Oracle® Enterprise Performance Management System

Rapid Deployment of Oracle Essbase in Development Environments

Release 11.1.2.2


Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS:

Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.


Table of Contents:

About This Document

Deployment Requirements

Deployment Process

Step 1: Downloading Installation Files

Step 2: Installing and Configuring Oracle Database Express Edition

Step 3: Installing and Configuring EPM System

About This Document

This document presents the recommended steps to build a typical Oracle Essbase development environment on a single server running Microsoft Windows. A typical Essbase development environment comprises the following products:

  • Oracle Essbase

  • Oracle Essbase Studio

  • Oracle Hyperion Smart View for Office

  • Oracle Essbase Administration Services

  • Required products including Oracle Database, Oracle WebLogic Server, and Oracle HTTP Server

Deployment Requirements

Server

Table 1. Server Requirements

RequirementDescription
Server Operating SystemWindows 2008 R2 x64
ProcessorQuad core
Memory16 GB RAM
Disk200 GB Disk
Other Software
  • A program, such as 7-Zip or WinZip, to extract the contents of media packs.

  • .NET Framework 3.5.1 and Microsoft Office (Office 2010 or later ) to support Smart View

User Account

Use a local Windows user account, for example, epmrapid_user, that satisfies these requirements. This account is referred to as the deployment account in this document:

  • The deployment account is a member of the Administrators group on the server.

  • The following local security policies are assigned to the deployment account either directly or by granting them to the Administrators group:

    • Act as part of the operating system

    • Bypass traverse checking

    • Log on as a batch job

    • Log on as a service

  • User account control is disabled for the deployment account.

The password that you select for this account will be used as the password for Oracle Database Administrator, Oracle Database User, WebLogic Administrator, and EPM Administrator. This password is referred to as the deployment password throughout this document.

The deployment password must conform to the following guidelines:

  • Contain at least one uppercase letter

  • Contain at least one numeral

  • Be at least eight characters long

  • Contain no special characters

An example of an acceptable deployment password is 1Rapidepm.

Verifying Local Security Policy Assignments

  To verify that local security policies are assigned to the deployment account:

  1. Log on to the server using the deployment account.

  2. On the server, click Start, then Administrative Tools, and then Local Security Policy.

  3. In Local Security Policy, expand Local Policies, and then select User Rights Assignment.

  4. Verify that the security setting for the policies highlighted in the following illustration includes the Administrators group. Double-click the security setting of the policy to view its assignments.

    Local security policies required for deployment user

Disabling User Account Control

  To turn off user account control:

  1. Log on to the server using the deployment account.

  2. On the server, click Start, and then Control Panel.

  3. In Control Panel, click User Accounts, and then User Accounts.

  4. In Make Changes to User Accounts, click Change User Account Control settings.

  5. Drag the user account control slider to Never Notify.

    User Account Control Settings screen
  6. Click OK.

Server Name

You need to know your server name to complete the deployment process. You can determine the name of your server by entering hostname in a command prompt. The name of your server is referred to as the HostName throughout this document.

Deployment Process

The deployment process involves the following steps and takes approximately three hours:

Step 1: Downloading Installation Files

  To download media packs from Oracle E-Delivery website:

  1. Create two folders named EPM_rapid_downloads and EPM_rapid_unzipped on your server. The file path should not contain spaces.

  2. Download Oracle Database 11.2 Express Edition for Windows x32 into EPM_rapid_downloads.

    1. Using a browser, go to http://www.oracle.com/technetwork/database/express-edition/downloads/index.html.

    2. Select Accept License Agreement.

    3. Click Oracle Database Express Edition 11g Release 2 for Windows x32.

    4. In Sign In, enter your user name and password, and then click Sign In.

    5. Save OracleXE112_Win32.zip into EPM_rapid_downloads.

  3. Download Oracle Enterprise Performance Management System part numbers into EPM_rapid_downloads.

    1. Using a browser, connect to http://edelivery.oracle.com.

    2. On Oracle Software Delivery Cloud, click Sign In/Register.

    3. In Sign In, enter your Oracle Software Delivery Cloud user name and password, and then click Sign In.

    4. On Terms & Restrictions, read and accept the Trial License and Export Restrictions agreements, and then click Continue.

      Oracle eDelivery Terms and Restrictions screen showing the license agreement.
    5. On Media Pack Search, complete these steps:

      1. In Select a Product Pack, select Oracle Enterprise Performance Management System.

      2. In Platform, select Microsoft Windows X64 (64-bit).

      3. Click Go.

      4. From Results, select Oracle Enterprise Performance Management (11.1.2.2.0) Media Pack for Microsoft Windows x64 (64-bit).

