learned to:
List the items required for the installation environment
Compare installation architecture options
Identify the supported user directories
Describe the supported SSL configurations
Identify the supported Web application servers
Identify the supported Web servers
Name the supported Web browsers
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2-38
L E S S O N
Objectives
At the end of this lesson, you should be able to:
Identify supported server and client platforms
Identify supported databases
Access Oracle software and documentation
Prepare the required Oracle installation software
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Lesson 3
Windows-only components:
Smart View Client
Performance Management Architect
Dimension Server
File Generator
Essbase Studio
Financial Data Quality Management
Financial Reporting
Studio Client
Print Server Service
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EPM System Release 11.1.2 products support both Windows and UNIX operating
systems. The following sections discuss what products are supported on Windows, and
what products are supported on Unix.
Windows-only Components
The following table lists components of products that can be installed only on Windows:
Product
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Performance Management
Architect
Dimension Server
Essbase Studio
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File Generator
All components
Financial Reporting
NOTE: Both 32-bit and 64-bit versions of Windows are supported. However, the
following products have only 32-bit binaries: Workspace Services, FDM,
Financial Reporting Printer Service.
Unix Components
All other EPM System products can be installed on a Unix platform. Both 32-bit and 64bit versions of Unix are supported.
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Windows 64-bit
Windows Server 2008 with SP1+
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UNIX
Red Hat EL 4 and 5
Oracle Enterprise Linux 4 and 5
3-3
Lesson 3
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Before installing and configuring most EPM System products, you must create a
database using a supported RDBMS.
For ease of deployment and simplicity, you can use one database repository for all
products (with the exceptions noted below) or use a separate database repository for
each product or product family.
Supported Databases
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When setting security properties for the database, select the SQL Server and
Windows Authentication option.
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Database users must be assigned privileges to add, modify, and delete these
database objects: TABLES, INDEXES, VIEWS, PROCEDURES,
ROLES/AUTHORITIES, SEQUENCES, TRIGGERS, SESSION.
The Reporting and Analysis repository database user cannot be an administrator or a
user with the System Administrators role.
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3-5
Lesson 3
IBM DB2
IBM DB2 9.5 is supported by all EPM System products except FDM, Profitability and
Costo Management, and Data Relationship Management. Considerations when using
IBM DB2:
When installing IBM DB2, clear the OLAP Starter Kit option.
For Performance Management Architect, ensure that your DB2 database is installed
on a different computer, and not the Dimension Server machine where the DB2 9
Runtime Client and DB2 .NET Data Provider must be installed.
For Reporting and Analysis, ensure that the IBM DB2 Client Application Enabler is
installed on the computers on which you install services. For Core Services and Job
Factory Service, if you use an IBM DB2 RDBMS and Reporting and Analysis
Services is installed on a separate machine, create a client connection to the
Reporting and Analysis database using the Client Application Enabler.
For Web Analysis, configure DB2 to use JDBC 2.0 drivers. Ensure that the IBM DB2
Client Application Enabler is installed.
For IBM DB2, the database must be created using Unicode Transformation Format
UTF-8 encoding (character set) for the best compatibility with non-ASCII character
sets. Use of UTF-8 is required if you need multi-lingual support (multi character set
support).
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Use the Client Configuration Assistant to set up a database alias that enables the
Hyperion product to connect to the database. Be sure to select Register this
Database for ODBC and As a System Data Source options.
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Database users must be assigned privileges to add, modify, and delete these
database objects: TABLES, INDEXES, VIEWS, PROCEDURES,
ROLES/AUTHORITIES, SEQUENCES, TRIGGERS, SESSION.
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3-7
Lesson 3
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In this class, the Oracle users, tablespaces, and data files have been precreated in both
controller PC databases. A sample section of the script is displayed on the slide.
Each student is assigned a student number at the beginning of the class. The student
numbers are preceeded by the letters ST and are followed by a two-digit number. For
example, ST01. The student number is attached to the tablespace and datafile name
used in configuring products that require a relational database.
The following table lists the tablespace and datafile names assigned to an EPM System
product:
EPM System Product
Tablespace
Datafile
Shared Services
ST##HSS
ST##HSS
ST##BI
ST##BI
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Tablespace
Datafile
Performance Management
Architect
ST##EPMA
ST##EPMA
Calculation Manager
ST##CALC
ST##CALC
ST##ESS
ST##ESS
USERS
ST##FDM
ERP Integrator
ST##ERPI
ST##ERPI
Planning (System)
ST##PLN
ST##PLN
Planning (Applications)
ST##PLN1, ST##PLN2,
ST##PLN3, ST##PLN4,
ST##PLN5, ST##PLN6,
ST##PLN7
ST##PLN1, ST##PLN2,
ST##PLN3, ST##PLN4,
ST##PLN5, ST##PLN6,
ST##PLN7
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Lesson 3
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You download Oracle Software and Documentation from the following locations:
E-Delivery: http://edelivery.oracle.com
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To prepare the required software for installation, perform the following tasks:
Download product installation assemblies:
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- Web Analysis
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Lesson 3
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Release Compatibility
If you upgrade Planning to release 11.1.2, you must verify that
all other product components are compatible.
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Upgrade is not supported in this release. You cannot mix releases with 11.1.2 software.
NOTE: Oracle will include the ability to upgrade from previous EPM System releases
in a future EPM System product release.
For system requirements and release compatibility, you can find the Oracle Hyperion
Enterprise Performance Management System Certification Matrix at http://
www.oracle.com/technology/products/bi/hyperion-supported-platforms.html.
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Lesson 3
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This topic describes the required EPM System software for EPM System products.
Component
Shared Services
Required Software
Essbase
Administration Services
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Provider Services
3-14
Shared Services
Essbase
Administration Services
Required Software
Essbase Studio
Shared Services
Essbase
Administration Services
Smart View
Provider Services
Shared Services
Workspace
Shared Services
Workspace
Essbase (Essbase Server and Administration
Services components)
Oracle's Hyperion Business Rules or Calculation
Manager
Shared Services
Workspace
Essbase (Essbase Server and Administration
Services components)
Performance Management Architect
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Calculation Manager
Financial Management
Shared Services
Workspace
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FDM
ERP Integrator
Shared Services
Workspace
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Lesson 3
Some EPM System clients require the runtime clients of other EPM System or third-party
products. EPM System runtime client and server versions must match. The following
table describes the supported runtime clients for EPM System client components.
Runtime Client
Required For
Financial Reporting
Interactive Reporting
Production Reporting
Web Analysis
Financial Reporting
Web Analysis
Planning
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Notes
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Lesson 3
Summary
In this lesson, you should have learned to:
Identify supported server and client platforms
Identify supported databases
Access Oracle software and documentation
Prepare the required Oracle installation software
Recognize EPM System software dependencies
Identify required third-party software
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3-18
L E S S O N
Objectives
At the end of this lesson, you should be able to:
Describe EPM System Installer
Enumerate the steps to install EPM System products
Identify installation options
Create and execute silent installation files
Install Shared Services, Workspace, Performance Management
Architect, and Calculation Manager
Install Essbase components
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Lesson 4
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EPM System Installer enables you to install, configure, and deploy multiple products on a
machine at one time. EPM System Installer installs components in the correct order, so
you can select as many products as you want to install on a machine at one time.
You use EPM System Installer to install all but the following EPM System products:
Smart View client
Spreadsheet Add-in
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4-2
Lesson 4
Installation Prerequisites
Note the following installation prerequisites:
If you plan to deploy EPM System products in an SSL-enabled environment, review
the Oracle Hyperion Enterprise Performance Management System Security
Administration Guide before you install and configure. The SSL implementation you
choose affects the available options during configuration.
If you plan to install Financial Close Management, you must install Oracle ServiceOriented Architecture (SOA) Suite first.
Typically, EPM System Installer installs WebLogic Server. If you want to use an
existing WebLogic Server installation instead of the WebLogic Server installed by
EPM System Installer, note the Middleware home location for the WebLogic Server
installation. During installation, you must install EPM System products to this same
Middleware home. If EPM System Installer detects an existing WebLogic Server
installation in the installation location, it does not install WebLogic Server.
If you plan to install Strategic Finance Integration with Enterprise, you must install the
Enterprise client first.
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If you do not have an HTTP server installed, EPM System Installer will install Oracle
HTTP Server (OHS) for you when you install Foundation Services. Before you begin
installation, make sure that you meet the installation prerequisites for OHS. Review the
OHS installation documentation and release notes for details.
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Lesson 4
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You can install EPM System products using the graphical user interface, using the
console mode interface, or using a silent mode installation response file.
On Windows machines, run EPM System Installer as an administrator. Install as the
same user for all EPM System products.
On UNIX machines, do not use the root user to install. Install and configure as the same
user for all EPM System products.
To install EPM System Products:
1. Choose a method:
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(Windows) From a Windows console, change to the root directory to which you
extracted the EPM System Installer files and enter installTool.cmd -console.
4-4
Lesson 4
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4. When installation is complete, click Configure to configure the products using EPM
System Configurator, or click Finish to close EPM System Installer.
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Lesson 4
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Whether your system meets minimum memory requirements to run the installation.
Whether the user installing has administrator privileges.
Whether the computer host name resolves to an IP address. If the machine host
name resolves to an IP address, EPM System Installer provides a warning. Oracle
recommends that you resolve this issue and provide a host name instead of an IP
address before proceeding.
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Lesson 4
A check mark indicates that your system meets EPM System Installer prerequisites. If
any of the prerequisite items do not display a check mark, and you select to continue, the
installation might not succeed.
TIP: If you are using a hosts file to resolve your host name, the host name resolves
to the first entry in your hosts file. To prevent potential communication problems
in a distributed environment, make sure that the first entry in your hosts file is
the machine's fully qualified domain name so that the fully qualified name is
stored in the Shared Services Registry.
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Lesson 4
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A Middleware home consists of the Oracle WebLogic Server home, and, optionally, one
or more Oracle homes, including EPM Oracle home. A Middleware home can reside on a
local file system or on a remote shared disk that is accessible through NFS.
The Middleware home location is defined during the first product installation on the
computer. Subsequent installations on the computer use the previously defined location.
The default installation directory is Oracle/Middleware.
The destination you specify becomes the Middleware home. By default EPM System
Installer creates a default EPM Oracle home under the Middleware home.
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4-8
Lesson 4
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Components of EPM System products are installed in the EPM Oracle home directory
under the Middleware home. The default EPM Oracle home location is
MIDDLEWARE_HOME\EPMSystem11R1. In addition, common internal components used by
the products are installed in EPM Oracle home. Choose the location carefully to ensure
that the location has enough disk space for all products that you are installing on the
machine. You cannot change the location.
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In a distributed environment, the EPM Oracle home directory structure must be the same
on each machine.
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Lesson 4
Installation Options
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The following sections discuss installation options when installing EPM System products.
When you install EPM System products, you select which type of installation to perform:
New installation: Choose this option if you are installing an EPM System product for
the first time on this computer, or if you want to install additional components that you
did not initially install.
Re-install this release: Choose this option if you already installed this version of this
EPM System product and you want to reinstall it; for example if you need to repair an
existing installation.
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4-10
Lesson 4
NOTE: You cannot combine installation types in one session. For example, you
cannot perform a new installation of one product at the same time that you
perform a reinstallation of another product.
For each type of installation, you select whether to install EPM System products by tier or
by individual component:
Select Choose components by tier to install all the product components for the
selected products by tier (Client, Web application, and Services). You still have the
option to specify installation location and the products to install.
Select Choose components individually if you want more control over which
services and components are installed for each product component.
Oracle recommends that you install EPM System products by tier.
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4-11
Lesson 4
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Generally, you can install any combination of components on any computer. Note the
following about product selection:
Products are available for installation only if the assemblies are downloaded to the
correct location and the selected component is supported on the platform on which
you are installing. If a product is unavailable on the Product Selection page, ensure
that the assemblies are in the correct location.
Select a product component to see information and status about it in the lower
portion of the screen. If Microsoft Internet Information Server (IIS) is required for your
installation, and it is not installed, a warning is noted in the lower portion of the
screen, and you cannot proceed until you install IIS. If you are installing on an
unsupported platform, a warning is displayed.
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The Shared Services and Workspace Web applications are installed when you install
the Foundation Services Web application.
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4-12
Lesson 4
If you selected New Installation, and you have already installed this release of a
product, the product is unavailable in the Product Selection page.
In some cases, a component is selected, but it is unavailable (you cannot clear it),
because it is required for another selected component.
You can install products by tier or individually.
Installing Products by Tier
To install by tier, select the deployment tier to install: Client, Web application, or Services.
EPM System Installer automatically selects all product components that are available for
installation on the selected tier. Components are available for installation if you
downloaded the installation assemblies and extracted them to the proper /assemblies
directory. EPM System Installer automatically selects required components for the
selected product.
You can install all the products on a particular machine at one time. EPM System Installer
installs them in the correct order.
Installing Products Individually
To install products individually, browse the product list and select individual products or
components. You can expand and collapse the entries to select or clear specific options
for each product and component.
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4-13
Lesson 4
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Before installing the product components that you selected, you can review the summary
of products to be installed. If necessary, you can go back and make corrections.
From this Panel, you click Next to begin the installation, or Save to save your selections to
a response file for use in a silent installation.
EPM System Installer warns you if there is insufficient disk space for the products that
you selected.
During installation, EPM System Installer displays the progress indicator after it prepares
the list of assemblies to install. This might take several minutes, depending on how many
products you selected. EPM System Installer displays progress incrementally as each
assembly's installation is complete.
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4-14
Lesson 4
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EPM System Installer indicates the success or failure of the installation. If any part of the
installation failed, EPM System Installer notes which assembly failed to install. Check the
log files for more information about the errors. You can find the log files in
EPM_ORACLE_HOME/diagnostics/logs/install. Each assembly has a log file named
productinstall.log; for example, hss-install.log, and a log file for installation,
installToolinstall.log.
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4-15
Lesson 4
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Silent installations automate the installation process so that you can install EPM System
products on multiple computers without manually specifying installation settings on each
machine.
To enable silent installation, record your installation settings in a response file. You can
then run a silent installation from the command line, using the installation options that
were saved in the response file.
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4-16
Lesson 4
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2. Proceed through EPM System Installer, specifying the options that you want to
record. On the Installation Confirmation Panel, click Save to record the settings in a
response file.
3. Browse to a location to save the response file.
4. Specify a file name for the response file, and click Save.
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After creating a response file, you can modify it to customize the installation options for
certain machines. For example, you might create a master silent file for all products, and
then for each machine, change the location of the Middleware home and keep only the
product components that you want to install on this machine.
To modify a response file:
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2. Open the response file in a text editor. The response file is in XML format.
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Lesson 4
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1. Copy the response file to the machine on which you want to run the installation. You
can also copy the file to a network drive that is accessible from the machines on
which you want to install.
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Where file name includes an absolute path or file name for the response file.
The installation runs in the background.
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4-18
Lesson 4
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Workspace is installed with Shared Services when you select Foundation Services in
EPM System Installer.
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4-19
Lesson 4
Shared Services
Shared Services provides a central framework for creating, provisioning, and maintaining
users; and managing user security across all Hyperion modules, including external
authentication. It also facilitates sharing metadata and infrastructure services. Shared
Services is designed to provide easy integration and interoperability with existing IT
assets.
Shared Services provides user provisioning and external authentication.
User Provisioning and External Authentication
Refer to Lesson 5, Configuring Shared Services, for more information on user
provisioning and external authentication.
Selecting Foundation Services Components
The following table lists the Foundation Services components that you can select to
install:
Foundation Services
Component
Description
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NOTE: If you want to use an existing WebLogic Server installation instead of the
WebLogic Server installed by EPM System Installer, note the Middleware
home location for the WebLogic Server installation. During installation, you
must install EPM System products to this same Middleware home. If EPM
System Installer detects an existing WebLogic Server installation in the
installation location, it does not install WebLogic Server.
