Oracle® Enterprise Performance Management System

Rapid Deployment of Oracle Hyperion Planning in Development Environments

Release 11.1.2.2


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

Authors: EPM Information Development Team

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Table of Contents:

About This Document

Deployment Requirements

Deployment Process

Step 1: Downloading Installation Files

Step 2: Installing and Configuring the Database

Step 3: Installing and Configuring EPM System

About This Document

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

  • Planning

  • Oracle Hyperion Calculation Manager

  • Oracle Essbase

  • Oracle Hyperion Financial Reporting

  • Oracle Hyperion Smart View for Office

  • Required products including Oracle Database, and Oracle WebLogic 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) to support Smart View

User Account

Use a generic Windows user account, for example, epmrapid_user, that satisfies the following requirements. This account is referred to as deployment account throughout this document:

  • The deployment account is a member of the Administrators group on the server on which you are deploying this domain.

  • The following local security policies are assigned to the deployment account. By default, these policies are granted to members of 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, and 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 screen shot include the Administrators group. Double-click the security setting of the policy to view its properties and 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.

  4. In 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

This section explains how to download Oracle 11g Database (Version 11.2.0.1.0) and Oracle Enterprise Performance Management System product media packs and get them ready. You can download media packs simultaneously. Using a T1 connection, downloading media packs takes approximately 65 minutes.

  To download media packs from Oracle Software Delivery Cloud:

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

  2. Using a browser, go to http://edelivery.oracle.com.

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

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

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

    Oracle Software Delivery Cloud Terms and Restrictions screen showing the license agreement.
  6. Download part numbers to install Oracle Database 11g.

    1. In Media Pack Search, search for Oracle Database product pack for Microsoft Windows x64 (64-bit), and then select Go.

    2. In the Results section, select Oracle Database 11g Release 2 (11.2.0.1.0) Media Pack for Microsoft Windows x64 (64-bit), and then click Continue.

      Media Pack Search screen showing the option to select Oracle DB 11gR2 (11.2.0.1.0) product pack for Microsoft Windows x64 (64-bit).
    3. Download the following part numbers to EPM_rapid_downloads.

      Table 2. Database Part Numbers to Download

      Part NumberName
      V20610-01 Part 1 of 2Oracle Database 11g Release 2 (11.2.0.1.0) for Microsoft Windows x64 (64-bit) (Part 1 of 2)
      V20610-01 Part 2 of 2Oracle Database 11g Release 2 (11.2.0.1.0) for Microsoft Windows x64 (64-bit) (Part 2 of 2)
      Oracle Software Delivery Cloud screen showing the options to download database installer part numbers.
  7. Download part numbers to install EPM System Planning domain.

    1. From the browser, navigate back to Media Pack Search.

    2. In Media Pack Search, search for Oracle Enterprise Performance Management System for Microsoft Windows x64 (64-bit) platform, and then click Go to start the search.

    3. In Results, select Oracle Enterprise Performance Management (11.1.2.2.0) Media Pack for Microsoft Windows x64 (64-bit), and then click Continue.

      Media Pack Search screen showing the option to select Oracle Enterprise Performance Management (11.1.2.2.0) Media Pack for Microsoft Windows x64 (64-bit).
    4. 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 5)

      • 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

  8. 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 files. Select Yes.

    Contents of EPM_rapid_unzipped folder after all media packs are extracted

Step 2: Installing and Configuring the Database

  To install and configure Oracle Database:

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

  2. In Configure Security Updates, clear I wish to receive security updates via My Oracle Support, and then click Next.

    A warning that you did not provide an email address is displayed.

    Configure Security Updates screen.
  3. In Email Address Not Specified, click Yes.

  4. In Select Installation Option, ensure that Create and configure a database is selected, and then click Next.

    Select Installation Option screen showing the Create and Configure a Database option.
  5. In System Class, select Server Class, and then click Next.

    System Class dialog box showing the Desktop Class option.
  6. In Grid Installation Options, select Single instance database installation, and then click Next.

    Grid Installation Options screen.
  7. In Select Install Type, ensure that Typical install is selected, and then click Next.

    Select Install Type screen.
  8. In Typical Install Configuration, enter the following information. Keep default values for all other fields. Click Next when you are done.

    • Database Edition—Select Standard Edition One(3.29 GB).

    • Global Database Name—Set to epmrapid.

    • Administrative Password—Enter the deployment password.

    • Confirm Password—Reenter the deployment password.

    Typical Install Configuration screen.
  9. In Summary, click Finish.

    Summary screen displaying the database installation options that you selected.
  10. In Install Product, click Finish.

    Install Product screen displaying database installation status.
  11. After completing the installation process, the installer runs the Database Configuration Assistant.

    Database Configuration Assistant
  12. In Database Configuration Assistant summary, click OK.

