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Oracle® Fusion Applications Customer Relationship Management Enterprise Deployment Guide
11
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Release 1 (11.1.3)
Part Number E16684-09
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New in This Guide for Release 11.1.3
Documentation Changes for Release 11.1.3
1
Enterprise Deployment Overview
1.1
What is an Enterprise Deployment?
1.2
About Oracle Fusion Applications
1.3
Benefits of Oracle Recommendations
1.3.1
Built-in Security
1.3.2
High Availability
1.4
Terminology
2
Introduction to the Enterprise Deployment Reference Topologies
2.1
Overview of Reference Enterprise Deployment Topologies
2.1.1
Overall Reference Enterprise Deployment Topology
2.1.2
Reference Topologies Documented in the Guide
2.1.2.1
Oracle Fusion Customer Relationship Management Domain
2.1.2.2
Oracle Fusion Common Domain
2.1.2.3
Oracle Fusion Human Capital Management Domain
2.1.2.4
Oracle Fusion Supply Chain Management Domain
2.1.2.5
Oracle Fusion Financials Domain
2.1.2.6
Oracle Fusion Incentive Compensation Domain
2.1.2.7
Oracle Business Intelligence Domain
2.1.3
About the Web Tier Nodes
2.1.3.1
Load Balancer Requirements
2.1.4
About the Application Tier
2.1.5
About the Data Tier
2.2
Hardware Requirements
2.3
Installation Prerequisite
2.4
Implementing the Topology
3
Preparing the Network for an Enterprise Deployment
3.1
External Virtual Server Names
3.2
Internal Virtual IPs
3.3
Load Balancer Configuration
3.4
Reference Enterprise Deployment Directory Structure
3.4.1
Directory Structure
3.4.2
Binary Directory Structure
3.4.3
Domain Configuration Directory Structure
3.5
Shared Storage
3.5.1
Shared Storage for Oracle Business Intelligence
3.6
IPs and Virtual IPs
3.7
Firewalls and Ports
3.8
Clock Synchronization
4
Preparing the Database for an Enterprise Deployment
4.1
Understanding the Database in the Enterprise Deployment Topology
4.2
Setting Up the Database
4.2.1
Database Host Requirements
4.2.2
Supported Database Versions
4.2.3
Minimum Database Configuration Parameters
4.3
Creating and Starting the Database Services
4.3.1
Updating the Kernel Parameters
4.4
Loading the Oracle Fusion Applications Repository into the Oracle RAC Database
4.5
Backing Up the Database
5
Using the Provisioning Process to Install Components for an Enterprise Deployment
5.1
Understanding Provisioning
5.2
Prerequisites for Using the Provisioning Process
5.3
Installing Components
5.3.1
Creating the Installation Environment
5.3.1.1
Downloading the Provisioning Repository
5.3.1.2
Installing the Provisioning Framework Bits
5.3.2
Creating a New Provisioning Response File
5.3.2.1
Installation Options Screen
5.3.2.2
Specify Security Updates Screen
5.3.2.3
Provisioning Configurations Screen
5.3.2.4
Response File Description Screen
5.3.2.5
Installation Location Screen
5.3.2.6
System Port Allocation Screen
5.3.2.7
Database Configuration Screen
5.3.2.8
Schema Passwords Screen
5.3.2.9
ODI Password Configuration Screen
5.3.2.10
Domain Topology Configuration Screen
5.3.2.11
Web Tier Configuration Screen
5.3.2.12
Virtual Hosts Configuration Screen
5.3.2.13
Load Balancer Configuration Screen
5.3.2.14
Web Proxy Configuration Screen
5.3.2.15
Identity Management Configuration Screen
5.3.2.16
Access and Policy Management Configuration Screen
5.3.2.17
IDM Database Configuration Screen
5.3.2.18
Summary Screen
5.3.3
Running the Provisioning Commands to Install Components
5.4
Configuring Components
5.5
Performing Post-Provisioning Tasks
5.5.1
Validation
5.5.2
Other Tasks
6
Scaling Out Oracle HTTP Server
6.1
Performing the Scaleout
6.2
Wiring Oracle HTTP Server with Load Balancer
6.3
Validating Oracle HTTP Server on WEBHOST2
7
Setting Up Node Manager for an Enterprise Deployment
7.1
Setting Up Node Manager for CRMHOST2
7.2
Creating the Identity Keystore on CRMHOST2
8
Scaling Out the Oracle Fusion Customer Relationship Management Domain
8.1
Overview of the Oracle Fusion Customer Relationship Management Domain