      5. Click Continue.

        Media Pack Search screen showing the option to select Oracle Enterprise Performance Management (11.1.2.1.0) Media Pack for Microsoft Windows x64 (64-bit).
    6. Download the following part number archives to EPM_rapid_downloads.

      • EPM System 11.1.2.2.0 for Microsoft Windows x64 (64-bit) (Part 1)

      • EPM System 11.1.2.2.0 for Microsoft Windows x64 (64-bit) (Part 2)

      • EPM System 11.1.2.2.0 for Microsoft Windows x64 (64-bit) (Part 3)

      • EPM System 11.1.2.2.0 for Microsoft Windows x64 (64-bit) (Part 4)

      • EPM System 11.1.2.2.0 for Microsoft Windows x64 (64-bit) (Part 6)

      • EPM System Release 11.1.2.2.0 Client Installers for Microsoft Windows

  4. Using a program, for example 7-Zip, extract the contents of the downloaded Oracle Database and EPM System product media packs into EPM_rapid_unzipped.

    You will be warned about overwriting some existing files. Select Yes.

    Contents of EPM_rapid_unzipped folder after all media packs are extracted

Step 2: Installing and Configuring Oracle Database Express Edition

  To install and configure Oracle Database:

  1. Using Windows Explorer, navigate to EPM_rapid_unzipped/DISK1, and then double-click setup.exe to launch the installer.

  2. In Welcome, click Next.

  3. In License Agreement, select I accept the terms in the license agreement, and then click Next.

    License Agreement sreen
  4. In Choose Destination Location, click Next.

    Choose Destination Location screen
  5. In Specify Database Passwords, enter the deployment password in Enter Password and Confirm Password, and then click Next.

    Specify Database Passwords screen
  6. In Summary, click Install.

    Summary screen
  7. If the following error is displayed, click OK.

    Error screen
  8. In InstallShield Wizard Complete, click Finish.

  9. Create database user epmrapid_user.

    1. Access the database as SYSDBA.

      1. Select Start, then All Programs, then Oracle Database 11g Express Edition, and then Run SQLCommand Line.

      2. In Run SQLCommand Line console, enter the following:

        connect SYS as SYSDBA
      3. Enter the deployment password when prompted.

        Run SQL Command Line screen
    2. Enter the following command to create epmrapid_user. Remember to replace DEPLOYMENT_PWD with your deployment password:

      create user EPMRAPID_USER identified by "DEPLOYMENT_PWD";
    3. Grant CONNECT and RESOURCE roles, and CREATE SESSION and CREATE VIEW privileges to epmrapid_user by entering the following command:

      grant RESOURCE,CONNECT,CREATE SESSION,CREATE VIEW to EPMRAPID_USER;
      Run SQL Command Line screen with commands for creating user

Step 3: Installing and Configuring EPM System

This process takes approximately 50 minutes.

  To install EPM System files:

  1. In Windows Explorer, navigate to the EPM_rapid_unzipped folder, and double-click installTool.cmd.

  2. In EPM System Installer, select a language, and click OK.

    EPM System Installer showing the option to select a language.
  3. In Welcome, verify that your system has passed all prerequisite checks, and then click Next.

    EPM System Installer Welcome screen.
  4. In Destination, click Next.

    EPM System Installer showing the default Middleware Home location.
  5. In Installation Type, click Next.

    Installation Type screen showing Choose components individually selection for a new installation.
  6. In Product Selection, complete these steps:

    1. In Product Selection, remove the selection (uncheck) from Uncheck All, and then select the following components to install.

      • The following Foundation Components under Foundation Services:

        • Foundation Services Web Applications

        • Static Content Files

        • WebLogic Application Server

      • The following Essbase components:

        • Essbase Administration Services Web Application

        • Essbase Studio Server

        • Essbase Server

        Product Selection screen showing the EPM components required for the rapid deployment of EPM System Essbase domain.
    2. Click Next.

  7. In Confirmation, click Next.

  8. In Progress, monitor the installation status.

  9. In Summary, click Configure.

    EPM System Installer Summary screen showing a successful installation.
  10. In Oracle Instance, click Next to use the default values to create an EPM Oracle instance.

    Oracle Instance configuration screen showing default values.
  11. In the database configuration screen, enter the following information, and then click Next. Use default values for all remaining fields and selections.

    • Service Name or SID––Enter XE.

    • User Name––Enter epmrapid_user.

    • Password––Enter the deployment password.

    EPM database configuration screen.
  12. In component configuration, click Next to configure the selected products.

    Configure screen showing an expanded list of preselected products.
  13. In Configure Common Settings, click Next to use the default values.

