11G-Hyperion-EPM Install Procedures

I took some time to get familiar with Oracle’s 11G and EPM solution in my lab. EPM is a large software suite and is useful for enterprises that are looking for management dashboards and end to end visibility.

11G/Hyperion/EPM Install Procedures

  • Install 2008 R2 64 virtual machine
    • Get VMWare ESXi running
    • Upload Server 2008 R2 Standard ISO to your Datastore
    • Create new virtual machine -> Typical
    • Name VM (EPMTest1)
    • Choose your datastore (datastore1)
    • Guest OS: Server2008R2 64
    • Use 1 NIC – type: VMXNET3
    • Virtual disk size: at least 100GB – Thick Provisioned Lazy Zeroed
    • (Edit VM settings before creation of VM -> Continue
    • Under VM Properties:
      • Change CPU and Memory as needed.
      • For CD/DVD drive, use Datastore ISO file and browse to Server 2008 .ISO file, connect at power on.
      • Under Options Tab, Advanced -> Boot Options -> Change Power on Boot Delay to 5000 ms.
      • Under Advanced -> Memory Hot Add -> Enabled memory hot add
      • Ok
    • Right-click on EPMTest1 VM and choose open console
    • Start vm and boot to iso/cd
    • choose default language
    • Install Now
    • Select Windows Server 2008 R2 Standard Full Install
    • Choose Custom installation
    • Select your virtual disk -> next
    • Files will copy/expand/install
    • vm will reboot several times
    • Change Administrator pw to ???????
    • Once at desktop, check for network adapters. If unknown device exists, from vSphere Client, install VMWare tools.
    • Ensure VM is online and can reach network resources
    • Update OS with MS Updates
    • Activate Server 2008
    • Run script to install Roles (open powershell and paste in following command): ServerManagerCmd -Install Application-Server AS-Web-Support Web-Server Web-ASP Web-CGI Web-Mgmt-Service Web-Mgmt-Compat Web-Metabase Web-WMI Web-Lgcy-Scripting Web-Lgcy-Mgmt-Console
    • Backup your VM prior to installing Oracle software (ghettovbs script does ok job and instructions are at: http://www.youtube.com/watch?v=fJmqrMAXQAg – scripts download located at https://github.com/lamw/ghettoVCB
    • Install JRE
    • Download 2 zip files – Oracle Client Runtime 11.2.0.1 from http://www.oracle.com/technetwork/database/enterprise-edition/downloads/112010-win32soft-098987.html –
    • Install Oracle Client Runtime/database 11g 11.2.0.1
      • Installation Instructions:
      • Create new folder c:admin
      • Create new folder c:adminepm_downloads
      • Create new folder c:adminepm_unzipped
      • you need to extract Database 11g zip files into exact same dir as file1. It cannot be in a separate dir. Extract to c:adminepm_unzipped
      • Install Oracle Database 11g – run c:adminepm_unzippeddatabasesetup
      • Enter Oracle Account info
      • Enter proxy info (?) or Check I do not want to be informed of critical updates
      • Install db software only
      • Single instance
      • english, next
      • standard edition one
      • Location c:appOracle
      • Finish
      • Installation Successful – Close
    • Install and configure MS Office 2010
      • In addition to the requirements listed in the previous sections, CLIENTHOST1 requires the following installations: Microsoft Office 2010 Microsoft Word, Excel, and PowerPoint must have the following characteristics:
      • Be registered in the server’s registry for printing
      • Be available to the “SYSTEM” account
      • Have access to, and be able to print from the printers installed by Financial Reporting (HRPrinter1-5). The SYSTEM account issues all print requests, so it is important that the applications can print using the Print Server’s printers.
      • A supported 32-bit version of GhostScript. http://www.ghostscript.com/download/gsdnld.html GPL 32bit – download and install
      • Disable the following on CLIENTHOST1 to support Financial Reporting Print Server:
        • Disable:
        • All add-ins (including EPM System add-ins) from all Microsoft Office applications to enhance application launch time and reduce system resource consumption. If add-ins are present, they may display UI components that require user input.
        • • SmartTags (Office 2002+) to enhance performance.
        • • Microsoft Office Assistant which prompts the user for input and may halt printing.
    • On Local PC – Create User DeployEPM -> Add DeployEPM to local Administrators Group
    • On server, open Local Security Policy, drill down to Local Policy -> User Rights Assignment
    • Add DeployEPM account to following policies
      • • Act as part of the operating system
      • • Bypass traverse checking
      • • Log on as a batch job
      • • Log on as a service
    • Create Shared Filesystem on NAS/SAN (jason-nas1EPM_Shared)
    • Map Network Drive Z: to jason-nas1EPM_Shared
    • Check hostnames, check clock synchronizations
    • Set up Oracle Database
      • Create an Oracle 11g database with AL32UTF8 character set encoding and set these database parameters:
        • NLS_LENGTH_SEMANTICS to CHAR * could not find these settings
        • CURSOR_SHARING to FORCED *could not find these settings