8.2
Prerequisites for Scaling Out the Oracle Fusion Customer Relationship Management Domain
8.3
Adding a New Machine in the Oracle WebLogic Server Console
8.4
Packing and Unpacking the Managed Server Domain Home
8.5
Cloning Managed Servers and Assigning Them to CRMHOST2
8.6
Configuring Data Quality for Scale Out
8.6.1
Obtaining Postal Reference Data and License Keys
8.6.2
Setting Up the Data Quality Engine
8.6.3
Configuring the Data Quality Connector and IIR
8.6.4
Creating a Second Data Quality Server on CRMHOST2
8.7
Oracle HTTP Server Configuration
8.8
Configuring Server Migration for the Managed Servers
8.9
Validating the System
9
Scaling Out the Oracle Fusion Common Domain
9.1
Overview of the Oracle Fusion Common Domain
9.2
Prerequisites for Scaling Out the Oracle Fusion Common Domain
9.3
Adding a New Machine in the Oracle WebLogic Server Console
9.4
Scaling Out Oracle WebCenter Content
9.4.1
Creating a Common Location for the WebCenter Content Managed Servers
9.4.2
Scaling Out the WebCenter Content Inbound Refinery Server
9.5
Packing and Unpacking the Managed Server Domain Home
9.6
Cloning Managed Servers and Assigning Them to CRMHOST2
9.7
Oracle HTTP Server Configuration
9.8
Configuring Server Migration for the Managed Servers
9.9
Validating the System
10
Scaling Out the Oracle Fusion Human Capital Management Domain
10.1
Overview of the Oracle Fusion Human Capital Management Domain
10.2
Prerequisites for Scaling Out the Oracle Fusion Human Capital Management Domain
10.3
Adding a New Machine in the Oracle WebLogic Server Console
10.4
Packing and Unpacking the Managed Server Domain Home
10.5
Cloning Managed Servers and Assigning Them to CRMHOST2
10.6
Oracle HTTP Server Configuration
10.7
Configuring Server Migration for the Managed Servers
10.8
Validating the System
11
Scaling Out the Oracle Fusion Supply Chain Management Domain
11.1
Overview of the Oracle Fusion Supply Chain Management Domain
11.2
Prerequisites for Scaling Out the Oracle Fusion Supply Chain Management Domain
11.3
Adding a New Machine in the Oracle WebLogic Server Console
11.4
Packing and Unpacking the Managed Server Domain Home
11.5
Cloning Managed Servers and Assigning Them to CRMHOST2
11.6
Oracle HTTP Server Configuration
11.7
Configuring Server Migration for the Managed Servers
11.8
Validating the System
12
Scaling Out the Oracle Fusion Financials Domain
12.1
Overview of the Oracle Fusion Financials Domain
12.2
Prerequisites for Scaling Out the Oracle Fusion Financials Domain
12.3
Adding a New Machine in the Oracle WebLogic Server Console
12.4
Packing and Unpacking the Managed Server Domain Home
12.5
Cloning Managed Servers and Assigning Them to CRMHOST2
12.6
Oracle HTTP Server Configuration
12.7
Configuring Server Migration for the Managed Servers
12.8
Validating the System
13
Scaling Out the Oracle Fusion Incentive Compensation Domain
13.1
Overview of the Oracle Fusion Incentive Compensation Domain
13.2
Prerequisites for Scaling Out the Oracle Fusion Incentive Compensation Domain
13.3
Adding a New Machine in the Oracle WebLogic Server Console
13.4
Packing and Unpacking the Managed Server Domain Home
13.5
Cloning Managed Servers and Assigning Them to CRMHOST2
13.6
Oracle HTTP Server Configuration
13.7
Configuring Server Migration for the Managed Servers
13.8
Validating the System
14
Scaling Out the Oracle Business Intelligence Domain
14.1
Overview of the Oracle Business Intelligence Domain
14.2
Prerequisites for Scaling Out the Oracle Business Intelligence Domain
14.3
Starting the Default Node Manager
14.4
Prerequisites for Scaling Out Oracle Business Intelligence on CRMHOST2
14.4.1
Configuring JMS for Oracle BI Publisher
14.4.2
Setting the Listen Address for bi_server1 Managed Server
14.4.3
Updating the FusionVirtualHost_bi.conf Configuration File
14.5
Scaling Out Oracle Business Intelligence Components
14.5.1
Scaling Out the Oracle Business Intelligence System on CRMHOST2
14.5.2
Starting Node Manager in SSL Mode
14.5.3