Workspace
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Lesson 4
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Description
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4-21
Lesson 4
Performance Management
Architect Component
Description
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Calculation Manager
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4-22
Lesson 4
Installing Essbase
Essbase installations include the following:
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Installing Essbase
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Essbase is the business analysis server technology that provides an environment for
rapidly developing custom analytic and enterprise performance management
applications. During installation, EPM System Installer installs components and services
for the selected Essbase products and creates Start menu items under All Users.
Planning requires the installation of Essbase and Administration Services. Essbase
Provider Services is required to support Smart View.
Planning does not require the installation of Essbase Integration Services.
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Lesson 4
Description
Essbase Services
Server
Essbase Client
Administration Services
Administration Services is the cross-platform administration tool for Essbase. It consists
of Administration Server (a Java middle-tier server), and Essbase Administration
Services Console (a thin-client console).
Provider Services
Provider Services is a middle-tier data source provider to the following products:
Essbase
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Planning
Oracle Business Intelligence Enterprise Edition
Smart View, Java API (Essbase data only)
XMLA clients (Essbase data only)
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The software supports highly concurrent analytical scenarios and provides scalability
and reliability in a distributed Web-enabled enterprise environment.
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Essbase Studio
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Lesson 4
Installing Planning
Planning installations include the following components:
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Installing Planning
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EPM System Installer enables you to install Planning Off-Line Client and Planning Web
Application. Planning Off-Line Client is accessible through Smart View. Planning Web
Application is launched through Workspace.
Planning
Planning provides complete functionality for Web users through Workspace. You use the
Web interface to roll out applications to large, distributed organizations without installing
software on client computers. All software resides on the server
Planning administrators can create two types of applications: classic Planning
applications, which use Business Rules, and Performance Management Architect
Planning applications, which use Calculation Manager business rules. Installation of
Performance Management Architect is optional.
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Lesson 4
Off-line Planning
With Offline Planning and Smart View, Planners can disconnect from the Planning server
and work with data forms offline. Planners retrieve data forms from Planning, load them
into Smart View, and take them offline. They can also enter and save data directly to the
Planning server.
You can work with Planning data forms from remote locations when you are not
connected to a Planning server. You can disconnect from the Planning server and work
offline and still be able to use comparable online functionality. Working offline, you can
enter and save data to the Planning server.
Working offline allows you to take a Planning data form in Excel and establish an
impromptu local connection to a data source without being connected to the Planning
server. Thus, you can continue to work on plan data and perform what-if scenarios when
you do not have access to the Planning server. When you take a data form offline, the
Planning server flags the data form status as offline. Data forms associated with a
connection are saved locally on your hard drive. By synchronizing the locally saved data
with the server, you ensure that the data form uses the most recent information.
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Lesson 4
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Interactive Reporting
In this class, you install Framework Services, Financial Reporting, and Web Analysis.
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Lesson 4
Framework Services
Framework Services contains core and common libraries required by Planning
components. It is installed in the services tier of the environment. If you are installing
EPM System products in a distributed environment, you must install one instance of
Framework Services on each host machine.
Financial Reporting
Financial Reporting is a module of Oracle BI EE Plus that enables book-quality, financial
management and reporting. This financial reporting solution can use Financial
Management, Planning, Essbase, as well as SAP BW as data sources.
Financial Reporting provides conditional suppression and automatic calculations that
can be used to focus and filter reports. A graphical, object-based interface enables the
rapid creation of reports that combine grids of data and text, charts, graphs, and images.
A library of reusable report components simplifies and streamlines the process of
building and maintaining complex reports. Users have complete control over layouts,
formatting, fonts, and colors, as well as a flexible range of output options that enable
wide distribution through print, HTML Web pages, PDF, and online viewing. A scalable,
cross-platform report server facilitates easy deployment to large user communities.
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The following table describes the Financial Reporting components that you can install:
Components
Studio Client
Web Application
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Description
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Lesson 4
Components
Description
Web Analysis
Web Analysis is a module of Oracle BI EE Plus that delivers powerful, intuitive, Webbased interactive analytics to all corners of the enterprise. A highly graphical and easyto-use interactive interface, it enables users to view their data in a way that makes sense
to them.
Web Analysis provides a broad range of flexible, easy-to-use display types including
grids, charts, pin boards, traffic lighting, and personalization. Users have complete
control over layouts, formatting, fonts, and colors, as well as a flexible array of output
options that enable wide distribution through print, HTML Web pages, PDF, and online
viewing.
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Web Analysis shares common administration, user management, and installation and
configuration support with other Hyperion BI modules of Oracle BI EE Plus. This
common infrastructure provides one point of access for end users to all content while
reducing the maintenance required for IT professionals.
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4-29
Lesson 4
Smart View
Authoring studios
EPM Workspace
Application
Web Server
HTTP connector
Financial
Reporting web
application
Web Tier
Services Tier
Workspace and
Interactive Reporting
web application
Production
Reporting service
Financial
Reporting servers
Interactive
Reporting services
Core Services
Database
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The Reporting and Analysis environment is organized into three layers (check for new
architecture slide):
Client Layer
The client layer refers to local interfaces used to author, model, analyze, present, report,
and distribute diverse content, and third-party clients, such as Microsoft Office:
WorkspaceWorkspace is a Web-based, DHTML, zero-footprint client that provides
the user interface for viewing and interacting with content created by the authoring
studios, and enables users to create queries against relational and multidimensional
data sources.
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Lesson 4
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Database Layer
Architecturally, databases fall into two fundamental groups: repositories that store
Hyperion system data and data sources that are the subject of analysis, presentation,
and reporting.
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Lesson 4
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Most EPM System clients are installed with EPM System Installer; however, Smart View
has its own installer.
To install Smart View:
1. Choose a method:
Download the Smart View ZIP file from E-Delivery, unzip the file to a temporary
location, and launch Smartview.exe.
If you installed and configured Workspace, you can launch the Smart View installer
from within Workspace. Select Tools, then Install, and then Smart View.
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4-32
Lesson 4
4. Accept the default destination folder, or click Change to specify a destination folder,
and then click Next.
5. Click Install to begin the installation.
The Smart View client is installed.
6. Click Finish to close the Wizard.
To install Smart View silently:
1. Download the Smart View ZIP file from E-Delivery and unzip the file to a temporary
location.
2. Navigate to the location where you unzipped the Smart View executable, and type
the following: Smartview.exe /s /v /qn
URL=http://myWebServer:19000/workspace/SmartViewProviders
The Smart View client is installed.
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Lesson 4
Optional Components
Planning product options include:
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Lesson 4
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4-35
Lesson 4
Summary
In this lesson, you should have learned to:
Describe EPM System Installer
Enumerate the steps to install EPM System products
Identify installation options
Create and execute silent installation files
Install Shared Services, Workspace, Performance Management
Architect, and Calculation Manager
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4-36
L E S S O N
Objectives
At the end of this lesson, you should be able to:
Describe EPM System Configurator
Describe the Configuration Sequence
Configure Shared Services
Configure the Shared Services and Registry Database Connection
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Lesson 5
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EPM System Configurator enables you to configure and deploy multiple products on a
single machine or on a multi-server environment. EPM System Configurator is installed
on each machine an EPM System product is installed.
You use EPM System Configurator to configure all but the following EPM System
products:
Smart View client
Spreadsheet Add-in
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When you configure products, EPM System Configurator displays the Common Settings
page once on each machine that you configure.
5-2
Lesson 5
Configuration Prerequisites
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Lesson 5
Configuration Tasks
Common Tasks
Other Tasks
Common Settings
Configure Product
Database
Configure Web Server
Deploy to Application
Server
Product-specific tasks
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Configuration Tasks
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EPM System Configurator provides tasks for configuration and reconfiguration of EPM
System products.
Note the following when selecting configuration tasks:
Not all tasks are required for all products.
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Lesson 5
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Set Shared Services admin user passwordA required task. EPM System
Configurator creates a preprovisioned user called admin that enables you to log on to
Shared Services.
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If you configure on another machine and change any of these options, your new
selections apply for all products and machines that you have not configured. If you
reconfigure on a machine, the new settings apply to any products that you reconfigure
and to future configurations.
Other Tasks
When you configure EPM System products, the following tasks may be required:
Configure Product DatabaseSpecify the database settings to use for the products
that you selected on the Task Selection page.
You can use one database for all products by configuring products all at once or by
selecting the same database during configuration. If you prefer to use a different
database for each product, perform the Configure Database task separately for
each product.
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Lesson 5
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Lesson 5
Configuration Sequence
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By default, EPM System Configurator uses the same database for all products you
configure at one time. To use a different database for each product, perform the
Configure Database task separately for each product.
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Automatic Web server configuration with EPM System Configurator is supported only
for the Oracle HTTP Server installed by EPM System Installer or IIS. The Web server
can be on the same machine or on a different machine than Foundation Services. If
you are using a different Web server, you must manually configure the Web server.
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5-7
Lesson 5
If you already configured the Web server and you deploy any additional products,
you must run EPM System Configurator again and select the Foundation Services
Configure Web Server task.
You configure the following products after all other EPM System products are configured:
Data Relationship Management
Financial Data Quality Management
Data Integration Management
The configuration sequence for various deployment scenarios is described in the
following sections. After completing the configuration, you must perform the post
configuration tasks required for your product. These tasks are discussed in succeeding
topics and lessons.
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Foundation Services and the Web server must be installed and configured successfully
prior to configuring other products. Then, for each machine in the deployment, configure
EPM System products either individually or altogether. EPM System Configurator runs
the configuration in the correct order.
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Lesson 5
The EPM System deployment process automatically deploys Oracle's EPM System
products in both SSL and non-SSL modes. For example, a default deployment deploys
Shared Services to port 28080 (non-SSL mode) and 28083 (SSL mode). The SSL port is
determined by adding 3 to the non-SSL port number.
When deploying Shared Services, you must specify whether to use SSL for the entire
EPM System.
NOTE: If you choose to enable SSL for Shared Services, SSL mode is automatically
selected for all products that share the Shared Services Registry.
Selecting the Enable SSL for Communications check box in the EPM System Configurator to
enable SSL does not configure your environment to use SSL. It only sets a flag in the
Shared Services Registry to indicate that all EPM System products that use the
repository must use the secure protocol (HTTPS) for communication. You must complete
additional procedures to enable SSL for your environment. For more information about
these procedures, refer to the Oracle Hyperion Enterprise Performance Management
System Release 11.1.2 Security Administration Guide.
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If you are clustering EPM System products, see the Oracle Hyperion Enterprise
Performance System High Availability Guide.
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Configure the EPM System product for manual deployment by selecting the Manual
Deployment option when you run EPM System Configurator for each installation.
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Lesson 5
During EPM System configuration, on the Application Server deployment Panel, click
Setup, and then enter details on the Advanced Setup Panel. Performing this task creates
a cluster in WebLogic.
Note the following information about clustering Web applications:
EPM System Configurator configures a cluster for each managed server.
You should have only one cluster for Foundation Services, Performance
Management Architect, Reporting and Analysis, Calculation Manager, and ERP
Integrator. EPM System Configurator creates a cluster for these products and uses it
as the default cluster. You cannot define a new cluster for these products.
For the Financial Reporting Web application, you can have only one active instance
of the Scheduler component in a clustered environment.
For the Planning Web application, you set up clusters using the Manage Planning
Clusters option in the Task Selection page.
Clustering Essbase
Clustering Essbase databases enables load balancing and failover support. Provider
Services provides parallel clustering, a series of active, duplicate databases that respond
to user requests. You create and manage Essbase clusters in Provider Services, which
supports high availability, failover, and load-balancing capabilities of Essbase databases.
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You can cluster Essbase Server to provide active-passive failover with write-back
capability. An active-passive Essbase cluster can contain two Essbase servers. To install
an additional Essbase server, you must install an additional instance of Essbase on
another machine.
Note that an Essbase cluster:
Supports read-only operations on the databases; it does not support data write-back
or outline modification.
Does not manage database replication capabilities, such as synchronizing the
changes in one database across all databases in the cluster.
After configuring a set of Essbase servers for clustering, you must define and enable the
cluster under the Provider Services node in the Enterprise View of Administration
Services Console.
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5-10
Lesson 5
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NOTE: Components that were part of the cluster definition when Provider Services
was started can be enabled and disabled dynamically without restarting
Provider Services. However, if you add a component to an existing cluster or
create a cluster, you must restart Provider Services for the new cluster
definition to take effect. You cannot enable or disable the newly added
cluster components until you restart Provider Services.
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5. For each component to be disabled, in the Essbase Cluster Panel, select the
component, and click Disable.
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6. Click Close.
5-11
Lesson 5
Clustering Planning
A cluster is a name for a group of Planning applications and can contain one or many
applications. Each application gets associated with a cluster when an application is
created.
Note that you must configure the Planning database before you can create or edit a
cluster. The default cluster is created after you complete all the other Planning
configuration tasks.
You create, edit, delete, activate, reassociate clusters through the Manage Planning
Clusters task in EPM System Configurator.
Configuring Reporting and Analysis in a Distributed Environment
Considerations for Reporting and Analysis in a distributed environment:
You need only one configuration of Reporting and Analysis Framework services and
Interactive Reporting services on each host. You can replicate these services by
using the Administer section of Workspace. Select Navigate then Administer, then
Reporting and Analysis, and then Services.
Enable only one Reporting and Analysis Logging Service. Multiple Logging Services
can affect where the logs are sent.
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If you are running multiple instances of the Reporting and Analysis Repository
Service, make sure that all instances share the file system location. You can specify
the file system location during configuration with EPM System Configurator, or by
using the Administer section in Workspace. If you are running this services as a
Windows service, use a UNC path instead of a mapped drive to prevent potential
permissions errors that can occur when Windows attempts to create a mapped drive
at startup.
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5-12
Lesson 5
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Silent configurations automate the configuration process so that you can configure EPM
System products on multiple computers without manually specifying configuration
settings on each machine.
To enable silent configurations, record your configuration settings in a response file. You
can then run a silent configuration from the command line, using the configuration
options that were saved in the response file.
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5-13
Lesson 5
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NOTE: When you are recording silent configurations, you can proceed
through EPM System Configurator only one time. (You cannot go
back to the Product Selection Panel to continue with more
configuration tasks.) If you return to the Task Selection Panel, the
response file is rerecorded.
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2. Proceed through EPM System Configurator, specifying the options that you want to
record. On the Configuration Confirmation Panel, click Save to record the settings in a
response file.
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4. Specify a file name for the response file, and click Save.
5-14
Lesson 5
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1. Copy the response file to the machine on which you want to run the configuration.
You can also copy the file to a network drive that is accessible from the machines on
which you want to configure.
2. From the command line, enter one of the following commands:
configTool.cmd -silent file name for Windows
configTool.sh -silent file name for UNIX
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Where file name includes an absolute path or file name for the response file.
The configuration runs in the background.
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5-15
Lesson 5
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When you run EPM System Configurator for Shared Services, you perform the following
tasks:
Configure EPM System Common Settings
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5-16
Lesson 5
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The first time you configure EPM System products, you configure a database for use by
Foundation Services, which includes the Shared Services Registry.
When you configure the Shared Services and Registry database, EPM System
Configurator ensures that the database is connected and is a supported database type.
If a database is detected, you may be prompted to select whether to use the detected
database or create a database.
The Shared Services Registry is stored in the database during Foundation Services
configuration. It is created the first time you configure EPM System products, and it
simplifies configuration by storing and reusing the following information for most EPM
System products that you install.
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5-17
Lesson 5
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Field
Description
Connect to a previously
configured Shared
Services database/
Perform 1st-time
configuration of Shared
Services database
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Database Type
Server
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Lesson 5
Field
Description
Port
SID/Service Name
Username
Password
Advanced Options
(Optional)
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Configuration changes you make for one product are automatically applied to other
products used in the deployment.
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You can view and manage the contents of the Shared Services Registry using Lifecycle
Management in the Shared Services Console. For more information, see Oracle
Hyperion Enterprise Performance Management System Lifecycle Management Guide.
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When you upgrade from a previous release of EPM System products, EPM System
Configurator updates the Shared Services Registry for products that you upgrade.
