Installing Financial Analyzer on the Server

Introduction

The following procedures explain how to install a Financial Analyzer component on the server.

Procedure: Beginning the server installation

Follow these steps to begin installing Financial Analyzer on the server:

1. Ensure that Express Server 6.3.2.1 is installed and configured on the server.

   Note: For Windows NT systems, make sure that the SecurityLevel setting in Configuration Manager is not set to DOMAIN.

2. Insert the Financial Analyzer Server CD-ROM into the CD-ROM drive and run f:\setup.exe, where "f" represents your CD-ROM drive.

3. On the Welcome screen, choose Next.

4. On the File Locations screen under Destination, specify the Oracle Home that you want to use, then choose Next.

5. The Available Products dialog box appears. It provides the following list of installable components:
   • Super administrator

   • Administrator

   • Cluster

   • Web

   • Single Sign-On

   Select the component that you want to install; then choose Next.

6. Complete the installation of the component that you selected, as follows.

   IF you chose . . .	THEN follow the instructions in . . .
   Super administrator,	"Procedure: Completing the Super administrator component installation"
   Administrator,	"Procedure: Completing the Administrator component installation"
   Cluster,	"Procedure: Completing the Cluster component installation"
   Web,	"Procedure: Installing Financial Analyzer Web"
   Single Sign-On,	"Procedure: Installing Single Sign-On"

   Note: If more than one Super administrator, Administrator, or cluster component is installed on the same server, you must specify a unique Oracle Home for each component.

Procedure: Completing the Super administrator component installation

The following procedure describes the additional steps to follow if you are installing the Super administrator component.

Note: This procedure provides all of the steps for the Complete installation type (described below). If you choose the Typical installation type, which is composed of a subset of the steps in the Complete installation, skip the steps that are related to Financial Analyzer Web.

1. In the Installation Types dialog box, select the type of installation that you want to perform from the following choices:
   • Typical -- This type of installation installs the Super administrator component only.

   • Complete -- This type of installation installs both the Super administrator and Web components.

   Note: This procedure documents all of the steps that are part of a Complete installation. If you are performing a Typical installation, skip the steps that are related to Financial Analyzer Web.

   When you have completed this task, choose Next.

   Result: Installer searches for the Express Server home.

2. If Installer cannot locate the Express Server home, the Oracle Express Server 6.3.2.1 dialog box appears.

   In the Path box, enter the path of the Express Server home. You can type the path into the box, or you can click the Browse button to access the Choose Directory dialog box, where you can navigate to the appropriate location.

   When you have completed this task, choose Next.

   Result: The Component Location dialog box appears.

3. In the Path box of the Component Location dialog box, specify the path for the location into which you want to install the Super administrator component.

   When you have completed this task, choose Next.

   Note: If you are installing on the Unix platform, do not use uppercase letters or spaces in the path. If you are installing on the Windows NT platform, do not use spaces in the path.

   Result: The Personal Database Information dialog box appears.

4. In the Personal Database Information screen, specify the following information related to the personal database:
   • The name of the Super administrator's personal database

   • The server name

   • The port number for Express Server

   • The language in which information will be displayed to your Web users

   • The name of the Express Server instance that is configured to support Financial Analyzer

   When you have completed this task, choose Next.

   Result: The JInitiator Use dialog box appears.

5. In the JInitiator Use dialog box, specify whether you want to use JInitiator when you run Financial Analyzer Web.

   Note: If you are using other Oracle products, it is recommended that you use JInitiator. If you do not use other Oracle products, you may choose not to use JInitiator because of its additional disk space requirements.

   When you have completed this task, choose Next.

   Result: The General Ledger Integration dialog box appears.

6. In the General Ledger Integration dialog box, specify whether you want to install the Oracle General Ledger integration module.

   Note: The Oracle General Ledger integration module allows Financial Analyzer users to load data from Oracle General Ledger into Financial Analyzer for analysis purposes, and to write Financial Analyzer budget data back to Oracle General Ledger.

   When you have completed this task, choose Next.

   Result: The Web Listener Information dialog box appears.

7. In the Web Listener Information dialog box, specify the following information:
   • The Web listener name

   • The communication type (enter either CGI or Cartridge, depending on the communication type that you want to use)

   • The Express Server alias

   • The Web listener port number

   • A description of the shared database

   • The CGI-bin Alias, which is the name of the virtual directory that specifies the physical directory that contains the Oracle OLAP Web Agent executable file, OOWA.EXE

   When you have this task, choose Next.