Scaling Out the System Components
14.5.4
Configuring Secondary Instances of Singleton System Components
14.5.5
Configuring the bi_server2 Managed Server
14.5.5.1
Setting the Listen Address for the bi_server2 Managed Server
14.5.5.2
Configuring Custom Identity and Custom Trust for the bi_server2 Managed Server
14.5.5.3
Disabling Host Name Verification for the bi_server2 Managed Server
14.5.5.4
Adding bi_server2 System Properties to the Server Start Tab
14.5.6
Performing Additional Configuration for Oracle Business Intelligence High Availability
14.5.6.1
Additional Configuration Tasks for Oracle BI Scheduler
14.5.6.2
Additional Configuration Tasks for Oracle Real-Time Decisions
14.5.6.3
Additional Configuration Tasks for Oracle BI Publisher
14.5.6.4
Additional Configuration Tasks for Oracle BI for Microsoft Office
14.5.6.5
Additional Configuration Tasks for Oracle Financial Reporting
14.5.7
Configuring a Default Persistence Store for Transaction Recovery
14.5.8
Starting and Validating Oracle Business Intelligence on CRMHOST2
14.5.8.1
Starting the bi_server2 Managed Server
14.5.8.2
Starting the Oracle Business Intelligence System Components
14.5.8.3
Validating Oracle Business Intelligence URLs
14.5.9
Validating Access Through Oracle HTTP Server
14.5.10
Configuring Node Manager for the Managed Servers
14.5.11
Configuring Server Migration for the Managed Servers
14.6
Configuring Oracle Essbase Clustering
14.6.1
Validating Essbase Clustering
14.7
Validating the System
15
Additional Configuration Procedures for Scaling Out Oracle SOA Suite Server
15.1
Enabling Virtual IPs on CRMHOST1 and CRMHOST2
15.2
Setting the Listen Address for soa_server1
15.3
Setting the Listen Address for soa_server2
15.4
Updating the FusionVirtualHost_crm.conf Configuration File
15.5
Configuring JMS for the Oracle SOA Suite Server
15.6
Configuring Oracle Coherence for Deploying Composites
15.7
Configuring a Default Persistence Store for Transaction Recovery
15.8
Disabling Host Name Verification for the soa_server
n
Managed Servers
15.9
Restarting Node Manager on CRMHOST1
15.10
Starting and Validating soa_server1 on CRMHOST1
15.11
Restarting Node Manager on CRMHOST2
15.12
Starting and Validating soa_server2 on CRMHOST2
16
Configuring Administration Server High Availability
16.1
Enabling Administration Server High Availability
16.1.1
Enabling Administrative Virtual Host on CRMHOST1
16.1.2
Adding a New Machine in the Oracle WebLogic Server Console
16.1.3
Enabling the Administration Server to Listen on the Virtual IP Address
16.2
Oracle HTTP Server Configuration
16.3
Validating the Administration Server
16.4
Manually Failing Over the Administration Server to CRMHOST2
16.4.1
Prerequisites
16.4.2
Performing the Failover
16.5
Failing the Administration Server Back to CRMHOST1
17
Setting Up Server Migration for an Enterprise Deployment
17.1
Prerequisite
17.2
Migrating Oracle Fusion Applications Domains
17.2.1
About Configuring Server Migration
17.2.2
Setting Up a User and Tablespace for the Server Migration Leasing Table
17.2.3
Creating a Multi-Data Source Using the Oracle WebLogic Server Administration Console
17.2.4
Editing Node Manager's Properties File
17.2.5
Setting Environment and Superuser Privileges for the wlsifconfig.sh Script
17.2.6
Configuring Server Migration Targets
17.2.7
Testing the Server Migration
18
Configuring Oracle Business Intelligence Applications
18.1
Introduction to Oracle BI Applications for Oracle Fusion Customer Relationship Management
18.1.1
Topology
18.2
Preparing for an Oracle BI Applications Installation
18.2.1
Creating Databases for Oracle Business Intelligence Applications Components
18.2.2
Running Oracle BI Applications RCU to Create the Oracle BI Applications Schemas for the Data Warehouse
18.2.3
Installing and Configuring Informatica PowerCenter Services
18.2.4
Extending the Oracle Business Intelligence Domain by Deploying Oracle BI Applications Configuration Manager, Functional Setup Manager, and DAC
18.2.4.1