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5-19
Lesson 5
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Specify settings for all products on all machines that have been identified in the Shared
Services Registry.
If you configure on another machine and change any of these options, your new
selections apply for all products and machines you have not configured. If you
reconfigure on a machine, the new settings apply to any products you reconfigure and to
future configurations.
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5-20
Lesson 5
The following table describes the options for configuring common settings:
Field
Description
(Windows only)
Use SSL for Web
application server
communications
(Requires manual
configuration)
Port
Specify the mail server port number, or accept the default value.
If you are using SSL to communicate with the mail server, enter
an SSL port.
User Name
Password
Admin Email
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5-21
Lesson 5
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EPM System Configurator deploys each application to the WebLogic Server domain you
specified. For a new domain, the domain is created when the first application is
deployed. Each application runs in a separate JVM, except for Shared Services, and
EPM Workspace, which run together and are deployed to the same managed server.
The following table lists the options to define the WebLogic Server domain:
Field
Description
Admin Host
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Lesson 5
Field
Description
Domain Name
Admin Port
Accept the default port, or, to change the default, enter a port
number that does not conflict with other applications installed on
your machine.
Admin User
Enter the admin user name for the domain. By default, the admin
user is set to epm_admin.
Admin Password
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The EPM Workspace Web application and the Shared Services Web application are
deployed when you select the Hyperion Foundation Deploy to Application Server
task.
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If you are implementing a custom authentication module, you must include its Java
archive (.jar) in the EPM Product classpath. See the Oracle Hyperion Enterprise
Performance Management System Security Administration Guide for detailed
procedures to implement a custom authentication module.
Start and stop scripts are created in
MIDDLEWARE_HOME/user_projects/epmsystem1/bin/.
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Lesson 5
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Description
View Details
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5-24
Lesson 5
Field
Description
My Oracle Support
password
NOTE: EPM System Installer installs Oracle Configuration Manager for you in
EPM_ORACLE_HOME/ccr..
For more information about Oracle Configuration Manager, see
http://www.oracle.com/technology/documentation/ocm.html.
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5-25
Lesson 5
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EPM System Configurator creates a preprovisioned user called admin that enables you
to log on to Shared Services after configuration to create and provision users. EPM
System Configurator requires you to specify a new admin password during configuration.
After configuration, you can make provisioning changes to the admin user.
To set the password for the admin user, enter the password in the Password field, and
confirm it by re-entering the password it in the Re-Type Password field.
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Lesson 5
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You configure the Web server only on the machine on which you want to run the Web
server. If you have already configured the Web server and you deploy any additional
products, you must run EPM System Configurator again and select the Foundation
Services Configure Web Server task.
The following table describes the options for the Web server configuration:
Field
Description
HTTP Port
Specify the Web server port. If you use SSL, make sure the port
number you enter is a secure port.
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Lesson 5
Authentication directory
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5-28
Lesson 5
You can perform the following user directory management and configuration tasks in the
Shared Services Console:
Configure user directories
Test user directory connections
Edit user directory settings
Delete user directories
Manage the user directory search order
After configuring the directories, you must synchronize them with the Shared Services
database.
Native Directory
By default, Native Directory contains one user account, admin, with a default password
of password. With this user account, you can manage Native Directory user accounts:
Create users
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External Directories
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You cannot manage external directory users and groups in Shared Services Console.
You can configure Shared Services to work with the users and groups that you created in
external user directories.
The following external directories are supported:
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Relational databases (Oracle database 10.2.0.04 and later, IBM DBs 9.1 and 9.5,
Microsoft SQL Server 2005 and 2008)
5-29
Lesson 5
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To support SSO and authorization, you must configure external user directories. From
Shared Services Console, you can perform several tasks related to configuring and
managing user directories.
To configure Oracle Internet Director y, MSAD, or other LDAP-enabled
user directories:
1. Using a browser, access the following URL:
http://Web_server_name:port_number/interop
where Web_server_name is the name of the computer where the Web server used
by Foundation Services is running, and port_number is the Web server port.
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5-30
Lesson 5
3. Enter your user name and password, and click Log On.
NOTE: Initially, the only user who can access Shared Services Console is
admin (the password for admin is specified in EPM System
Configurator when deploying Foundation Services).
4. Select Administration, then Configure User Directories.
The Defined User Directories screen is displayed. This screen
lists all configured user directories, including Native Directory.
5. Click Add.
6. Under Directory Type, select an option:
Lightweight Directory Access Protocol (LDAP) to configure an LDAP-based user
directory other than Active Directory.
Microsoft Active Directory (MSAD) to configure Active Directory.
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7. Click Next.
The Connection Information screen for the selected user directory
type is displayed.
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8. Enter the required parameters. The following table describes the parameters for your
external authentication provider:
Field
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Description
Directory Server
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DNS Lookup
Host Name
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Lesson 5
Field
Description
SSL Enabled
Base DN
Enter the distinguished name (DN) of the node where the search
for users and groups should begin. You can also use the Fetch
DNs button to list available base DNs and then select the
appropriate base DN from the list.
Oracle recommends that you select the lowest DN that contains
all EPM System product users and groups.
ID Attribute
Maximum Size
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For user directories other than Active Directory, leave this blank
to retrieve all users and groups that meet the search criteria.
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For Active Directory, set this value to 0 to retrieve all users and
groups that meet the search criteria.
Trusted
Anonymous Bind
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User DN
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Lesson 5
Field
Description
Append Base DN
Select this check box to append the base DN to the User DN. If
you are using Directory Manager account as the User DN, do not
append Base DN.
Note: This box is disabled if you select Anonymous Bind.
Password
9. Click Next.
The MSAD User Configuration screen is displayed.
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5-33
Lesson 5
You can use the Auto Configure field to quickly retrieve User information.
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Shared Services uses the User Configuration properties to create a user URL that is
used to determine the node where search for users begins. Using this URL speeds up
the search.
TIP: The User URL should not point to an alias. EPM System security requires that
the user URL points to an actual user and not its alias.
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Lesson 5
Oracle recommends that you use Auto Configure to retrieve the required information. If
you want to enter the User information manually, the following table contains the field
definitions:
Field
Description
User RDN
Login Attribute
Enter the attribute that stores the login name of the user. Users
use the value of this attribute as the User Name while logging
into EPM System products.
Example: uid
Email Attribute
Example: mail
Object Class
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Enter the object classes of the user (the mandatory and optional
attributes that can be associated with the user). Shared Services
uses the object classes listed in this screen in the search filter.
Using these object classes, Shared Services should find all
users who should be provisioned.
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Lesson 5
Field
Description
Enter an LDAP query that retrieves only the users that are to be
provisioned with EPM System product roles. For example, the
LDAP query (uid=Hyp*) retrieves only users whose names start
with the prefix Hyp.
The User Configuration screen validates the User RDN and
recommends the use of a user filter, if required.
After entering the user filter, click Execute Filter to validate the
query by getting a count of the number of users that will be
retrieved using the filter.
The user filter is used to limit the number of users returned
during a query. It is especially important if the node identified by
the user RDN contains many users that need not be provisioned.
User filters can be designed to exclude the users that are not to
be provisioned, thereby improving performance.
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5-36
Lesson 5
You can use the Auto Configure field to quickly retrieve Group information.
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Shared Services uses the uses the Group Configuration properties to create a URL to
determine the node where searches for groups begin. Using this URL speeds up the
search.
TIP: The group URL should not point to an alias. EPM System security requires that
the group URL points to an actual group and not its alias.
Data entry in the Group Configuration screen is optional. If you do not enter the group
URL settings, Shared Services searches within the Base DN to locate groups, which can
negatively affect performance, especially if the user directory contains many groups.
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If you do not plan to provision groups, or if users are not categorized into groups on the
user directory, you can clear the Support Groups checkbox to disable the fields on this
screen.
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5-37
Lesson 5
If you are supporting groups, Oracle recommends that you use the Auto Configure field
to retrieve the required information. If you want to enter the group information manually,
the following table contains the field definitions:
Field
Description
Group RDN
Name Attribute
Object Class
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Enter the object classes of the group. Shared Services uses the
object classes listed in this screen in the search filter. Using
these object classes, Shared Services should find all groups
associated with the user.
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5-38
Lesson 5
Field
Description
Enter an LDAP query that retrieves only the groups that are to
be provisioned with EPM System product roles. For example,
the LDAP query (|(cn=Hyp*)(cn=Admin*)) retrieves only
groups whose names start with the prefix Hyp or Admin.
After entering the group filter, click Execute Filter to validate the
filter by getting a count of the number of groups that will be
retrieved by the filter.
With the group filter, you limit the number of groups returned
during a query. It is especially important if the node identified by
the Group RDN contains a large number of groups that need not
be provisioned. Filters can be designed to exclude the groups
that are not to be provisioned, improving performance.
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1. From Shared Service Console, select Administration, and then Configure User
Directories.
The Defined User Directories screen is displayed.
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2. From the list of user directories, select an external user directory configuration to
test.
3. Click Test.
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You can remove a user directory from the search order, in which case Shared Services
automatically reassigns the search order of the remaining directories. User directories
not included in the search order are not used to support authentication and provisioning.
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5-39
Lesson 5
NOTE: Shared Services terminates the search for the user or group when it
encounters the specified account. Oracle recommends that the corporate
directory that contains most of the EPM System users be placed at the top of
the search order. If a user has multiple accounts within a user directory,EPM
System retrieves the account that the search first encounters.
By default, Native Directory is set as the first directory in the search order. Additional
user directories are given the next available sequence number in the search order. You
can perform the following tasks to manage the search order:
Add a User Directory to a search order
Change the search order
Remove a search order assignment
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5-40
Lesson 5
CSS
CSS
ACL
Provisioning
Get
provisioning
information
Registration
Shared Servic es
Registration
E PM Configurator
Provisioning and
Regis tration
Externa l
user directory
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User provisioning is the process of granting roles and access control to EPM System
product users. A role is a set of permissions that determines user access to product
functions. Each product provides several default roles tailored to suit various business
needs. Predefined roles from each application registered with Shared Services are
available from Shared Services Console. These roles are used for provisioning. You may
also create additional roles that aggregate the default roles to suit specific requirements.
The process of granting users and groups specific access permissions to EPM System
resources is called provisioning. Provisioning is managed at the user or group levels by
Provisioning Managers or Shared Services Administrators assigning one or more EPM
System application roles to a user or group.
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Lesson 5
Available Roles
A role is a construct, similar to an access control list, that defines the access permissions
granted to users and groups to perform functions on Oracle's Hyperion resources. It is a
combination of resource or resource types.
Access to Oracle's Hyperion application resources is restricted. Users can access
application resources only after a role that provides access is assigned to the user or to
the group to which the user belongs. Access restrictions based on roles enable
administrators to control and manage application access.
As the Shared Services administrator or provisioning manager for an application, only
you can provision users. Based on roles assigned, users can perform specific tasks and
access content in various applications. You manage provisioning at the user or group
level; that is, you select users or groups and then provision them with roles for
applications or for Shared Services global roles.
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5-42
Lesson 5
Global Roles
Global roles are Shared Services roles that enable users to perform certain tasks within
the Shared Services Console. The following table describes some global rules:
Role
Description
Administrator
Directory Manager
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LCM Manager
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Predefined Roles
Predefined roles are built-in roles in Hyperion products. You cannot delete these roles
from the product. Predefined roles are registered with Shared Services during the
application registration process.
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5-43
Lesson 5
Aggregated Roles
Aggregated roles are custom roles that aggregate multiple product roles within an Oracle
Hyperion product. An aggregated role consists of multiple roles, including other
aggregated roles. For example, a Shared Services Administrator or Provisioning
Manager can create a role for Planning that combines the Planner and View User roles
into an aggregated role. Aggregating roles can simplify the administration of products
that have a large number of granular roles.
You cannot create an aggregated role that spans products, and you cannot include
global Shared Services roles in aggregated roles. Aggregated roles are also known as
custom roles.
Provisioning Sequence
Shared Services communicates with the following repositories for provisioning:
The Shared Services relational database contains product registration information.
The OpenLDAP database contains role-provisioning information.
The product repositories contain authentication privileges that are product-specific.
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The external authentication directory contains user credentials and group hierarchy
information.
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When you log on to a Hyperion product, the product performs the following
authentication tasks:
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This mandates each Hyperion application user to have an account on the user
directory.
2. The product communicates with Shared Services to check the verified information
against the role provisioning information in the OpenLDAP database.
3. The product checks the verified OpenLDAP credentials against the product
credentials.
To provision users or groups:
1. Launch Shared Services console by selecting Start, then Programs, then Hyperion,
then Foundation Services, then Shared Services Console.
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5-44
Lesson 5
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1. Launch Shared Services console by selecting Start, then Programs, then Hyperion,
then Foundation Services, then Shared Services Console.
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2. Locate a user or group to provision by clicking on your user directory and searching
for users or groups.
3. Right-click the user or group, and select Deprovision.
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Lesson 5
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5-46
Lesson 5
5. Click Print.
6. Select a printer, and click Print.
7. Click Close.
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Lesson 5
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5-48
Lesson 5
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b. Click Update List. The Available Applications list displays the applications that you
can assign to the application group.
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c. From Available Applications, select the applications to assign to the project and
click Add.
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6. Perform an action:
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5-49
Lesson 5
Summary
In this lesson, you should have learned to:
Describe EPM System Configurator
Describe the Configuration Sequence
Configure Shared Services
Configure the Shared Services and Registry Database Connection
Configure EPM System Common Settings
Deploy EPM System products to a Weblogic domain
Register with Oracle Configuration Manager
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5-50
L E S S O N
Objectives
At the end of this lesson, you should be able to:
Configure Performance Management Architect
Configure Calculation Manager
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Lesson 6
Server components
RDBMS
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The Interface Datasource Configuration task is required only if you want to use interface
tables in Performance Management Architect. Interface tables are database tables used
to import data and metadata from external systems into Architect.
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Lesson 6
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Specify the database settings to use for the products that you selected on the Task
Selection Panel. For ease of deployment and simplicity, for a new installation, you can
use one database for all products (the default when you configure all products at the
same time). If you want to use a different database for each product, perform the
Configure Database task separately for each product.
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6-3
Lesson 6
The following table describes the fields that you must complete to configure a database
for Performance Management Architect:
Field
Description
Database connection
information
Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.
Note: This task assumes that you already created the database.
It does not create the database.
Database Type
Server
Port
SID/Service Name
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Password
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Advanced Options
(Optional)
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Lesson 6
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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field
Description
Ear/War
Name
Port
Accept the default port, or enter a port number that does not conflict with other
applications installed on this machine.
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6-5
Lesson 6
Field
Description
SSL Port
Accept the default port or specify the SSL port to use for deployment.
Specifying this port sets up SSL using the Java application server's default
certificates.
See the Oracle Hyperion Enterprise Performance Management System
Security Administration Guide for recommendations on updating the Java
application server with a valid certificate.
Set up
Click Set up to specify the logical address that the products use to connect to the
Web application server. Select this option when the Web applications do not
communicate with the Web application server directly, as in the following
scenarios:
You set up a cluster with a load balancer.
You are using an SSL offloader.
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Lesson 6
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You can configure an interface data source only on the machine on which the Dimension
Server is installed. You must register with Shared Services before you can perform this
task.
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6-7
Lesson 6
NOTE: Make sure to use a database other than your repository database for the
interface datasource.
The following table describes the options for configuring the Performance Management
Architect interface datasource:
Field
Description
Database type
Datasource name
Server
Accept the default name, or enter the name of the server hosting
the database. (The default name is based on the database type.)
Port
Select the default, or enter the port number of the server hosting
the database. (The default port is based on the database type.).
SID/Service Name
User
Password
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6-8
Lesson 6
RDBMS
Server components
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Lesson 6
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Specify the database settings to use for the products that you selected on the Task
Selection Panel. For ease of deployment and simplicity, for a new installation, you can
use one database for all products (the default when you configure all products at the
same time). If you want to use a different database for each product, perform the
Configure Database task separately for each product.
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6-10
Lesson 6
The following table describes the fields that you must complete to configure a database
for Calculation Manager:
Field
Description
Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.