   Result: The Web Access Method dialog box appears.

8. In the Web Access Method dialog box, select one of the following options to specify how your users' browsers will load the files that are needed to run Financial Analyzer Web:
   • Load files from the network every time the user logs in -- Financial Analyzer. This option requires less storage on client PCs, but is slower.

   • Load files from the network once; then store them on the client PC -- This option provides better performance, but requires more storage on the client PC.

   When you have completed this task, choose Next.

   Result: The Summary dialog box appears.

9. Review the information in the Summary dialog box to ensure that it is correct; then choose Install.

   Result: Installer installs the Super administrator component. When the installation is complete, the End of Installation dialog box appears.

10. If you chose the Complete installation type, note the directory information that is displayed in the End of Installation dialog box. You will need to use this information when you add virtual directories to the Web listener, as described in the topic "Configuring Financial Analyzer for Web Access".

11. In the End of Installation dialog box, choose Exit to close Installer or choose Next Install to install additional Oracle products.

Procedure: Completing the Administrator component installation

The following procedure describes the additional steps to follow if you are installing the Administrator component.

Note: This procedure provides all of the steps for the Complete installation type (described below). If you choose the Typical installation type, which is composed of a subset of the steps in the Complete installation, skip the steps that are related to Financial Analyzer Web.

1. In the Installation Types dialog box, select the type of installation that you want to perform from the following choices:
   • Typical -- This type of installation installs the Administrator component only.

   • Complete -- This type of installation installs both the Administrator and Web components.

   Note: This procedure documents all of the steps that are part of a Complete installation. If you are performing a Typical installation, skip the steps that are related to Financial Analyzer Web.

   When you have completed this task, choose Next.

   Result: Installer searches for the Express Server home.

2. If Installer cannot locate the Express Server home, the Oracle Express Server 6.3.2.1 dialog box appears.

   In the Path box, enter the path of the Express Server home. You can type the path into the box, or you can click the Browse button to access the Choose Directory dialog box, where you can navigate to the appropriate location.

   When you have completed this task, choose Next.

   Result: The Component Location dialog box appears.

3. In the Path box of the Component Location dialog box, specify the path for the location into which you want to install the Administrator component.

   When you have completed this task, choose Next.

   Note: If you are installing on the Unix platform, do not use uppercase letters or spaces in the path. If you are installing on the Windows NT platform, do not use spaces in the path.

   Result: The Oracle Express Server Instance Name dialog box appears.

4. In the Oracle Express Server Instance Name dialog box, specify the name of the Express Server instance that you want to configure to support Financial Analyzer.

   When you have completed this task, choose Next.

   Result: The Specify Language dialog box appears.

5. In the Specify Language dialog box, select the language that will appear to your users in Financial Analyzer Web.

   When you have completed this task, choose Next.

   Result: The JInitiator Use dialog box appears.

6. In the JInitiator Use dialog box, specify whether you want to use JInitiator when you run Financial Analyzer Web.

   When you have completed this task, choose Next.

   Result: The Web Listener Information dialog box appears.

7. In the Web Listener Information dialog box, specify the following information:
   • The Web listener name

   • The communication type (enter either CGI or Cartridge, depending on the communication type that you want to use)

   • The Express Server alias

   • The Web listener port number

   • A description of the shared database

   • The CGI-bin Alias, which is the name of the virtual directory that specifies the physical directory that contains the Oracle OLAP Web Agent executable file, OOWA.EXE

   When you have this task, choose Next.

   Result: The Web Access Method dialog box appears.

8. In the Web Access Method dialog box, select one of the following options to specify how your users' browsers will load the files that are needed to run Financial Analyzer Web:
   • Load files from the network every time the user logs in -- Financial Analyzer. This option requires less storage on client PCs, but is slower.

   • Load files from the network once; then store them on the client PC -- This option provides better performance, but requires more storage on the client PC.

   When you have completed this task, choose Next.

   Result: The Summary dialog box appears.

9. Review the information in the Summary dialog box to ensure that it is correct; then choose Install.

   Result: Installer installs the Administrator component. When the installation is complete, the End of Installation dialog box appears.

10. If you chose the Complete installation type, note the directory information that is displayed in the End of Installation dialog box. You will need to use this information when you add virtual directories to the Web listener, as described in the topic "Configuring Financial Analyzer for Web Access".