        • Open Database Configuration Assistant -> Create a database -> General Purpose -> Global DB Name: Test11gDB1.EPMTest1 SID: Test11gDB1
        • Uncheck Configure Enterprise Manager
        • Use Same Admin pw for all accounts SYS and SYSTEM
        • Use DB File locations from template
        • Character Sets – Use AL32UTF8 -> Next ->Next->Finish (Create DB)
        • Once DB has been created, open Start->Programs->Admin Assistant For Windows, and browse to new DB
        • Create the following database (and local server/domain/user) accounts:
        • • One user for EPM System Repository
        • • One user for Financial Management data repository
        • • One user for a Planning data repository
        • Each Planning application requires a separate database account. Before creating a new Planning application, you must create a new database user for it.
        • Set table temp space if necessary
        • Setup Firewall ports if necessary
        • EPM_Install_Progress2
    • Download EPM software from https://edelivery.oracle.com
      • Download 11.1.2.1.0 media pack
      • Download the following zip files:
        • 05/05/2013  10:52 AM     1,831,124,877 V25459-01.zip
        • 05/05/2013  11:25 AM        51,317,271 V25460-01.zip
        • 05/05/2013  11:36 AM     1,090,549,336 V25461-01.zip
        • 05/05/2013  11:28 AM         5,556,028 V25462-01.zip
        • 05/05/2013  11:29 AM        28,348,437 V25463-01.zip
        • 05/05/2013  07:19 PM       389,282,485 V25464-01.zip
        • 05/05/2013  07:21 PM        96,713,567 V25468-01.zip
        • 05/05/2013  07:41 PM        88,759,524 V25469-01.zip
        • 05/05/2013  07:22 PM       143,329,315 V25470-01.zip
        • 05/05/2013  07:23 PM        13,426,437 V25475-01.zip
        • 05/05/2013  07:37 PM       199,685,657 V25476-01.zip
        • 05/05/2013  07:24 PM       121,862,788 V25477-01.zip
        • 05/05/2013  07:39 PM       102,999,780 V25479-01.zip
        • 05/05/2013  07:41 PM        70,810,195 V25487-01.zip
        • 05/05/2013  07:35 PM     1,488,695,147 V25494-01.zip
        • 05/05/2013  10:05 AM       269,705,265 V25495-01.zip
        • 05/05/2013  10:21 AM     1,094,215,607 V25496-01.zip
        • 05/05/2013  10:30 AM     1,317,755,597 V25497-01.zip
        • 05/05/2013  10:33 AM     1,168,889,472 V25498-01.zip
        • 05/05/2013  10:47 AM     1,499,139,033 V25499-01.zip
        • 05/05/2013  07:20 PM        93,168,097 V25500-01.zip
    • Install and Configure Foundation Services
      • Ready files for installation
      • Create folder EPM_Unzipped
      • Unzip all files into the same EPM_Unzipped folder
      • On FNDHost1 (in this case, EPMTest1), log in as an administrator
      • From Z:EPM_Unzipped run InstallTool.cmd
      • Run installer – > Check that Prerequisites have been met – ok
      • Enter Default Location of middleware home c:OracleMiddleware
      • Select components individually
      • Install the following components:
        • • Foundation Services
        • • Essbase — Administration Services Web Application
        • • Essbase — Provider Services Web Application
        • • Reporting and Analysis
        • • Planning
        • • Financial Close Management (Assembly missing) @followup
        • • Disclosure Management (Assembly missing) @followup
        • Financial Management — Financial Management Web Service (ADM Driver under Financial Management is selected by default)
        • • Profitability and Cost Management (Assembly missing) @followup
        • Unselect: Essbase — Essbase (Essbase Server is selected by default when you select Planning)
        • Hit Next to Confirm, Next to install
        • Download and apply patch 12552933 from http://support.oracle.com (unable to locate patch, need Support Identifier) @followup
    • Run EPM Configuration -> Start -> Programs -> Oracle EPM System -> Foundation Services -> EPM System Configurator
    • If cannot connect to database – “Connection Refused”, try installing loopback adapter and open Command Prompt and run netca. Install a new Listener on default port 1521. Then go back and run Database Configuration Assistant. After configuration has succeeded make note of location of encryption key, in this case it’s c:/app/oracle/product/11.2.0/dbhome_1/servername_dbname/sysman/config/emkey.ora. Also make note of Database Control URL: https://WIN-9ANJ6AA1428:1158/em
At this point, I had significant problems trying to configure the installation with the System Configurator. Ultimately the resolution was to ensure I had the correct credentials for the installer to run normally.
EPMSetup
I completed the configuration according to my environment and the setup completed successfully. After restarting the default websites, they wouldn’t display with a 404 message. I had to re-run the EPM Configuration and installed the default websites components. Starting up the EPM Services can take some time on a box with 8GB of RAM but eventually the services started and the sites came up and I was able to log into the Shared Services console and Workspace successfully. ScreenShot003
My next steps are to import some test data, create some applications, dashboards, and build some views.

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