Note: This task assumes that you already created the database.
It does not create the database.
Database Type
Server
Port
SID/Service Name
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Password
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Advanced Options
(Optional)
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Lesson 6
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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field
Description
Ear/War
Name
Port
Accept the default port, or enter a port number that does not
conflict with other applications installed on this machine.
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6-12
Lesson 6
Field
Description
SSL Port
Accept the default port or specify the SSL port to use for
deployment. Specifying this port sets up SSL using the Java
application server's default certificates.
See the Oracle Hyperion Enterprise Performance Management
System Security Administration Guide for recommendations on
updating the Java application server with a valid certificate.
Set up
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6-13
Lesson 6
Summary
In this lesson, you should have learned to:
Configure Performance Management Architect
Configure Calculation Manager
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6-14
L E S S O N
Configuring Essbase
Objectives
At the end of this lesson, you should be able to:
Configure Essbase
Externalize users in Administration Services
Add Essbase Servers in Administration Services
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Lesson 7
Configuring Essbase
Configuring Essbase
Server components
Configuring Essbase
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EPM System Configurator configures the instance of Essbase that you selected on the
Task Selection Panel. If you installed a second instance of Essbase Server, it appears as
Essbase-<n> on the Task Selection Panel.
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7-2
Lesson 7
Configuring Essbase
During configuration, if you do not select Deploy Essbase in Standalone mode, EPM
System Configurator automatically registers Essbase with Shared Services and writes
the Shared Services connection information to the essbase.cfg file.
In Windows, EPM System Configurator automatically sets environment variables. The
Essbase installation location, known as ESSBASEPATH, is also set automatically as a user
variable.
NOTE: The Essbase installation location is stored in a variable. Previous versions of
Essbase used ARBORPATH to refer to the installation location.
ARBORPATH now refers to the application location.
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Lesson 7
Configuring Essbase
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The following table describes the fields that you must complete to configure a database
for Essbase Studio and Administration Services:
Field
Description
Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.
Note: This task assumes that you already created the database.
It does not create the database.
Database Type
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7-4
Lesson 7
Configuring Essbase
Field
Description
Server
Port
SID/Service Name
Username
Password
Advanced Options
(Optional)
In this class, you use the same database tablespace for both Essbase Studio and
Administration Services. If you want to use separate databases or tablespaces, run the
configuration separately for Essbase Studio and Administration Services.
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Lesson 7
Configuring Essbase
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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field
Description
Ear/War
Name
Port
Accept the default port, or enter a port number that does not conflict with
other applications installed on this machine.
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7-6
Lesson 7
Configuring Essbase
Field
Description
SSL Port
Accept the default port or specify the SSL port to use for deployment.
Specifying this port sets up SSL using the Java application server's default
certificates.
See the Oracle Hyperion Enterprise Performance Management System
Security Administration Guide for recommendations on updating the Java
application server with a valid certificate.
Set up
Click Set up to specify the logical address that the products use to connect
to the Web application server. Perform this action when the Web
applications do not communicate directly with the Web application server,
as in the following scenarios:
You set up a cluster with a load balancer.
You used an SSL offloader.
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Lesson 7
Configuring Essbase
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You enter the information in the following table when configuring the Essbase Server:
Field
Description
Essbase Instance
Name
Accept the default port number on which the Essbase Server listens
for client requests. If you change the default value, be sure to enter
a port number that is not used by other programs.
The port value is stored in essbase.cfg.
Start Port
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Enter the first port number that Essbase Server tries to use to
connect.
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Lesson 7
Configuring Essbase
Field
Description
End Port
Enter the highest port number that Essbase Server can use to
connect.
Essbase uses at least two ports for each application. For a large
number of applications, you need a larger port range.
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Deploy Essbase in
Standalone mode
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Lesson 7
Configuring Essbase
Essbase
Administration
Console
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With Essbase, you provision with two levels of roles: Essbase Server roles and Essbase
application roles. These roles are granted and managed through Shared Services
Console. Provisioning information on Essbase application roles is stored in the Shared
Services repository.
In addition to roles, Essbase uses access control on dimension members, filters, and
calculation scripts. Security filters may also be used to limit access. Access control
information on Essbase artifacts is stored in the essbase.sec security file.
Note the following externalization guidelines:
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If you convert a stand-alone Essbase instance to Shared Services mode, you must
externalize the admin user from Administration Services. See Administration
Services Online Help for instructions.
7-10
Lesson 7
Configuring Essbase
By default, Shared Services users can log on to Administration Services Console. The
activities that users can perform in Administration Services Console and the Essbase
Server are defined by the user's Essbase Server role assignments.
If you deploy Essbase in Shared Services mode, the Shared Services admin user
account is used initially to administer Essbase Server and applications.
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Lesson 7
Configuring Essbase
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Connections to individual Essbase Servers are handled by the middle tier Essbase
Administration Server. Before you can view application outlines in Administration
Services Console, you must add Essbase Servers to Enterprise View. You can assign
each user a different set of Essbase Servers and applications depending on their job
function.
To add Essbase Ser vers to Enterprise View:
Perform one of the following actions:
In Enterprise View, right-click Essbase Servers, and select Add Essbase Server.
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From the menu, select Actions, and then Add Essbase Server.
When you add Essbase Servers, you have the option to use single sign-on (SSO), which
enables you to manage users through Shared Services.
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7-12
Lesson 7
Configuring Essbase
Summary
In this lesson, you should have learned to:
Configure Essbase
Externalize users in Administration Services
Add Essbase Servers in Administration Services
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Lesson 7
Configuring Essbase
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7-14
L E S S O N
Configuring Planning
Objectives
At the end of this lesson, you should be able to:
Configure Planning
Manage Planning clusters
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Lesson 8
Configuring Planning
Configuring Planning
Instances
RDBMS
Server components
Configuring Planning
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The Manage Planning Clusters task is enabled after you complete the first three tasks.
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Lesson 8
Configuring Planning
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This step enables you to select products that you purchased. The available products
depend on your purchase and licensing agreements.
For the example on the slide, you can select the following products:
Capital Expenditures Planning
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Lesson 8
Configuring Planning
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Specify the database settings to use for the products that you selected on the Task
Selection Panel. For ease of deployment and simplicity, for a new installation, you can
use one database for all products (the default when you configure all products at the
same time). If you want to use a different database for each product, perform the
Configure Database task separately for each product.
Planning requires a system database and a separate database for each application that
you create. You configure the Planning system database with EPM System Configurator.
You configure databases used by applications in Planning or Performance Management
Architect.
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Lesson 8
Configuring Planning
The following table describes the fields that you must complete to configure a database
for Performance Management Architect:
Field
Description
Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.
Note: This task assumes that you already created the database.
It does not create the database.
Database Type
Server
Port
SID/Service Name
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Password
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Advanced Options
(Optional)
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Lesson 8
Configuring Planning
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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field
Description
Ear/War
Name
Port
Accept the default port, or enter a port number that does not conflict with
other applications installed on this machine.
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8-6
Lesson 8
Configuring Planning
Field
Description
SSL Port
Accept the default port or specify the SSL port to use for deployment.
Specifying this port sets up SSL using the Java application server's default
certificates.
See the Oracle Hyperion Enterprise Performance Management System
Security Administration Guide for recommendations on updating the Java
application server with a valid certificate.
Set up
Click Set up to specify the logical address that the products use to connect
to the Web application server. Perform this action when the Web
applications do not communicate directly with the Web application server,
as in the following scenarios:
You set up a cluster with a load balancer.
You used an SSL offloader.
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Lesson 8
Configuring Planning
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A Planning cluster is a set of applications. Each cluster may contain one or more
Planning applications.
A default cluster is created after you complete all other Planning configuration tasks.
You enter the information in the following table when managing Planning clusters:
EPM System
Configurator Fields
Description
Cluster Name
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8-8
Enter the full name of the machine where you installed the Planning
Web server component.
In a multiserver environment, it should be the load balancer. In a
single-server environment, it is the same as the Planning server.
Lesson 8
EPM System
Configurator Fields
Configuring Planning
Description
Server Port
SSL
Activate Cluster
You edit, delete, and reassociate applications with a cluster with EPM System
Configurator.
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8-9
Lesson 8
Configuring Planning
Summary
In this lesson, you should have learned to:
Configure Planning
Manage Planning clusters
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8-10
L E S S O N
Objectives
At the end of this lesson, you should be able to:
Configure Financial Reporting and Web Analysis
Configure Workspace
Integrate products with Workspace
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Server components
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Note the following considerations if you are installing Reporting and Analysis in a
distributed environment:
Install only one instance of Reporting and Analysis Framework services and
Interactive Reporting services on each host, and run EPM System Configurator on
each machine. Then, you can replicate these services from the Administer section of
Workspace (select Navigate then Administer, then Reporting and Analysis, and then
Services) to replicate services on each host.
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9-2
Lesson 9
If you are running multiple instances of the Reporting and Analysis Repository
Service, all instances should share the file system location. Specify the file system
location during configuration with EPM System Configurator, on the Configure RA
Framework Services page, or from the Administer section of Workspace. If you are
running this service as a Windows service, use a UNC path instead of a mapped
drive to prevent potential permissions errors that can occur when Windows attempts
to create a mapped drive at startup.
For the Financial Reporting Web application, you can have only one active instance
of the Scheduler component in a clustered environment.
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Specify the database settings to use for the products that you selected on the Task
Selection Panel. For ease of deployment and simplicity, for a new installation, you can
use one database for all products (the default when you configure all products at the
same time). If you want to use a different database for each product, perform the
Configure Database task separately for each product.
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9-4
Lesson 9
The following table describes the fields that you must complete to configure a database
for Reporting and Analysis:
Field
Description
Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.
Note: This task assumes that you already created the database.
It does not create the database.
Database Type
Server
Port
SID/Service Name
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Password
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Advanced Options
(Optional)
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Description
Repository Directory
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Port Ranges
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Lesson 9
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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field
Description
Ear/War
Name
Port
Accept the default port, or enter a port number that does not
conflict with other applications installed on this machine.
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9-7
Description
SSL Port
Accept the default port or specify the SSL port to use for
deployment. Specifying this port sets up SSL using the Java
application server's default certificates.
See the Oracle Hyperion Enterprise Performance Management
System Security Administration Guide for recommendations on
updating the Java application server with a valid certificate.
Set up
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Lesson 9
Configuring Workspace
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Configuring Workspace
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In this release, Workspace tasks are bundled in the Foundation Services tasks with
Shared Services. However, if you install additional EPM System products after you
configure the Foundation Services Web server, you must rerun the Foundation Services
Web server configuration task to register the new products in Workspace.
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9-9
Oracle BI EE
BI Publisher
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You can integrate Oracle BI EE 10.1.3.4.x and BI Publisher 10.1.3.4.x with Workspace
by updating the Shared Services Registry.
To update the Shared Services Registry with information for Oracle BI EE and BI
Publisher, perform the following tasks:
1. Back up the Shared Services Registry database.
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Lesson 9
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9-11
Summary
In this lesson, you should have learned to:
Configure Financial Reporting and Web Analysis
Configure Workspace
Integrate products with Workspace
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9-12
L E S S O N
1 0
10
Objectives
At the end of this lesson, you should be able to:
Enumerate troubleshooting basics
Review hardware and software requirements
Check release compatibility
Identify port conflicts
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Lesson 10
Troubleshooting Basics
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Troubleshooting Basics
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The succeeding topics provide troubleshooting tips for installing and configuring EPM
System products. The following items are discussed:
Meeting hardware and software requirements
Checking release compatibility
Identifying port conflicts
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10-2
Lesson 10
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Lesson 10
Data sources
Third-party software
Web application
and Web servers
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Prior to installing EPM System products, ensure that your environment meets the
hardware and software requirements.
Oracle recommends reviewing the following documents:
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Lesson 10
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Lesson 10
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The EPM System 11.1.2 product release is intended only for new deployments.
Upgrading or migrating from previous EPM System releases is not supported. In
addition, products from this release are not compatible with products and applications
from previous releases.
NOTE: Oracle will include the ability to upgrade from previous EPM System releases
in a future EPM System product release.
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Lesson 10
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During EPM System product configuration, default port numbers for Web applications
are populated automatically. You can change the defaults during configuration, but each
port number must be unique.
Oracle recommends that you document the list of ports used during the installation and
configuration.
For a complete listing of EPM System ports, see Default Ports in Oracle Hyperion
Enterprise Performance Management System Installation Start Here.
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Lesson 10
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Lesson 10
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The EPM System Diagnostics utility tests the connectivity of installed and configured
EPM System products. Run EPM System Diagnostics on each machine in the
deployment. The results of the tests are saved in HTML format.
To run EPM System Diagnostics
Select from the following actions:
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10-9
Lesson 10
By default, the results are opened in a browser. Optionally, you can navigate to
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/reports and open
validation_report_date_time.html.
EPM System Diagnostics creates a ZIP file of the logs in
MIDDLEWARE_HOME/user_projects/epmsystem1/logszips.
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Lesson 10
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Most EPM System products use the Oracle Diagnostic Logging (ODL) framework for
logging purposes. Aside from the EPM System Diagnostics logs, you can view productspecific log files for troubleshooting purposes.
The following Oracle Hyperion EnterprisePerformance Management System Installer,
Fusion Edition logs may be viewed from the
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/install directory:
common-install.logcontains Common Component files activities
common-ocm-install.logcontains Oracle Configuration Manager (OCM) information
common-ohs-install.logcontains Oracle HTTP Web server (OHS) activity
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Lesson 10
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The css.log containing CSS calls made during configuration is located under
MIDDLEWARE_HOME/EPMSystem11R1/diagnostics/logs/css.
Weblogic Application server logs are located under product-specific directory
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/product/.
Web Server logs created for OHS and EPM System Installer are located in
MIDDLEWARE_HOME/user_projects/epmsystem1/httpConfig/ohs/diagnostics/logs/OHS/ohs_compo
nent.
Start and stop logs are located in
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/starter.
Service startup logs are located in
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/services.
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Product logs are under subdirectories labeled with their product names in
MIDDLEWARE_HOME/ user_projects/epmsystem1/ diagnostics/logs/.
10-12
Lesson 10
Shared Services
Workspace
Planning
Essbase
Performance Management
Architect
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If you cannot access Shared Services Console, you can use the Registry Editor utility to
modify the Shared Services user directory information, servers, or ports.
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Be sure to back up the Shared Services registry prior to making any changes.
10-13
Lesson 10
When you configure EPM System products but EPM System Configurator cannot
register them with Shared Services, perform the following tasks:
Add a CName record to the DNS for Shared Services on all EPM System product
installation servers.
Add the alias to the host file on all EPM System product installation servers.
If the Shared Services deployment to the Web or application server fails, you can rerun
EPM System Configurator.
If you install and configure products after configuring Foundation Services, you need to
rerun the Configure Web Server task in the EPM System Configurator.
Troubleshooting Workspace
If options are missing from Workspace, verify that you ran the Configure Web Server task
for Foundation Services after configuring EPM System products.
Troubleshooting Essbase
The following lists Essbase issues and possible solutions:
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Fatal Error: Essbase is already loadederror occurs when you are trying to start
Essbase and an existing process is already running. Verify that all Essbase Server
process instances are stopped before starting a new instance.
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Lesson 10
Troubleshooting Planning
If you are unable to access Planning through Workspace, perform the following steps:
1. Test access to Workspace with this URL: http://Web Server:port/workspace/, where
Web Server is the Web server machine host name and port is the Web server listen
port; for example, http://myEPMserver:19000/workspace.
2. If step 1 does not work, verify that you have configured the Workspace proxy server
plug-in. If it is configured, test whether you can access Planning directly; for example,
http://myEPMServer:8300/HyperionPlanning/LogOn.jsp. Port 8300 is the default
Planning deployment port. If you deployed Planning on a different port, ensure that
you use that port in the URL.
3. If you can log on to Planning directly but still can not open Planning from Workspace,
check the log file for the successful load of the Hyperion Planning module. If the log
says the module could not be loaded, you must run EPM System Configurator and
reregister Planning with Shared Services.