11. In the End of Installation dialog box, choose Exit to close Installer or choose Next Install to install additional Oracle products.

Procedure: Completing the Cluster component installation

The following procedure describes the additional steps to follow if you are installing the Cluster component.

1. In the Path box of the Component Location dialog box, specify the path for the location into which you want to install the Cluster component.

   When you have completed this task, choose Next.

   Note: If you are installing on the Unix platform, do not use uppercase letters or spaces in the path. If you are installing on the Windows NT platform, do not use spaces in the path.

   Result: The Summary dialog box appears.

2. Review the information in the Summary dialog box to ensure that it is correct; then choose Install.

   Result: Installer installs the Cluster component. When the installation is complete, the End of Installation dialog box appears.

3. In the End of Installation dialog box, choose Exit to close Installer or choose Next Install to install additional Oracle products.

Procedure: Installing Financial Analyzer Web

The following procedure describes the additional steps to follow if you are installing Financial Analyzer Web.

1. In the Path box of the Directory of Shared Database dialog box, specify the location of the Financial Analyzer shared database.

   You can type the path into the box, or you can choose the Browse button to open the Choose Directory dialog box, in which you can choose the appropriate directory.

   When you have completed this task, choose Next.

   Result: The Web Listener Information dialog box appears.

2. In the Web Listener Information dialog box, specify the following information:
   • The Web listener name

   • The communication type (enter either CGI or Cartridge, depending on the communication type that you want to use)

   • The Express Server alias

   • The Web listener port number

   • A description of the shared database

   • The CGI-bin Alias, which is the name of the virtual directory that specifies the physical directory that contains the Oracle OLAP Web Agent executable file, OOWA.EXE

   When you have this task, choose Next.

   Result: The Web Access Method dialog box appears.

3. In the Web Access Method dialog box, select one of the following options to specify how your users' browsers will load the files that are needed to run Financial Analyzer Web:
   • Load files from the network every time the user logs in -- Financial Analyzer. This option requires less storage on client PCs, but is slower.

   • Load files from the network once; then store them on the client PC -- This option provides better performance, but requires more storage on the client PC.

   When you have completed this task, choose Next.

   Result: The Summary dialog box appears.

4. Review the information in the Summary dialog box to ensure that it is correct; then choose Install.

   Result: Installer installs the Web component. When the installation is complete, the End of Installation dialog box appears.

5. Note the directory information that is displayed in the End of Installation dialog box. You will need to use this information when you add virtual directories to the Web listener, as described in the topic "Configuring Financial Analyzer for Web Access".

6. In the End of Installation dialog box, choose Exit to close Installer or choose Next Install to install additional Oracle products.

Procedure: Installing Single Sign-On

The following procedure describes the additional steps to follow if you are installing Single Sign-On.

1. If Installer cannot locate the Oracle Required Support Files, the Required Support Files dialog box appears.

   In the Path box, specify the Oracle home where the Oracle Required Support Files are located.

   You can type the path into the box, or you can click the Browse button to access the Choose Directory dialog box, where you can navigate to the appropriate location.

   When you have completed this task, click Next.

   Result: The FND_TOP Environment Variable dialog box appears.

2. In the Path box of the FND_TOP Environment Variable dialog box, specify the directory location to be stored in the FND_TOP environment variable.

   Note: This environment variable contains the root directory path for the /secure directory, where the appropriate database connection (.dbc) file currently resides, or where a new database connection file will be created. The information in this file is used by Single Sign-On to make a connection to Oracle Applications.

   You can type the full path into the box, or you can click the Browse button to access the Choose Directory dialog box, where you can navigate to the appropriate location.

   When you have completed this task, click Next.

   Results: Depending on whether Installer can locate a database connection (.dbc) file, one of the following results occurs:

   • If the location that you specified in the FND_TOP Environment Variable dialog box contains one or more database connection files, the Oracle OLAP Single Sign-On dialog box appears and Installer prompts you to select the appropriate database connection file from a drop-down list of all of the connection files in the directory.

     Note that the first option in the list is <New .dbc>, which you can use to create a new database connection file, even if others exist.

   • If there are no connection files in $FND_TOP/secure, the New Database Connection File Configuration Information dialog box appears immediately so that you can create one.

3. If the .dbc file that you need exists in $FND_TOP/secure, select it from the drop-down list in the Database Connection Files box of the Oracle OLAP Single Sign-On dialog box.