    EPM System Common Settings showing the default values.
  14. In Configure Database, click Next.

    Screen showing database configuration for the selected products.
  15. In Deploy to Application Server - Specify WebLogic Domain Information, enter the following values, and then click Next. Use the default values in the remaining fields.

    • Administrator Password––Enter the deployment password.

    • Confirm Administrator Password––Reenter the deployment password.

    Screen showing information on the WebLogic domain to which the web applications are to be deployed.
  16. In Deploy to Application Server: Oracle WebLogic, click Next to use the default selections.

    Screen listing the web applications that will be deployed to the WebLogic domain.
  17. In Essbase Studio – location for sample and customer data source text files, click Next to use the default values.

    Configure Reporting and Analysis Framework Services screen showing the default values.
  18. In Configure Essbase Server, select a language in Set the language to be used by Essbase (ESSLANG), and then click Next.

    Screen showing the default Essbase Server configuration values.
  19. In Configure Web Server, click Next to use the default values.

    Screen showing the default values for configuring the web server.
  20. In Oracle Configuration Manager Registration, uncheck I wish to receive security updates via my Oracle Support, and then select Next.

    Oracle Configuration Manager Registration screen.
  21. In Email Address Not Specified, click Yes.

  22. In Set Shared Services Admin User and Password, enter the deployment password in Password and Re-type Password, and then click Next.

    Set Shared Services Admin User Password screen.
  23. In Confirmation, click Next to initiate the deployment process.

    The deployment process takes approximately 20 minutes.

    EPM System Installer Confirmation screen
  24. In Summary, click Finish.

    EPM System Configurator screen showing a successful configuration.
  25. Install Essbase Studio Console:

    1. Using Windows Explorer, navigate to epm_rapid_unzipped/EssbaseStudio.

    2. Double-click EssbaseStudioConsole.exe.

    3. In the Installation Wizard, select a language, and then click OK.

      Essbase Studio Installation wizard language selection screen
    4. Click Next on all installation wizard screens.

    5. In Ready to Install the Program, click Install.

    6. In InstallShield Wizard Completed, click Finish.

  26. Start EPM System services. On your server, select Start, then All Programs, then Oracle EPM System, then Foundation Services, and then Start EPM System.

  27. Confirm that processes are running by viewing Windows services.

    1. On your server, select Start, and then Run.

    2. In Open, type services.msc, and then click OK.

    3. In Services, verify that the Hyperion and Oracle services startup status match those indicated in the following screen shot:

      Services screen confirming that the services are started.
  28. Install Oracle Hyperion Smart View for Office.

    1. Using Windows Explorer, navigate to epm_rapid_unzipped/SmartView.

    2. If you have Microsoft Office 2010, 32 bit version installed, double-click SmartView.exe. If you have Microsoft Office 2010, 64 bit version installed, SmartView-64.exe.

    3. In the Installation Wizard, select a language, and then click OK.

      SmartView Installation wizard language selection screen
    4. Click Next on all installation wizard screens.

    5. In Ready to Install the Program, click Install.

    6. In InstallShield Wizard Completed, click Finish.

  29. Verify that Essbase Domain components are running. Select Start, then All Programs, then Oracle EPM System, then Foundation Services, then epmsystem1, and then EPM System Diagnostic.

    Oracle Enterprise Performance Management System runs diagnostic scripts. Diagnostic Test results are displayed in your browser.

  30. Review the diagnostics report and verify that all deployed products have passed the tests.

    A partial EPM System diagnostics report.
  31. Verify that you can access Oracle Hyperion Enterprise Performance Management Workspace.

    1. Select Start, then All Programs, then Oracle EPM System, then Workspace, and then Workspace URL.

    2. On the Logon screen, enter:

      • User Name—Enter admin.

      • Password—Enter the deployment password.

    3. Click Log On.

  32. Verify that you can access Oracle Essbase Studio Console.

    1. Select Start, then All Programs, then Oracle EPM System, then Essbase, then Essbase Studio, and then Essbase Studio Console.

    2. On the Logon screen, enter the following information, and then select OK.

      • Server—Enter HostName.

      • User Name—Enter admin.

      • Password—Enter the deployment password.

      The default Essbase Studio Console.
  33. Verify that you can access Administration Services Console.

    1. Go to http://HostName:9000/easconsole/console.html.

    2. In Locale country, select a locale.

    3. Click Launch to download Administration Services Console.

    4. Click Run to start Administration Services Console.

    5. On the Logon screen, enter the following information, and then click OK.

      • User Name—Enter admin.

      • Password—Enter the deployment password.

      Essbase Administration Services Login screen.

      Oracle Essbase Administration Services Console opens.