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Installation failureensure that Microsoft .NET Framework 2.0 was not installed
correctly. Install Microsoft .NET Framework 2.0 and rerun the Performance
Management Architect installation.
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No connection could be made because the target machine actively refused it error
messageensure that the Dimension Server is running. If not, restart the Process
Manager services, which starts Dimension Server and related services.
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4. In the right pane, verify that ASP.NET 2.0.50727 is listed and set to Allowed.
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a. If ASP.NET 2.0 is listed but not set to Allowed, click ASP.NET 2.0.50727 and click
Allow.
10-15
Lesson 10
b. If ASP.NET 2.0 was not listed and you have .NET 2.0 installed, register .NET 2.0
with IIS:
From the command prompt, go to this directory:
C:\Windows\Microsoft.NET\Framework\v2.0.50727
Enter aspnet_regiis.exe iru.
Repeat steps 1 to 5.
NOTE: If you are using Oracle Database, make sure that you installed Oracle Data
Provider for .NET 2.0 10.2.0.2.20 before configuring Performance
Management Architect.
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Lesson 10
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If you have a current support agreement and a customer support identifier, you can
search the My Oracle Support knowledge base (http://support.oracle.com) for
information about resolving installation and configuration issues. You can also use My
Oracle Support for entering service requests, downloading software releases and
patches, and other online support tasks.
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10-17
Lesson 10
Summary
In this lesson, you should have learned to:
Enumerate troubleshooting basics
Review hardware and software requirements
Check release compatibility
Identify port conflicts
Start and stop EPM System services
Run EPM System Diagnostics
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L E S S O N
1 1
11
Objectives
At the end of this lesson, you should be able to:
List the tasks for verifying the installation
Start EPM System services in the recommended order
Log on to Workspace
Create and deploy Planning applications
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Starting Services
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Starting Services
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The first step in verifying your installation is to start the required services for the EPM
System products in the following recommended sequence:
1. Databases
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11-4
Logging On to Workspace
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Logging On to Workspace
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After starting the required services, you can access Workspace through the following
URL:
http://myEPMServer:19000/workspace
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Description
Generic
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Planning
Consolidation
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Description
Profitability
Essbase Analytics
When you create applications with Performance Management Architect, your application
views are stored in Application Library.
NOTE: You must have the appropriate application creator role to be able to create
applications.
Both Performance Management Architect and Classic Application Administration enable
you to create applications using Application Wizard. The wizard enables you to make the
appropriate plan type and property selections. For example, you make the designation
for plan types for Planning applications, but you would not select plan types for Financial
Management applications.
After creating the basic application structure using the wizard, you can add dimensions
and further customize the application.
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3. Run the wizard to set up the application name, plan types, and default currency.
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11-7
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Before creating a Planning application, you must have relational databases available for
storing metadata and other application settings. You create, edit, and delete Planning
data sources in Performance Management Architect or Classic Application
Administration.
To create Planning data sources in Classic Application
Administration:
1. From Workspace, select Navigate, then Administer, then Classic Application
Administration, and then Planning Administration.
2. From the left pane, click Manage Data Source.
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11-8
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9. Enter the Essbase server connection details and click Test Connection.
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11-9
Creating Applications in
Performance Management Architect
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11-10
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11. If you set the base time period as 12 Months, select a weekly distribution option:
Even, 445, 454, or 544.
12. Click Next.
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11-11
Creating Applications in
Classic Application Administration
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Classic Planning applications are stand-alone applications that do not share dimensions
and members with other Planning applications. You use Classic Application Wizard to
create and delete classic Planning applications.
To create Planning data sources in Classic Application
Administration:
1. From Workspace, select Navigate, then Administer, then Classic Application
Administration, and then Planning Administration.
2. From the left pane, click Create Applications.
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11-12
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17. For each plan type in the application, select the plan type and specify a plan name.
18. Click Finish.
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11-13
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11-14
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11-15
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Each EPM System product is associated with a set of roles. After installing and
configuring EPM System products, you provision users and groups with roles that relate
to their job functions.
You provision users and groups in Shared Services Console.
For a complete list of EPM System product roles, see Oracle Enterprise Performance
Management System Security Administration Guide.
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11-16
Description
Administrator
Shared Services
Administrator role
comprises these roles:
Create Integrations
Directory Manager
LCM Administrator
Manage Taskflows
Run Taskflows
Project Manager
Run Integrations
Create Integrations
Directory Manager
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Manage Taskflows
Run Taskflows
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Project Manager
Provisioning Manager
Manage Taskflows
Creates, edits, views, schedules, and runs task flows for any
EPM System product. Has full control over all task flows.
Run Taskflows
Views, schedules, and runs the task flows that users with the
Manage Taskflows role created.
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Cannot create or edit task flows for any EPM System product.
11-17
Description
Project Manager
Run Integrations
Description
EPMA Administrator
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Access all applications, even if the user did not deploy the
application
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Dimension Editor
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11-18
Description
Calculation Manager
Administrator
Calculation Manager
Administrator role
comprises these roles:
Financial Management
Calculation Manager
Administrator
Planning Calculation
Manager Administrator
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Role
Description
Administrator
Application Manager
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Create/Delete Application
Database Manager
Provisioning Manager
Server Access
Calc
Start/Stop Application
Write
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11-19
Description
Read
Filter
Provider Services provides the Administrator power role, which enables users to create,
modify, and delete Essbase Server clusters.
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Role
Description
Administrator
Performs all application tasks except those reserved for the Application
Owner and Mass Allocate roles.
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Provisioning
Manager
Mass Allocation
Analytic Services
Write Access
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11-20
Description
Planner
Enters and submits plans for approval and runs business rules and
adapter processes. Uses reports that others created, views and uses
task lists, enables e-mail notification for themselves, and creates data
using Smart View.
Interactive User
View User
Views and analyzes data through Planning data forms and any data
access tools for which they are licensed (for example, Financial
Reporting, Oracle's Hyperion Web Analysis, and Smart View).
Typical View users are executives who want to see business plans
during and at the end of the budget process.
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Within your Planning application, you can assign access rights for users and groups to
the following application elements:
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Object SecurityYou can assign security to specific objects, such as data forms
and task lists. For example, you can allow all users to access the standard expenses
data form, but allow only payroll managers to use the salary expense data form.
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Data SecurityWith data security, you can protect data and prevent unauthorized
users from changing data. For example, you can restrict access to certain data
elements in an application.
Task SecurityTask security determines the tasks in an application that a user can
access. You assign task security by assigning a role to a user. Each role is
associated with a set of tasks. For example, interactive users cannot change
dimension members, so the dimension-change option is not available to interactive
members.
After establishing or updating user and group security and assigning member access,
you must refresh the Planning application to update to the Essbase security filters.
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11-21
Description
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Content Manager
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Favorites Distributor
Schedule Manager
Provisioning Manager
The following table describes the Reporting and Analysis interactive roles:
Role
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Content Publisher
11-22
Description
Description
Data Editor
Report Designer
Scheduler
The following table describes the Reporting and Analysis view roles:
Role
Description
Explorer
Personal Parameter
Editor
Viewer
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11-23
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When you use data forms with Smart View, you have the same functionality as you have
with data forms in Planning. You can view form instructions, adjust data, manipulate data
with ad hoc adjustments, lock and spread values to base periods, enter supporting detail
and cell text, and launch business rules.
The Planning server performs validity checks involving user security, metadata access,
and form definition changes in order to synchronize data. The server then saves only
incremental changes to the cells that were changed or modified after the data form was
opened in Excel.
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11-24
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You can move, resize, or close the Smart View panel from the down arrow in the title bar.
The Smart View panel contains the following panes:
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11-25
Types of Connections
Before you can access data using Smart View, you must establish connections to your
Planning applications. You connect to data sources, manage your connections, and open
grids, data forms, and task lists from the Smart View Panel.
Depending on how you configure Smart View, you may or may not require users to enter
login credentials to connect to data sources.
There are two types of connections: Shared Connections and Private Connections.
Shared Connections
Shared connections are stored in a central location and are available to multiple users
through the Smart View panel. They are created and maintained by administrators.
Users, unlike administrators, cannot add, edit, or rename shared connections. They can
save them as private connections.
Private Connections
Private connections are created by saving a shared connection to your local computer or
by entering a URL to a provider that was not configured for shared connections.
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Click an item under Recently Used. You can click to pin items to this list.
Click Shared Connections to open the Shared Connections Panel, where you can
select a connection from the drop-down menu. You are prompted for your user
name and password.
Click Private Connections to open the Private Connections Panel, where you can
select a connection from the drop-down menu. You are prompted for your user
name and password when you select a connection.
Click Private Connections. Enter a URL in the box, and press Enter.
2. From the list, double-click the item (data form, ad hoc grid, smart slice, or task list)
that you want to open.
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11-26
Smart View
Administration Services
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Administration Services
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11-27
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After deploying your application, you launch Workspace to perform the following tasks:
Build and manage applications
Run or view highly formatted financial and operational reports from most data
sources, including Planning and Financial Management
Conduct high-performance, multidimensional modeling, analysis, and reporting with
Essbase
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11-28
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11-29
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In Smart View, you can view, import, manipulate, distribute and share data from data
sources.
To access Planning applications in Smart View:
1. In Excel, select the Smart View ribbon, and open the Smart View panel.
2. Click Shared Connections.
3. Click Modify.
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4. Enter the Shared Connections URL using the following syntax, and click OK:
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http://myEPMServer:19000/workspace/SmartViewProviders
5. From the Shared Connections drop-down list, select a connection and click the right
arrow.
11-30
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You use the Take Offline Wizard to take data forms offline.
To take forms offline:
1. In the Smart View ribbon, click More, select Offline, and then Take Offline.
2. Select the data forms that you want to take offline, and click Next.
3. Make your modifications to the data form.
4. In the Selected Members column, enter the required dimension members and click
Next.
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7. Click Finish.
11-31
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11-32
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An Essbase database is created for each plan type defined in a Planning application to
store and calculate its data. You can store the following objects in an Essbase database:
Database outlinesDefine the structure of the multidimensional database
consisting of dimensions and member hierarchies. The file extension is OTL.
Calculation scriptsEnable you to perform custom calculations in addition to the
standard consolidations and the standard mathematical operations defined in the
database outline. The file extension is CSC.
Report scriptsDefine reports based on data in one or more databases. The file
extension is REP.
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Data load rulesDefine editing operations on data files that populate the database.
The file extension is RUL.
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11-33
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Outline
Linked Reporting Objects
Calculation Scripts
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Rules Files
Partitions
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11-34
Summary
In this lesson, you should have learned to:
List the tasks for verifying the installation
Start EPM System services in the recommended order
Log on to Workspace
Create and deploy Planning applications
Provision users and groups
Configure Smart View
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11-35
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11-36
L E S S O N
1 2
12
Objectives
At the end of this lesson, you should be able to:
Test the Financial Reporting connectivity with Planning
Test the Web Analysis connectivity with Planning
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Lesson 12
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12-2
Lesson 12
To preview reports:
1. In the Workspace repository, right-click a report or snapshot.
2. Select Open In.
3. Select HTML Preview or PDF Preview.
The report is displayed in the content area.
To create a report:
1. Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and
then Financial Reporting Studio.
Financial Reporting Studio is displayed.
2. Select File, then New, and then Report.
An empty report workspace is displayed.
3. Select Insert, and then Grid.
4. In the report workspace, drag the crosshairs to draw the grid size.
The Select a Database Connection dialog box is displayed.
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7. In the Point of View frame, drag dimensions to the Rows and Columns areas and
click OK.
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10. Repeat steps 8 and 9 to select members for dimensions displayed in the report.
11. If you added dimensions to the POV, click a dimension on the POV bar above the
grid.
The Select Members dialog box is displayed.
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12-3
Lesson 12
Importing Content
You can import Financial Reporting files that are exported from a repository. This process
is useful for moving repository objects from one server to another. The following
Financial Reporting file types can be imported:
FIle Type
Extension
Report
DES
Snapshot report
RPT
Book
KBK
Snapshot book
KBT
Batch
BCH
Grid
ROG
Text or object
Image
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ROT
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ROI
Chart
ROC
ROS
You can also import zipped files that contain Financial Reporting folders and files. The
folder paths and files are created during import. After importing a Financial Reporting file,
you modify it to configure general and advanced properties and to assign access
privileges.
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12-4
Lesson 12
When you import a file into a repository, Financial Reporting verifies whether the
database connections specified in the file exist in the repository. The following actions
occur during import:
If the imported file contains a database connection that matches a connection in the
repository, the file is imported with the matching database connection.
If the imported file does not contain a database connection that matches a
connection in the repository, you are prompted to select or create a database
connection.
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12-5
Lesson 12
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Database connections define the data sources for the grids of Financial Reporting files.
For repository files, you can create, edit, delete, and change database connections. This
ability enables you to reassign database connections, when you move items from one
server to another, and to point repository files to a various servers and applications.
In Database Connection Manager, you manage database connections and, for each
connection, provide the following information:
Database connection name
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Connection path
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Authentication information
12-6
Lesson 12
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After previewing a report in HTML or PDF, you can export the report to a Microsoft Excel
spreadsheet.
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When you export a report to Excel, you select one of the following options:
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Fully Formatted Grids and TextThe current page of the report is exported to
Excel in a format that is similar to its format in Financial Reporting. The report is
converted to HTML with the Hyperion formatting definitions and calculated numbers.
Charts in the report are exported as images. To export multiple pages, you display
and export one page at a time.
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Query-Ready Grids and TextThe first grid in the report is exported to Excel. The
grid is converted to HTML, and Hyperion-specific formatting is removed. Images and
charts in the report are not exported. After the grid is exported, you connect to an
Essbase server and use Smart View to perform ad hoc analysis.
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12-7
Lesson 12
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You can preview Web Analysis documents in HTML or Adobe Portable Document
Format (PDF) from Workspace.
PDF printing options:
Print ScreenPrints the current display quickly and easily. Because documents can
contain multiple data objects, Print Screen does not specify OLAP pages. If you want
to include OLAP pages or object-specific document summaries, you should select
Print Selected Object.
Print Selected ObjectPrints the selected document and its specified OLAP pages.
To test Web Analysis, you first launch Web Analysis Studio and create a database
connection to a Planning application. You then create a Web Analysis report and view
the report in Workspace.
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12-8
Lesson 12
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To create a report:
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8. In the File Name text box, type a name for the report and click OK.
9. Select File, and then Exit.
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Workspace is displayed.
12-9
Lesson 12
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You must use Web Analysis Studio, not Web Analysis, to create and modify database
connections. Documents are dependent on database connection files to query data
sources. A document can use multiple database connections to connect to one or more
data sources.
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12-10
Lesson 12
Summary
In this lesson, you should have learned to:
Test the Financial Reporting connectivity with Planning
Test the Web Analysis connectivity with Planning
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12-11
Lesson 12
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12-12
L E S S O N
1 3
13
Objectives
At the end of this lesson, you should be able to:
Describe Application Upgrade Wizard
Move Classic Applications to Performance Management Architect
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Lesson 13
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You use the Application Upgrade Wizard to move Classic applications to Performance
Management Architect.
If you move an application created in Classic Application Administration to Performance
Management Architect, an application cannot return to Classic Application
Administration.
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13-2
Lesson 13
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13-3
Lesson 13
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Upon accessing Application Upgrade Wizard, the Welcome page is displayed with the
following content:
The following screens will allow you to select the application(s) and then perform the
upgrade on those applications. you may select as many applications as you wish to
upgrade at one time.
The Upgrade Wizard may be run at any time but on only those applications that have
not been upgraded.
When you finish reviewing the Welcome page, click Next.
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13-4
Lesson 13
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The second page of the Application Upgrade Wizard, Application Summary, displays the
applications found in your EPM System installation. It indicates which applications can
and cannot be upgraded. In the Comment column, it states why the application cannot
be upgraded.
After reviewing the application list, click Next.
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13-5
Lesson 13
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On the Application Selection page, you select from the list of upgradeable applications
and move them to the Application to Upgrade list.