How to Configure DAC, Oracle BI Applications Configuration Manager, and Functional Setup Manager
18.2.4.2
Configuring Data Warehouse Administration Console for High Availability
18.3
Performing Additional Configuration Tasks
18.4
Configuring Oracle HTTP Server for the Managed Server
18.5
Performing Additional Data Warehouse Administration Console Tasks
18.6
Validating Oracle BI Applications Components URLs
19
Installing a Release Update Patch
19.1
Installing a RUP
20
Managing the Topology
20.1
Scaling the Topology for Additional Nodes
20.1.1
Scaling Out the Topology (Adding Managed Servers to a New Node) for Oracle ADF Server
20.1.1.1
Prerequisites for Scaling Out the Topology for Oracle ADF Server
20.1.1.2
Adding a New Machine in the Oracle WebLogic Server Console
20.1.1.3
Packing and Unpacking the Managed Server Domain Home
20.1.1.4
Cloning Managed Servers and Assigning Them to CRMHOST3
20.1.1.5
Validating the System
20.1.2
Scaling Up the Topology (Adding Managed Servers to an Existing Node) for Oracle ADF Server
20.1.2.1
Cloning Managed Servers and Assigning Them to CRMHOST3
20.1.2.2
Validating the System
20.1.3
Scaling Out the Topology (Adding Managed Servers to a New Node) for Oracle SOA Suite Server
20.1.3.1
Prerequisites for Scaling Out the Topology for Oracle SOA Suite Server
20.1.3.2
Adding a New Machine in the Oracle WebLogic Server Console
20.1.3.3
Packing and Unpacking the Managed Server Domain Home
20.1.3.4
Cloning Managed Servers and Assigning Them to CRMHOST3
20.1.3.5
Validating the System
20.1.3.6
Additional Configuration Procedures for Scaling Out Oracle SOA Suite Server
20.1.4
Scaling Up the Topology (Adding Managed Servers to an Existing Node) for Oracle SOA Suite Server
20.1.4.1
Cloning Managed Servers and Assigning Them to CRMHOST3
20.1.4.2
Validating the System
20.1.5
Scaling Out the Topology (Adding Managed Servers to a New Node) for Oracle Business Intelligence
20.1.5.1
Prerequisites for Scaling Out the Topology for Oracle Business Intelligence
20.1.5.2
Scale-Out Procedure for Oracle Business Intelligence
20.1.6
Scaling Up the Topology for Oracle Business Intelligence
20.1.6.1
Scale-Up Procedure for Oracle Business Intelligence
20.2
Performing Backups and Recoveries
20.3
Monitoring the Topology
20.4
Migrating from a Test Environment to a Production Environment
20.5
Configuring Log File Rotation
20.5.1
Specifying Log File Rotation Using Oracle Enterprise Manager
20.5.2
Specifying Log File Rotation Using WLST
20.6
Patching the Topology
20.7
Auditing
20.8
Troubleshooting
20.8.1
Page Not Found When Accessing soa-infra Application Through Load Balancer
20.8.2
soa-infra Application Fails to Start Due to Deployment Framework Issues (Coherence)
20.8.3
Incomplete Policy Migration After Failed Restart of SOA Server
20.8.4
Oracle SOA Suite Server Fails to Start Due to Maximum Number of Processes Available in Database
20.8.5
Administration Server Fails to Start After a Manual Failover
20.8.6
Error While Activating Changes in Administration Console
20.8.7
SOA Server Not Failed Over After Server Migration
20.8.8
SOA Server Not Reachable From Browser After Server Migration
20.8.9
Oracle Access Manager Configuration Tool Does Not Remove URLs
20.8.10
Redirecting of Users to Login Screen After Activating Changes in Administration Console
20.8.11
Redirecting of Users to Administration Console's Home Page After Activating Changes to OAM
20.8.12
Configured JOC Port Already in Use
20.8.13
Out-of-Memory Issues on Managed Servers
20.8.14
JDBC Connection Reset Appears When on OEL 5.4
20.8.15
Missing JMS Instances on Oracle BI Publisher Scheduler Diagnostics Page
20.8.16
Oracle BI Publisher Jobs in Inconsistent State After Managed Server Shutdown
20.8.17
JMS Instance Fails in an Oracle BI Publisher Cluster
20.8.18
Administration Console Redirects from Internal URL to Container URL after Activation
A
Protected Domain URIs
A.1
Protected CRM Domain URIs
A.2
Protected BI Domain URIs
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