  13. In Oracle Database 11g Release 2 Installer, click Close.

  14. Create database user epmrapid_user, who will use default table space, and update database parameter values.

    1. On your server, select Start, then All Programs, then Oracle – OraDb 11g_home1, then Application Development, and then SQL Plus.

    2. For Enter user name, enter SYS as SYSDBA.

    3. For Password, enter the deployment password.

    4. Create a database user named epmrapid_user, and assign roles and privileges.

      1. Execute the following statement. Remember to replace DEPLOYMENT_PWD with your deployment password:

        create user EPMRAPID_USER identified by "DEPLOYMENT_PWD";
      2. 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;
        SQL Plus command execution window for creating database user.

Step 3: Installing and Configuring EPM System

This process takes approximately 90 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 then 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, ensure that New installation is selected, and then select Next.

    Installation Type screen showing selection for a new installation.
  6. In Product Selection, clear (uncheck) Uncheck all.

    1. Select the following Foundation Services components:

      • Foundation Components

      • Calculation Manager

    2. Select the following Essbase components:

      • Essbase Administration Services Web Application

      • Essbase Server

    3. Select the following Reporting and Analysis components:

      • Framework

      • Financial Reporting.

    4. Select Planning.

    5. Click Next.

    Product Selection screen showing the EPM components required for the rapid deployment of EPM System Planning domain.
  7. In Confirmation, click Next.

  8. In Progress, monitor the installation status.

  9. In Summary, click Configure.

    Hyperion 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 epmrapid.

    • User Name––Enter epmrapid_user.

    • Password––Enter the deployment password.

    EPM database configuration screen.
  12. In the component configuration screen, click Next.

    Configure screen showing an expanded list of preselected products.
  13. In Configure Common Settings, click Next.

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

    Screen showing database configuration for the selected products.
  15. In Configure Reporting and Analysis Framework Services, click Next.

    Configure Reporting and Analysis Framework Services screen showing the default values.
  16. 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.
  17. In Deploy to Application Server: Oracle WebLogic, click Next.

    Screen listing the web applications that will be deployed to the WebLogic domain.
  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 Financial Reporting – Configure RMI Ports, click Next to use the default values.

    Screen showing the default values for configuring RMI ports for Financial Reporting.
  20. In Configure Web Server, click Next to use the default values.

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

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

  23. 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.
  24. In Confirmation, click Next to initiate the deployment process.

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

    EPM System Configurator screen showing a successful configuration.
  26. Install Oracle Essbase Administration Services.

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

    2. Double-click EASConsole.exe.

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

      Essbase Client Installation wizard language selection screen
    4. Click Next in all installation wizard screens.

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

    6. In InstallShield Wizard Completed, click Finish.

  27. Install Financial Reporting Studio.

    These steps install the client components for Financial Reporting Studio.

    1. In Windows Explorer, navigate to EPM_rapid_unzipped\FinancialReportingStudio, and double-click FinancialReportingStudio.exe.

    2. In Choose Setup Language, select a language, and click OK.

      Financial Reporting Studio Installer showing the option to select a language.
    3. Click Next in all installer wizard screens.

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

    5. In InstallShield Wizard Completed, click Finish.

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

    This process takes approximately 15 minutes.

  29. 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 startup status of Hyperion and Oracle services matches those indicated in the following screen shot:

      Services screen confirming that the services are started.
  30. 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 in all installation wizard screens.

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

    6. In InstallShield Wizard Completed, click Finish.

  31. 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.

  32. Review the diagnostics report and verify that all deployed products have passed the tests. You can ignore Interactive Reporting diagnostic checks that indicate failure, because Interactive Reporting is not part of the deployment.

    A partial EPM System diagnostics report.
  33. Verify that you can access Financial Reporting Studio.

    1. Select Start, then All Programs, then Oracle, then Financial Reporting Studio, and then Financial Reporting Studio.

    2. On Logon, enter the following information, and then select OK to open Financial Reporting Studio.

      • User Name—Enter admin.

      • Password—Enter the deployment password.

      • Server URL—Enter http://HostName:9000. Replace HostName with the name of your server.

      The default Financial Reporting Studio screen.
  34. Verify that you can access Oracle Hyperion Enterprise Performance Management Workspace, and Planning Administration Wizard.

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

    2. On Logon, enter:

      • User Name—Enter admin.

      • Password—Enter the deployment password.

    3. Click Log On.

      Default EPM Workspace home page of Shared Services Administrator.
    4. Select Navigate, then Administer, and then Planning Administration.

      Click OK if a warning about compatibility settings is displayed.

      The Classic Application Wizard is displayed. This wizard is used for creating Classic Oracle Hyperion Planning, applications.

      The Classic Application Wizard that is used to create Classic Planning applications.
  35. Verify that you can access Administration Services Console.

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

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

      • Administration Server—Enter HostName:9000.

      • User Name—Enter admin.

      • Password—Enter the deployment password.

      Essbase Administration Services Login screen.

      Oracle Essbase Administration Services Console opens.