After making your selections, click Next.
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13-6
Lesson 13
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The Upgrade Summary page displays the list of applications to be upgraded. When you
click Finish, the upgrade process begins.
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13-7
Lesson 13
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When the upgrade process begins, Job Console is displayed. Click Refresh to update the
job status on the page.
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13-8
Lesson 13
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After the upgrade process is completed, navigate to Application Library to verify that the
application moved to Performance Management Architect.
Select the application and review the information in the Summary and Properties
sections.
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13-9
Lesson 13
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Once verified that the application moved to Performance Management Architect, you can
access the application from the Navigate menu.
To access applications, select Navigate, then Applications, then Consolidation, and then
select the application.
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13-10
Lesson 13
Summary
In this lesson, you should have learned to:
Describe Application Upgrade Wizard
Move Classic Applications to Performance Management Architect
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13-11
Lesson 13
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13-12
L E S S O N
1 4
14
Objectives
At the end of this lesson, you should be able to:
Describe the backup and recovery process
Backup repositories, databases, and file systems
Backup the Windows registry
Backup and recover EPM System products
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Lesson 14
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System failures can devastate businesses, resulting in lost data, time and revenue, and
creating user dissatisfaction. Whether you use one database or multiple databases
storing terabytes of data, Oracle recommends that you protect yourself from significant
losses in data, time, and resources by developing and implementing a backup and
recovery plan.
Assumed Knowledge
This course is for administrators who install, configure, deploy, and manage EPMSystem
products. The following skills are required:
Security and server administration skills
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14-2
Lesson 14
Web application server administration skills, including familiarity with your Java
application server
A strong understanding of your organization's security infrastructure, including
authentication providers such as Oracle Internet Directory, Lightweight Directory
Access Protocol (LDAP), Microsoft Active Directory, and use of Secure Sockets
Layer (SSL)
A strong understanding of your organization's database and server environments,
including file systems
A strong understanding of your organization's network environment and port usage
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Backup Prerequisites
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Stop products and ensure that all users are logged off.
Stop all product services.
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14-3
Lesson 14
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Many EPM System products use repositories, which contain various items that the
products require. Repository contents differ by product. Some product repositories use
RDBMS, some use file systems, and some use both RDBMS and file systems.
Regular backups of the following product databases and file systems are recommended:
Foundation Services
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Planning
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14-4
Lesson 14
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FullCreates a copy of data that can include parts of a database such as the control
file, transaction files (redo logs), archive files, and data files. This backup type
protects data from application error and safeguards against loss by providing a way
to restore original data. Perform this backup weekly, or biweekly, depending on how
often your data changes. Oracle recommends that you make full backups cold, so
that users cannot make changes during backup.
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NOTE: The database must be in archive log mode for a full physical
backup.
IncrementalCaptures only changes made after the last full physical backup. The
files differfor databases, but the principle is that only transaction log files created
since the last backup are archived. You can perform an incremental backup hot,
while the database is in use, but it slows database performance.
In addition to backups, consider using clustering or log shipping to secure database
content. See the Oracle Hyperion Enterprise Performance Management System High
Availability Guide and the RDBMS documentation.
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14-5
Lesson 14
Logical Backups
A logical backup copies data, but not physical files, from one location to another. A
logical backup is used to move or archive a database, tables, or schemas and to verify
database structures. A full logical backup enables you to copy these items across
environments that use different components, such as operating systems:
Entire applications
Data repositories such as the Shared Services Registry and Oracle Essbase cubes
Individual artifacts such as scripts, data forms, and rule files
A logical export backup generates necessary Structured Query Language (SQL)
statements to obtain all table data that is written to a binary file. A logical export backup
does not contain database instance-related information, such as the physical disk
location, so you can restore the same data on another database machine. Periodic
logical export backups (at least weekly) are recommended in case physical backups fail
or the database machine becomes unavailable.
Backup with Lifecycle Management
You can use Lifecycle Management, which is provided with Shared Services, to perform
logical backups. Lifecycle Management is discussed in the succeeding lesson.
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A complete file system backup includes an entire system directory. For example, backing
up the EPM Oracle home directory backs up all installed EPM System products.
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The following table describes the types and frequencies of file system backups that you
can perform:
Type
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Description
Post-installation
Daily
Incremental
Weekly-full
As-needed
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You back up directories and files by copying them to another location or storage device.
You can also use utilities provided with your operating system, such as the Windows
2003 Backup Utility. In the event of a failure, restore these directories and files by
returning the copy to the original location.
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14-6
Lesson 14
Recovery Sequence
Restore Shared Services, and the components that you backed up for Shared Services,
before restoring other products.
NOTE: It is imperative that you synchronize the backup and restore operations for
EPM System products, because EPM System products continually read and
write information to the Shared Services repository. When restoring Shared
Services from a backup, for example, you must also restore registered EPM
System products from backups that were made at the same time.
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14-7
Lesson 14
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Oracle recommends that you back up the Windows registry, including installation and
configuration entries such as HKEY_LOCAL_MACHINE\SOFTWARE\HyperionSolutions.
You can back up system and product components (such as services) by using the
regedit command in Microsoft Windows to create a registry file.
To export Windows registr y settings:
1. Select Start, and then Run.
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4. Provide a name and location for the registry file; for example, PlanningServer.reg.
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14-8
Lesson 14
Planning
Shared Services
Workspace
Essbase
Performance
Management Architect
Smart View
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Calculation Manager
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14-9
Lesson 14
To back up the file system for Workspace and Shared Ser vices:
1. Copy the MIDDLEWARE_HOME/user_projects/epmsystem1 folder to a storage
device or another network location after you install or reconfigure Workspace.
NOTE: This is a one-time backup of all EPM System products that are
installed and configured on the machine.
2. Perform a weekly full or daily incremental backup of these subfolders of
MIDDLEWARE_HOME/user_projects/epmsystem1/config:
FoundationServices
Foundation
NOTE: The Foundation subfolder contains the .reg.properties file, which
is required for recovery.
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2. Back up the Shared Services and Workspace schema if you use Oracle RDBMS;
otherwise, back up the SQL Server or DB2 database.
Recovering Workspace and Shared Services
Make sure that you properly backed up the Foundation Services database and file
system before performing a restore.
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14-10
Lesson 14
Essbase
You must often back up the following Essbase components:
Applications
Calculation Scripts
Security files
Configuration settings
File System Backup
You can use the file system backup software of your choice. You can back up specific
directories or files, or you can back up the entire Essbase directory structure. Back up all
.ind and .pag files related to a database because a single database can have multiple
.ind and .pag files. Shut down the Agent before backing up essbase.sec.
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You can use text export files to load data from the source database into databases on
other platforms. Consider exporting data for the following purposes:
To transfer data across platforms
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ESSCMD
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14-11
Lesson 14
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EPM_ORACLE_HOME/products/Foundation/BPMA/AppServer/DimensionServer/We
bServices
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5. Ensure that the .NET version of the Web application is 2.0, and enable ASP.NET 2.0
extension.
6. Ensure that write access for C:/Documents and Settings/All
Users/Application Data is enabled for NETWORK SERVICE user.
7. Run the following scripts in
MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentScripts/instal
lServiceScripts to install the J2EE Web tier services:
installServiceEPMADataSynchronizer.bat
installServiceEPMAWebServer.bat
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14-12
Lesson 14
Planning
You should backup Planning system and application databases regularly.
To back up Planning:
1. Back up the Planning relational database.
2. Back up the following Windows registry entries:
HKLM/Software/Oracle* nodes
HKLM/System/CurrentControlSet/Services/Oracle*
3. Back up the Essbase outline files for your applications.
4. Back up the full export of Essbase data.
5. Back up any calculation scripts and substitution variables associated with Essbase.
6. Back up the file system folder that contains Planning shared libraries:
32-bit: EPM_ORACLE_HOME/products/Planning/lib
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64-bit: EPM_ORACLE_HOME/products/Planning/lib64
7. UNIX: Back up custom scripts, such as startup files associated with Planning.
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essbase.properties
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14-13
Lesson 14
Calculation Manager
To enable recovery after a failure, you should back up the database that you use with
Calculation Manager, as described in the RDBMS documentation. Additional precautions
you can take:
Back up the product components in
EPM_ORACLE_HOME/products/Foundation/CALC.
Perform a weekly full or daily incremental backup of
MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/CalcMgr0/logs
.
Smart View
To back up Smart View, copy the Microsoft Office XLS, XLSX, DOC, DOCX, PPT, and
PPTX files that contain your generated data, and place them on a storage device or in
another location.
To recover data after a failure or crash, replace the copied files in the original location.
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14-14
Lesson 14
Diagnostics Folder
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EPM System products continually generate log file and audit information. It is important
to archive these files periodically so that the file size does not become unmanageable.
Most EPM System products use the ODL framework for logging purposes. ODL provides
plug-in components that complement the standard Java framework to automatically
integrate log data with Oracle log analysis tools. In the ODL framework, log files are
formatted as text documents. Another key benefit of ODL is that log file rotation is
supported.
ODL consists of two file types:
Configuration files
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Log files
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14-15
Lesson 14
Configuration Files
ODL uses a configuration file to manage and limit the logging information for EPM
System products. Each configuration file contains options for log file location, size,
rotation, logging level, and so on.
Configuration File Properties
The following table lists some of the configurable properties in the logging.xml file. For
a complete list, see the Oracle Hyperion Enterprise Performance Management System
Release 11.1.2 Installation and Configuration Troubleshooting Guide.
Property Name
Description
path
Log path
format
maxFileSize
The maximum size in bytes for each log file. When the
main log file reaches the given size, it triggers a log
rotation, where the main log file is archived and a new
log file is created.
maxLogSize
rotationFrequency
retentionPeriod
The time period for which older log file should be kept.
Files that are older than the given period are deleted.
Files are deleted only when there is a log rotation, no
background thread deletes log files. As a result, files
may not be deleted for some time after the retention
period expires. The value must be a number (minutes),
or day, week, month (30 days) or year (values are not
case sensitive).
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14-16
Lesson 14
Property Name
Description
keepOpen
If the flag is set to true, the main log file is kept open all
times. If the flag is set to false, the main log file is open
and closed upon each log operation. The default value
is true.
deleteFiles
Message Types
Message type is the standard ODL terminology for a log level. Message types are
controlled from the configuration file in loggers. Oracle recommends that you set a lower
message type as the default to allow for finer control.
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The following table lists the message types in the logging.xml file:
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Message Type
Description
ERROR
WARNING
NOTIFICATION
TRACE
UNKNOWN
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14-17
Lesson 14
MIDDLEWARE_HOME/EPMSystem11R1/common/confi
g/11.1.2.0/configTool-logging.xml
MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/Foun
dationServices0/logging.xml
MIDDLEWARE_HOME/user_projects/empsystem1/c
onfig/FoundationServices/logging.xml
Performance Management
Architect Dimension Server
MIDDLEWARE_HOME/user_projects/epmsystem1/c
onfig/EPMA/DimensionServer/logging.xml
Performance Management
Architect Web Server
MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/EPMA
WebReports0/logging.xml
Calculation Manager
MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/calc
mgr0/logging.xml
Essbase Server
MIDDLEWARE_HOME/user_projects/epmsystem1/E
ssbaseServe/essbaseserver1/bin/logging.xml
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Essbase Administration
Services
MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/eas0
/logging.xml
Essbase Studio
MIDDLEWARE_HOME/user_projects/epmsystem1/B
PMS/bpms1/bin/logging.xml
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MIDDLEWARE_HOME/user_projects/epmsystem1/d
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yticProviderServices0/logging.xml
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14-18
Lesson 14
Product
MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/RaFr
amework0/logging.xml
MIDDLEWARE_HOME/user_projects/epmsystem1/c
onfig/ReportingAnalysis/logging/logging_ra.xml
Log Files
Each product, component, service, or servlet has its own log file. In a distributed
installation, all services of one type log their messages to one file. Separate log files are
generated for license information, configuration, and, if necessary, environment
information.
Log Message File Format
The following table lists the log message format and descriptions:
Log Message Format
Description
Time Stamp
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Example: [2010-01-22T05:23:31.755-08:00]
Component ID
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Example: [FoundationServices0].
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14-19
Lesson 14
Description
Message Type
Message ID
Module ID
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Example: [Initialization]
Execution Context ID (ECID)
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Example:
[ecid:0000IPMCrhW17ic5PjWByd1BMQPg000002,0]
Message Text
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Actual log message.
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14-20
Lesson 14
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common-wl-install.logWebLogic files
install-ocm-output.logOCM files
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installTool-install-DDD-MM.DD.YYYY-TIME.log
Main log written by EPM System Installer to log user
activity
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14-21
Lesson 14
MIDDLEWARE_HOME/use
r_projects/epmsystem1/di
agnostics/logs/
console~OHS~1.log
ohs_component.log
access_log.log
MIDDLEWARE_HOME/use
r_projects/epmsystem1/ht
tpConfig/ohs/diagnostics/l
ogs/OHS/ohs_component
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Shared Services
MIDDLEWARE_HOME/use
r_projects/epmsystem1/di
agnostics/logs/sharedserv
ices
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SharedServices_Audit_Client.logInformation about
the client
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14-22
SharedServices_Security.logExternal authentication
and single sign-on activity
SharedServices_TaskFlow.logInformation about
taskflows
Lesson 14
EPM Workspace
Workspace.logGeneral messages
MIDDLEWARE_HOME/use
r_projects/epmsystem1/di
agnostics/logs/Foundatio
nServices
Financial Management
MIDDLEWARE_HOME/use
r_projects/empsystem1/di
agnostics/logs/hfm
Performance Management
Architect
MIDDLEWARE_HOME/use
r_projects/empsystem1/di
agnostics/logs/epma
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14-23
Lesson 14
Summary
In this lesson, you should have learned to:
Describe the backup and recovery process
Backup repositories, databases, and file systems
Backup the Windows registry
Backup and recover EPM System products
Manage EPM System log files
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14-24
L E S S O N
1 5
15
Objectives
At the end of this lesson, you should be able to:
Describe Lifecycle Management
Identify the artifacts that you can migrate
View and search for artifacts
Explain the application and artifact migration process
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Identify the tasks that you can perform using the Lifecycle Management
Utility
Run the Lifecycle Management Utility
Access and view migration status reports
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Lesson 15
Development
Test
Production
Copy right 2010, O rac le and/or its affiliates. All rights res erved.
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15-2
Lesson 15
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15-3
Lesson 15
Disconnected environment
Shared Services
Direct migration
Copy right 2010, O rac le and/or its affiliates. All rights res erved.
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15-4
Lesson 15
LCM Requirements
Note the requirements below as you use the LCM functionality.
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Copy right 2010, O rac le and/or its affiliates. All rights res erved.
LCM Requirements
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If you are migrating to or from a file system, the file system should be accessible to
Shared Services Console on the network.
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Since the default destination for file system migrations is on the Shared Services
Web application server computer, space must be allocated on the Shared Services
computer.
15-5
Lesson 15
LCM Security
In order to use LCM, a user must have an administrator role
and a Lifecycle Management administrator role. With the LCM
administrator role, you can perform LCM on any application
registered with Shared Services.
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Copy right 2010, O rac le and/or its affiliates. All rights res erved.
LCM Security
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To use Lifecycle Management, you must provision users and groups using the standard
provisioning process. You must be provisioned with the following roles to use LCM with
Financial Management and Planning:
Application Administrator
Application Creator
LCM Administrator
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15-6
Lesson 15
About Artifacts
Data Forms
Dimensions
Reports
Security
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Documents
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About Artifacts
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Artifacts are individual application or repository items, such as scripts, Web and data
forms, rules files, documents, and financial reports. Application and repository artifacts
are organized into categories by product.
For a complete list of artifacts, see the Oracle Hyperion Enterprise Performance
Management System Lifecycle Management Guide.