   When you have completed this task, click Next.

   Results: One of the following results occurs, depending on whether you are installing on Unix or NT.

   • If you are installing on Unix, the Remote Operation Connection Settings dialog box appears. Skip Steps 4 and 5, and follow the information in Step 6 that applies to Unix installations.

   • If you are installing on NT, the Communication Protocol dialog box appears. Go on to Step 5.

4. If there are no connection files in the directory, or if you select <New.dbc>, the New Database Connection File Configuration Information dialog box appears.

   Use this dialog box to specify the following connection configuration information:

   • File Name -- Specify the name of the database connection file that you are creating.

     The default file name is <machine_name>_<SID>.dbc.

   • Connect String -- Specify the SQL*Net name of the database. This name is also used as the label in the tnsnames.ora file, under which the information needed to connect to the RDBMS is to be stored.

     Note: The TWO_TASK environment variable contains this information.

   • FNDNAM -- Specify the ID for the Application Objects Library (AOL) schema. This is also the Oracle User that will be used for connection to Oracle 8i.

     Note: The value for FNDNAM is usually apps.

   • GWYUID -- Specify the Oracle User/Password combination of the public account to be used for the initial Oracle Applications connection to the Oracle 8i database.

     Note: The GWYUID Oracle User must have Oracle Applications privilege level Public.

   • Server ID -- If Application Server Security is enabled on this database, specify the ID of the Oracle Applications server.

     Note: If Application Server Security is not enabled, this field can be left blank.

   • Guest Applications User -- Specify the Applications User/Password of the Guest user.

     Note: The Guest Applications User is a public Applications user with no responsibilities assigned.

   When you have completed this task, click Next.

   Results: One of the following results occurs, depending on whether you are installing on NT or Unix.

   • If you are installing on Unix, the Remote Operation Connection Settings dialog box appears. Skip Step 5 and follow the information in Step 6 that applies to Unix installations.

   • If you are installing on NT, the Communication Protocol dialog box appears. Go on to Step 5.

5. For NT installations, in the Communication Protocol dialog box, specify the networking protocol that is appropriate to your network from the following choices:
   • MS-RPC (Remote Procedure Call) -- Used for NT Web server to NT Express Server installations.

   • Remote Operations -- Used for Unix Express Server to NT Web server installations.

   When you have completed this task, click Next.

   Result: Depending on the selection you made, one of the following results occurs:

   • If you selected MS-RPC, the MS-RPC Connection Settings dialog box appears.

   • If you selected Remote Operations, the Remote Operation Connection Settings dialog box appears.

6. In the MS-RPC or Remote Operation Connection Settings dialog box, specify the appropriate connection settings for the networking protocol that you selected, as follows:
   • If you selected MS-RPC as your protocol, enter the following information:
     • Service Name -- Specify the name for the instance of Express Server to which you want to connect. You can find the instance name using the Express Instance Manager.

     • Host -- Specify the host name or IP address for the remote system on which Express Server is running.

     • UUID -- Specify the unique universal identifier (UUID) for a specific Express Server instance, if multiple instances of Express Server are running on the server.

   • If you selected Remote Operations as your protocol, enter the following information:
     • Service Name -- Specify the name for the instance of Express Server to which you want to connect. You can find the instance name using the Express Instance Manager.

     • Host -- Specify the host DNS name or IP address for the remote system on which Express Server is running.

     • RO Port -- Specify the port number of the Remote Operations Listener.

       Note: This is the value of the ROListenPort parameter, which was set in the Express Instance Manager when you installed Express Server.

   • For Unix installations, enter the following information:
     • Service Name -- Specify the name for the instance of Express Server to which you want to connect.

     • Host -- Specify the host name or IP address for the remote system on which Express Server is running.

     • RO Port -- Specify the port number of the Remote Operations Listener.

       Note: This is the value of ROListenPort parameter, which was set in the Express Instance Manager when you installed Express Server. For more information, refer to the Express Instance Manager online Help topics.

   When you have completed this task, click Next.

   Result: The Summary dialog box appears.

7. Review the information in the Summary dialog box to ensure that it is correct; then choose Install.

   Result: Installer installs the Single Sign-On component. When the installation is complete, the End of Installation dialog box appears.

8. In the End of Installation dialog box, choose Exit to close Installer or choose Next Install to install additional Oracle products.