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15-7
Lesson 15
Planning Artifacts
Configuration
Data
Global
Artifacts
Plan Types
Security
User Preferences
Planning
Units
Substitution
Variables
Plan Type 1
Access Permissions
User Variables
Cell Text
Business
Rules
Plan Type 2
Application
Settings
Text Values
Task Lists
Plan Type 3
Account
Annotations
Spread
Patterns
Supporting
Details
and more
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Planning Artifacts
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You use Lifecycle Management to migrate the following types of Planning artifacts:
Configurationuser preferences, user variables, and application settings
Relational dataplanning units, cell text, text values, account annotations, and
supporting details
Global artifactssubstitution variables, business rules, task lists, spread patterns,
and so on
Plan types
Securityaccess permissions
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Lesson 15
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15-9
Lesson 15
Shared
Dimensions
Dimension
Access
Data
Synchronization
Application Properties
Entity
Import Profiles
Synchronizations
Import Profile
Account
Mapping Tables
Common Dimensions
External File
Definitions
Calculation Manager
Artifacts
Interface Table
Definitions
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You use Lifecycle Management to migrate repository content for the following types of
Performance Management Architect artifacts:
Application metadataapplication properties, import profiles, common dimensions,
and calculation manager artifacts
Shared dimensions
Dimension Access
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Lesson 15
Essbase Artifacts
Substitution Variables
Rule Files
Calculation Scripts
Report Scripts
Excel Files
Location Aliases
Security Filters
Text Files
Database Outlines
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Essbase Artifacts
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You use Lifecycle Management to migrate repository content for the following Essbase
artifacts:
Substitution variables
Rule files
Calculation scripts
Report scripts
Excel files
Location aliases
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Text files
Database outlines
15-11
Lesson 15
Rule Sets
Templates
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You use Lifecycle Management to migrate the following types of Calculation Manager
artifacts:
Rules
Formulas
Scripts
Rule sets
Templates
Calculation Manager artifacts are listed under the Foundation application group in the
Shared Services Console.
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15-12
Lesson 15
Deployment Metadata
Shared Services Registry
Product Registry
Task Flows
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Aside from Performance Management Architect and Calculation Manager artifacts, the
Foundation application group includes artifacts for:
Shared Services
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- Shared Services Registryenable you to view registry content and export registry
data to the file system where it can be edited and reimported.
- Product Registryenable you to edit application configuration information on a
given environment.
15-13
Lesson 15
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15-14
Lesson 15
Click
Search
Artifacts
Click Expand to
view artifact list
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The Lifecycle Management interface enables you to view, search, migrate, load, export,
and import artifacts. The artifacts are sorted into application groups and categories.
The tabular Lifecycle Management interface enables you to view multiple applications.
To view artifacts:
3. Click an application to view the artifact listing (or right-click the application and select
Explore).
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15-15
Lesson 15
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NOTE: Note: If you do not enter search criteria, all artifacts are displayed
upon search.
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4. Click Search.
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15-16
Lesson 15
Launch Shared
Services Console
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The following five step process outlines the process for migrating applications and
artifacts:
1. Launch Shared Services Console.
When you define your migration, you can save the migration definition to a file for reuse.
Migration definition files are saved in XML format. In a migration definition, you can
specify multiple tasks to migrate multiple applications together.
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You can use the migration XML file with the command-line utility to perform batch
processing.
Planning 11.1.2: Installation and Configuration
15-17
Lesson 15
Migration Scenarios
Application to Application
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Migration Scenarios
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You can migrate artifacts directly from one application to another or to and from the file
system.
Some EPM System products do not support direct application-to-application migration
through Lifecycle Management. For example, to migrate a classic application, you must
create a shell destination classic application before performing an application-toapplication migration.
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15-18
Lesson 15
Migration Guidelines
Source
Application
Destination
Application
Test
Production
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Migration Guidelines
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When migrating applications and artifacts to a new environment, follow these guidelines:
For classic applications, create a shell application in the destination environment
For application to application migrations (both classic and Performance Management
Architect), you must create a shell application in the destination environment
Create data sources for the destination application
Import the following artifacts in the order listed:
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- Planning artifacts
- Reporting and Analysis (Financial Reporting and Web Analysis)
15-19
Lesson 15
For the very first migration, the Performance Management Architect dimensions must be
migrated and deployed first, then the non-dimensional artifacts can be migrated.
NOTE: Lifecycle Management does not support migration of EA templates,
Favorites, or Planning data.
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15-20
Lesson 15
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Direct application to application migrations can only occur between like applications
that are registered with the same Shared Services instance. For example, Essbase to
Essbase, Planning to Planning, or Financial Management to Financial Management. You
cannot migrate a Financial Management application to a Planning application.
To migrate directly from one application to another:
1. Log on to Shared Services Console.
2. Expand Application Groups.
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5. On the Source page, select the source applications for migration, and click Next.
15-21
Lesson 15
6. On the Source Options page, enter information about the source, and click Next.
7. On the Destination page, specify the Applications destination, and click Next
8. On the Destination Options page, review the destination options, and click Next.
9. On the Migration Summary page, review the source and destination options that you
specified.
10. Optional: Click Back to make changes.
11. Save the migration definition for a later migration or click Execute Migration.
12. Click OK.
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15-22
Lesson 15
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You use the Application Migration Wizard to migrate applications and artifacts to a file
system for both the connected and disconnected environments.
To migrate applications and artifacts to a file system:
1. Log on to Shared Services Console.
2. Expand Application Groups.
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5. On the Source page, select the source application for migration and click Next.
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15-23
Lesson 15
6. Click Next.
The Destination page is displayed.
7. Select File System.
8. In the text box, enter the name of the folder.
The exported file system is saved at the following location:
\Oracle\Middleware\user_projects\epmsystem1\import_ex
port\admin@NativeDirectory. It is displayed in the view pane
under File System.
9. Click Next to display the Destination Options page.
10. Click Next to display the Migration Summary page.
11. Review the migration details, and click Execute Migration.
12. Click OK.
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15-24
Lesson 15
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After migrating the applications and artifacts from the source application to the file
system, you transfer the exported files from the source instance of Shared Services to
the destination instance of Shared Services (in a disconnected environment).
In a connected environment, use Application Migration Wizard to migrate applications
and artifacts from the intermediary file to a destination application.
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15-25
Lesson 15
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8. If the source application is displayed, select the application and click Remove Source.
9. Select the file for migration.
10. Click Next to display the Source Options page.
11. Click Next to display the Destination page.
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15-26
Lesson 15
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You can export or import a single artifact to or from the local file system without using
Application Migration Wizard.
To export individual artifacts:
2. In the view pane, expand the Application Groups containing the artifact.
3. Expand the application to display the individual artifact.
4. Right-click the artifact and select Export for Edit.
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6. Specify the save location on the local file system and click Save.
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If you export the artifact in an XML file, you can modify the
exported artifact in the file system before importing it.
15-27
Lesson 15
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15-28
Lesson 15
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The Lifecycle Management Utility is a command-line tool that supports the migration of
artifacts across product environments and operating systems. The utility provides an
alternate way to migrate entire applications, or individual artifacts, from source to
destination.
You use the Lifecycle Management Utility to:
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15-29
Lesson 15
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Lesson 15
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15-31
Lesson 15
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You can access and view Migration Status Reports from the Administration menu in
Shared Services Console.
When you execute a migration, you can immediately view the status of the migration in
the Migration Status Report.
To view the Migration Status Report in Shared Services Console, select Administration,
and then Migration Status Report.
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Lesson 15
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Every action performed in Lifecycle Management is logged in the following audit reports:
Security reportsDisplays information on role provisioning for selected artifacts.
Artifact reportsDisplays information on the artifacts that were imported or
exported using the LCM functionality.
Configuration reportsGenerates an audit report about the configuration tasks
that were performed in the past.
NOTE: You must enable auditing before you can view audit reports.
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15-33
Lesson 15
To enable auditing:
1. Log on to Shared Services Console.
2. In the view pane, select Application Groups.
3. Select Administration, and then Configure Auditing.
The Audit Configuration dialog box is displayed.
4. Select Enable Auditing.
5. From Select Tasks, select the artifacts and objects to include in auditing reports.
6. Click OK.
7. When prompted to save the configuration, click Yes.
To view audit reports:
1. In Shared Services Console, select Administration, and then Audit Reports.
2. Select a report type:
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Security Reports
Artifact Reports
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Config Reports
3. Enter report parameters:
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Performed BySelect the users for which the report is to be generated or select all
users.
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Select Detailed View and then click View Report to display the report based on the
modified attribute and the new attribute value.
5. Optional: Click Export to export the report to a CSV file, which can be opened in
Microsoft Excel.
By default, the artifact report is named AuditArtifactReport.txt.
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6. Click Close.
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Lesson 15
Summary
In this lesson, you should have learned to:
Describe Lifecycle Management
Identify the artifacts that you can migrate
View and search for artifacts
Explain the application and artifact migration process
Select the appropriate migration scenario for your environment
Identify the tasks that you can perform using the Lifecycle Management
Utility
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15-35
Lesson 15
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15-36
A P P E N D I X
Objectives
At the end of this lesson, you should be able to:
List integration options
Describe Outline Load Utility, Oracle Data Integrator, Data Integration
Management, FDM, and Enterprise Resource Planning Integrato
Install FDM and ERP Integrator
Configure FDM and ERP Integrator
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Appendix A
Outline Load
Utility
Data Integration
Management
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You can perform data integration tasks with Planning by using the following Oracle
products:
Outline Load Utility
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A-2
Appendix A
Currency
Entity
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You can load metadata and data for the following Planning objects using the Outline
Load Utility:
Account
Period
Year
Scenario
Version
Currency
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Entity
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User-defined dimensions
Attributes and UDAs
A-3
Appendix A
Exchange rates
Smart Lists
Planning Unit Hierarchies
When loading data with the Outline Load utility, you can specify driver members in the
following:
Planning Data Load Administration page
CSV load file
If you load data using a CSV load file, you run the utility with the /TR option. The CSV
file must list the driver member and all other members under the POV column,
regardless of their location on the data form. For example, if January or Descendants
(YearTotal) are columns in a data form, you must list January and every member
descendant under Year Total in the POV column.
When using the /TR option, you can load one value per row in the CSV file. You can
include multiple rows, but you can specify only one data value per row.
The following list summarizes the high-level steps needed to load data with Outline Load
Utility:
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b. Select Administration, then Application, then Properties, and then the System Properties
tab.
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A-4
Appendix A
c. On the System Properties tab on the Manage Properties page, set the
DIRECT_DATA_LOAD and DATA_LOAD_FILE_PATH properties.
If you set DIRECT_DATA_LOAD to True, or if you do not specify a value for this
property, information is loaded directly into Essbase.Ensure that the outlines
maintained in Planning and Essbase are synchronized. The CSV load file must
not specify any Planning outline changes unless they were already refreshed to
Essbase.
If you set DIRECT_DATA_LOAD to False, Outline Load Utility processes the CSV
load file that you created to generate a data file (TXT) and a rule file (RUL). With
this option, the Planning and Essbase outlines do not need to be synchronized
because data is not loaded. You can refresh the changes at a later time to
propagate the metadata changes to Essbase, and then load data directly into
Essbase.
In most cases, set DIRECT_DATA_LOAD to False, and set DATA_LOAD_PATH to the
location and name that will be used for the generated data and rules files. For
example, C:/myDirectory/App1.txt.
d. Restart the Planning application server.
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3. If you want to load to driver members that are specified in Planning, set the driver
members:
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c. Select a dimension from the Data Load Dimension list (such as Account) for which
you want to load data.
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A-5
Appendix A
Point-of-View: All other dimensions required to determine the intersection for which
to load the data. If you are using the /TR option, include all members except the
driver member. The data load automatically creates cross-product records based
on the dimension parameters in the POV. The load file creates and loads the data
record for each relevant cell intersection. The value is passed as a string. The POV
accepts a comma-separated list of members, including member functions. For
example, Children(Q1) is expanded to Jan, Feb, Mar during the load. The
corresponding records are generated based on the cross product of all member
combinations and the data value.
Data Load Cube Name: The name of the plan type to which data is being loaded.
The value is passed as a string. Values include any plan types specified in the
application, such as Plan1.
5. Test the load file and run the utility.
a. Locate the Outline Load utility, installed by default in
MIDDLEWARE_HOME/user_projects/epmsystem1/Planning/planning1.
b. To confirm that the load file parses without any errors, run the utility with the /N
option, and check the outline log file to ensure that no error messages were
generated. Running the utility with the /N option does not load data or metadata,
but ensures that the CSV load file parses successfully. For example, you can use
this command line to check the load file for a Planning application called test:
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tlineLoad /A:test /U:admin /M /N /I:c: \outline1data3.csv /D:Entity
/L:c:/outlineLoad.log /X:c:/ outlineLoad.exe
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c. Run the utility from the command prompt without the /N option, using the casesensitive command, one space, and the appropriate parameters.
For example:
C:\Oracle\Middleware\user_projects\epmsystem1\Planning
\planning1>OutlineLoad /A:test /U:admin /M /I:c: \outline1data3.csv
/D:Entity /L:c:/outlineLoad.log /X:c:/ outlineLoad.exe
If you are loading data without specifying driver members within Planning, you can
run the utility with the /TR option.
For example:
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C:\Oracle\Middleware\user_projects\epmsystem1\Planning\planning1>Outl
ineLoad /A:test /U:admin /M /N /I:c: \outline1data3.csv /TR /D:Entity
/L:c:/outlineLoad.log /X:c:/ outlineLoad.exe
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A-6
Appendix A
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ODI is a comprehensive data integration platform that covers all data integration
requirementsfrom high-volume, high-performance batches, to event-driven, tricklefeed integration processes, to SOA-enabled data services.
With Oracle Data Integrator, you can:
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Provide efficient bulk load of historical data (including complex transformations) from
existing systems to new ones.
A-7
Appendix A
ODI delivers unique next-generation Extract Load and Transform (ELT) technology that
improves performance and reduces data integration costs, even across heterogeneous
systems. ODI offers the productivity of a declarative design approach, as well as the
benefits of an active integration platform for seamless batch and real-time integration.
The ODI package includes Oracle Data Profiling and Oracle Data Quality for Data
Integrator:
Oracle Data Profiling is a data investigation and quality monitoring tool. It allows
business users to assess the quality of their data through metrics, to discover or infer
rules based on this data, and to monitor the evolution of data quality over time.
Oracle Data Quality for Data Integrator is a comprehensive award-winning data
quality platform that covers even the most complex data quality needs. Its powerful
rule-based engine and its robust and scalable architecture place data quality and
name and address cleansing at the heart of an enterprise data integration strategy.
ODI Components
Oracle Data Integrator is made up of the following components:
The modular Repository consists of a Master Repository and one or more Work
Repositories.
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Lightweight Designer is a Web application for viewing and editing objects in the
repository through a Web browser.
Oracle Data Integrator Public Web Services are Web services that enable users to
leverage Oracle Data Integrator features in a SOA.
Oracle Data Profiling Components
Oracle Data Profiling is made up of the following components:
The Oracle Data Quality User Interface is the client interface common to Oracle Data
Profiling and Oracle Data Quality.
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The Oracle Data Quality ODBC Adapter is used to connect ODBC data sources. This
optional component can be installed only on Windows platforms.
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Appendix A
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DIM software is a data integration platform that enables companies to access, integrate,
transform, and move any type of data between EPM System products and any system, in
any frequency, and in any format, thus eliminating data fragmentation across the
enterprise and optimizing Enterprise Performance Management and Business
Intelligence deployments.
DIM features include:
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Appendix A
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- Employees
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- Entities
- User-defined dimensions
- Attributes
- UDAs
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Appendix A
Data source
Financial Management
Planning
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Essbase
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FDM is an out-of-the-box data transformation tool that feeds source-level financial data
to consolidation, reporting, planning, and analytical applications. More than just a data
translation tool, FDM provides an audit trail to the source financial data, helping to
ensure data integrity and mapping consistency that allows for easy reconciliation of
financial data. FDM saves end users, administrators, and auditors time associated with
data error investigation, identification, and correction.
FDM requires minimal IT involvement and offers a consistent, user-friendly environment
that provides a uniform data collection process for all reporting units within the
organization. It also contains financial controls functionality to assist corporations with
their internal financial controls process. FDM contains prebuilt integration adaptors for
Hyperion Enterprise, Financial Management, Essbase, and Planning; it can also be used
to load data into any financial consolidation or analytical application.
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Appendix A
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As a module of FDM, ERP Integrator is the key application for integrating ERP systems
with EPM System applications. ERP Integrator fits within the EPM System architecture
and is accessed through Workspace, which uses Shared Services to authenticate users.
The key to its integration lies within its underlying ODI engine. ERP Integrator sits on top
of ODI and orchestrates the movement of metadata and data into EPM System
applications.
The application server can be deployed on multiple platforms, and it connects with EPM
System applications (such as Financial Management and Planning) using Performance
Management Architect, Classic Application Administration, or FDM.
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Appendix A
ERP Integrator provides the framework to drill through from the following EPM
applications back to the ERP sources through FDM or ERP Integrator:
Planning
Financial Management
Smart View
Financial Reporting
NOTE: For Smart View and Financial Reporting, users can drill through only if the
data source is Financial Management or Planning, but not Essbase or
Oracle Hyperion Profitability and Cost Management, Fusion Edition.
When you drill through, if data was loaded by FDM or ERP Integrator, a landing page is
displayed in a new Workspace tab or a new window. The landing page acts as a gateway
to the data in the source system.
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Appendix A
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You install all FDM components with EPM System Installer. You then use EPM System
Configurator to register FDM with Shared Services. You can then launch a separate
configuration utility for FDM components from the Start menu.
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You perform the following tasks to configure FDM and ERP Integrator:
ERP Integrator
- Configure Database
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Additional configuration tasks for FDM are described in the following sections.
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When configuring Web server components, you must specify the Windows accounts
under which .NET services and DCOM objects run. The Windows account must have full
control permission for the FDM application folders, as well as rights to the target system.
You must specify the name of a load balance server for the Web server components.
This computer stores FDM application information and performs load balancing on
application servers. If you specify a backup server, any time you create, modify, add, or
remove an application, the application configuration file, FDMLoadBalancerGroups.xml,
is copied from the load balance server to the backup load balance server.
To configure Web ser ver components:
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1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Web Server Components, and then Web Config Manager.
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Appendix A
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Appendix A
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Task Manager consists of a Windows service and a Windows client program. You must
specify the Windows account under which the Windows service and FDM DCOM objects
run. For Task Manager, you must also specify the name of a load balance server.
The Windows account for Task Manager must have the following properties:
Full control permission for the FDM application folders residing on the data server
Rights to the target system
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Appendix A
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Appendix A
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1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Load Balance Manager, and then Load Balance Configuration.
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Appendix A
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Appendix A
Configuring Workbench
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Configuring Workbench
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When configuring the Workbench client, you specify the computer that is running the
FDM Load Balance Manager. This computer stores FDM application information and
performs load balancing on application servers.
To configure Workbench:
1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Workbench, and then Workbench client.
The Workbench client is displayed.
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Appendix A
4. In the Primary Server text box, enter the name of the application server that runs the
FDM Load Balance Manager.
5. Optional: In the Backup Server text box, enter the name of the application server
used as the backup server for load balancing.
6. Click OK.
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Appendix A
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After installing and configuring the FDM software, you perform the following steps to
create an FDM application:
1. Create an application
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Appendix A
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When you create an application, a relational database for the application is automatically
created.
If you are using SQL Server, the database user that you specify must be either a SQL
Server administrator or have database creator and bulk insert rights. If you are using
Oracle, the database user that you specify must have either the Database Creator role or
the following system privileges:
Create Procedure
Create Sequence
Create Session
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Create Table
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Create Trigger
Create View
Create Query Rewrite
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Appendix A
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Appendix A
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You import standard reports into your test application from Workbench.
After you install FDM, the standard reports file FinancialDataManagementReports1112.zip is located in the
Oracle_Home/Middleware/EPMSystem11R1/products/FinancialDataQuality/Share
dComponents directory. The ZIP file contains the following:
StandardReportsOracle1112000Active.xmlFor use with Oracle databases and
the Active Reports viewer
StandardReportsSQLServer1112000Active.xmlFor use with SQL databases
and the Active Reports viewer
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Appendix A
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Appendix A
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You copy these files to the Templates folder of your test application.
After you install FDM, the standard templates file FinancialDataManagementTemplates1112.zip is located in the
Oracle_Home/Middleware/EPMSystem11R1/products/FinancialDataQuality/Share
dComponents directory.
Extract the ZIP file into the Application_Name/Outbox/Templates directory before
installing standard templates.
To install standard templates:
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Appendix A
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Appendix A
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Adapters are predefined software components that communicate with various source
and target applications. Each adapter is programmed to integrate with a specific source
(SAP or SQL, for example) or target system (Essbase Services, Planning, for example).
In this release, you use the ES11X-G4-G adapter to integrate with Planning and Essbase.
Adapter components:
EXEContains all instructions for FDM to communicate with the specified source
and target applications. Planning uses upsES11XG4G.exe.
XMLContains data relating to the FDM application that is being integrated. It stores
application setup parameters and scripts to call API functions and return the results
from the target application. You use ES11X-G4-G.xml as the XML file for Planning
and Essbase Services.
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Appendix A
You must create a machine profile for each adapter XML component. The machine
profile contains the information to allow FDM to determine the location of the source
and target database servers. The machine profile also stores global logon
information for connecting to the target application.
To install and register the Essbase adapter:
1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Workbench, and then Workbench client.
The Workbench Configuration dialog box is displayed.
2. Select the Adapters tab.
3. Select File, and then Import.
The Open Import File dialog box is displayed.
4. Browse to the ES11X-G4-G.xml file, select it, and click Open.
5. Select Integration Adapters, and click OK.
6. Select the Options tab, and as preferred, select or clear the following options:
Save existing machine profile
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8. From the Workbench desktop, select File, and then Register Adapter.
9. From the list, select the upsES11XG4G.exe and click Open.
The Essbase adapter is registered with FDM.
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Appendix A
Connecting to Planning
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Connecting to Planning
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You connect your test application to Planning by configuring the application and
integration settings in the Web client. You specify the following adapter options to
integrate with Planning:
System CodeSelect the application setting used to identify Planning as the target
system.
OptionsSelect the Application Name integration setting to identify the Planning
application that you want to connect to.
Essbase DB NameEnter the name of the database used by the Essbase
application to which you are loading data.
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For a complete list of adapter options, see the Oracle Hyperion Financial Data Quality
Management, Fusion Edition Adapter for Hyperion Essbase Readme.
A-34
Appendix A
To connect to Planning:
1. In your browser, enter the URL http://<Server Name>/HyperionFDM/.
The Login dialog box is displayed.
2. Log on to the test application that you created.
3. Select Administration, and then Application Settings.
4. In the System Code list, select ES11X-G4-G and click Save.
5. Select Administration, and then Integration Settings.
6. Enter the following information, and click Save.
a. In the Option list, select Application Name.
b. In the App Name text box, enter your application name.
7. In the Option list, select Logon Method.
8. In the Logon Method list, select one of the following options:
Select Unified if you want users to log on to the target application with the user name
and password with which they logged on to FDM.
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Select Global if you want users to log on to the target application with the same
user name and password. Specify the user name and password for the target
application, and select Global Logon Information from the Options list.
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9. Click Save.
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Appendix A
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Have successfully installed and configured ERP using EPM System Installer and
EPM System Configurator.
Have created the following three schemas for ERP Integrator in your database and
assigned appropriate roles or rights for the users or resources for each schema:
- Master Repository
- Work Repository
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- EPM System
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Appendix A
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1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, then Repository
Management, and then Master Repository Creation.
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2. In the Driver field, click the ellipsis (...) button to select the driver from a list.
3. In the Drivers window, select Oracle JDBC Driver from the drop-down list, and click OK.
4. In the URL field, click the ellipsis (...) button to select the URL from a list.
5. In the URL examples window, select jdbc:oracle:thin@<host>:<port>:<sid> from the
drop-down list, and click OK.
6. In the URL string, replace the values for <host>, <port>, and <sid> with the entries
corresponding to the database used for the master repository.
7. In the User and Password fields, enter the master repository user name and
password for the schema that you created, and click Test Connection.
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8. Verify that the connection was made successfully, and click OK.
A-37
Appendix A
9. Click OK.
10. In the ID field, enter an ID for the master repository.
11. From the Technology list, select Oracle, and click OK.
The master repository is created. This process may take several
minutes to finish.
12. Verify that the master repository was created successfully, and click OK to close the
wizard.
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1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Topology
Manager.
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2. On the login page, enter the user name and password of the ODI administrator and
click OK.
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5. In the Technologies list, right-click Oracle and select Insert Logical Schema.
6. In the name field, enter EBS_APPS, and click OK.
7. In the Technologies list, right-click Oracle and select Insert Logical Schema.
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9. In the Technologies list, right-click Oracle and select Insert Logical Schema.
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Appendix A
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1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Topology
Manager.
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2. On the login page, enter the user name and password of the ODI administrator and
click OK.
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NOTE: By default, the user name is SUPERVISOR and the password is SUNOPSIS.
The user name and password are case-sensitive.
Topology Manager is displayed.
5. In the Technologies list, right-click Hyperion Planning and select Insert Data Server.
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Appendix A
Creating Contexts
Contexts bring together components of the physical architecture of the information
system and components of the ODI logical architecture (the architecture on which the
user works). You must create a context for the six mandatory logical schemas.
To create contexts:
1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Topology
Manager.
2. On the login screen, enter the user name and password of the ODI administrator, and
click OK.
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7. Relate the physical schemas to the logical schemas for each context on the Context
tab, Physical Architecture tab, or Logical Architecture tab. In all cases, assign a
physical schema to a logical schema for a selected context.
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Appendix A
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5. Define the connection information, and test the connection to make sure all
information entered is correct. When finished, click OK.
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6. Enter the name for the work repository connection and the following information:
ID: A typical installation uses the ID10 for the master repository, and the ID20
for the work repository. Enter 20 for the ID.
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Name: Enter the work repository name. The name is displayed in the list of work
repositories and is also referenced in the source system setup in ERP Integrator.
7. Click OK.
The ODI agent is a Java application that can be placed as a listener on a TCP/IP port to
handle the communication between the ERP Integrator components and the ODI
components.
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Appendix A
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NOTE: This information is required when you set up the source system in
ERP Integrator.
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6. Click OK.
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Importing Scenarios
ODI modules are shipped as a set of compiled components, called scenarios. When you
install ERP Integrator, scenarios are automatically installed in
MIDDLEWARE_HOME\EPMSystem11R1\products\FinancialDataQuality\odi\scenario
s. As part of the configuration process, you must import these scenarios into ODI.
To import scenarios:
1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Operator.
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2. On the login screen, enter the user name and password of the ODI administrator and
click OK.
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Appendix A
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2. Depending on your integration with ERP Integrator, start the services for the
following:
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Financial Management
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4. Enter your user name and password, and click Log On.
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Appendix A
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c. In the Context Code field, enter the name of the Context you created.
d. In the JDBC Driver field, enter the driver code.
e. In the JDBL URL field, enter the driver URL code.
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f. In the Log Level field, enter the level of detail that you want to capture in the logs,
with 0 being the least detailed and 5 being the most detailed.
g. In the User field, enter the database schema user name for the ODI master
repository.
h. In the Password field, enter the database schema password for the ODI master
repository.
i. In the Repository code field, enter the work repository name.
7. Click Save.
8. Select the source system that you created, and click Initialize.
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A-44
Appendix A
Summary
In this lesson, you should have learned to:
List integration options
Describe Outline Load Utility, Oracle Data Integrator, Data Integration
Management, FDM, and Enterprise Resource Planning Integrato
Install FDM and ERP Integrator
Configure FDM and ERP Integrator
Create applications in FDM
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Appendix A
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A P P E N D I X
Objectives
At the end of this lesson, you should be able to:
Describe Performance Management Architect File Generator
Create an import file from Planning applications
Create an import file from Performance Management Architect
applications
Create an import file from Microsoft Excel files
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Appendix B
Planning applications
Performance Management applications
Microsoft Excel files
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Performance Management Architect File Generator is a utility that enables you to create
import files from the following sources:
Existing Financial Management files such as PER, SEC and XML metadata files.
NOTE: Only Financial Management XML format metadata files are supported. The
APP format is not directly supported, but users can extract metadata from the
system in the XML format to use the converter.
Existing Financial Management applications, Release 11.1.1 or later
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Appendix B
The File Generator utility reads these source files and generates an import file in ADS
format, which can then be imported into Performance Management Architect. This can
be helpful if you have a classic application that you want to migrate to Performance
Management Architect without performing an application upgrade.
In the utility, you can click Help to access the File Generator User's Guide.
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Appendix B
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Workspace URL: The URL of the Workspace Web application; for example,
http://<servername>:19000:/workspace.
Planning Web URL: The URL of the Planning Web server; for example,
http://<servername>:8300/HyperionPlanning.
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Appendix B
Planning Application: The application for which you want to create the import file.
Application Server: The server on which this application is stored.
EPMA Import File: Specify the name or browse for an existing file to overwrite.
4. Optional: Click View to view the import file in a text editor.
5. Optional: Enter a prefix for the dimensions.
6. Optional: Click Save Metadata file.
When Performance Management Architect imports an application,
it is imported as an XML file (metadata.xml). Performance
Management Architect runs the transformation and creates an
ADS file from the metadata.xml file. Typically, this file is used for
troubleshooting purposes. Oracle recommends that you do not
select this option for extremely large applications.
7. Click Execute.
The import file is created.
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Appendix B
You can extract the entire Shared Library by entering Master as the
application name.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
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You can create an import file from Consolidation (Financial Management), Planning, and
Generic application types. This can be useful for transferring Performance Management
Architect applications from one environment to another (for example, from a
development environment to a testing environment) without using Lifecycle
Management.
To create an import file from a Performance Management Architect
application:
1. Select Start, then Programs, then Oracle EPM System, then Foundation Services, then
Performance Management Architect, and then Start EPMA File Generator.
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Appendix B
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Appendix B
Enter the name of the Excel file and then click Execute to launch Excel and
create or edit dimensions and members.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
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You can create an import file from a Microsoft Excel file. In the Excel file, you can create
new dimensions and edit dimension and member properties. You can also define aliases
and dimension hierarchies, and set dimension associations in the Excel file.
You must enter languages in the Alias sheet before creating dimensions in the workbook
because the utility automatically creates extra columns in the dimension sheet. This way,
you can enter the aliases for members in the same row. If you add languages after
creating dimensions, you must manually add extra columns for member aliases.
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Appendix B
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3. Enter the path and file name of the Excel file that you want to create.
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NOTE: You must enable macros when you open the file.
The Excel workbook is created with two existing sheets: Alias and
Dimension Association. For each workbook, there can be only
one sheet for Alias and one sheet for Dimension Association.
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Appendix B
TIP: In Excel 2007, you may need to click Add-Ins to access EPMA Utilities.
8. Select one or more application types for which you want to create dimensions.
Selecting the application type determines what member
properties are displayed in the columns of the dimension sheet. If
you select Consolidation, only member properties from the
consolidation category are displayed. If you select all application
types, all member properties from all categories are displayed.
9. Select the dimensions that you want to create.
10. Click Create.
For each dimension that you create, a sheet is added to the Excel
workbook. For each dimension sheet, column headers in Row 1 of
the sheet are dimension properties. Column headers in Row 4 of
the sheet are member properties.
11. Enter dimension members and member properties for each dimension. Enter
dimension members in the parent and name columns. For the top-level member of a
dimension, enter #root in the parent column.
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13. In the Target Dimension column, select the cell and, from the drop-down list, select
the dimension.
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17. Click Save Flat File to save the file in ADS format.
To delete dimensions:
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4. Click Delete.
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Appendix B
Summary
In this lesson, you should have learned to:
Describe Performance Management Architect File Generator
Create an import file from Planning applications
Create an import file from Performance Management Architect
applications
Create an import file from Microsoft Excel files
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Appendix B
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