Using EPM System Configurator

Run EPM System Configurator on each computer hosting the products to configure or reconfigure.

For a list of characters supported during configuration with EPM System Configurator, see Characters Supported for Installation and Configuration.

Note:

On Windows machines, do not use the Administrator user to install and configure. Run EPM System Installer and EPM System Configurator as a user with administrator rights. Install and configure as the same user for all EPM System products. If you are using Windows 2008, configure with UAC disabled. UAC must be disabled to install, configure, and run EPM System products. UAC can be enabled on end-user client desktops.

Note:

On UNIX machines, do not use the root user to install and configure. Install and configure as the same user for all EPM System products. On UNIX machines, for all Oracle products, the user that is installing must be part of the same group; the group must have write permission to the central inventory (oraInventory).

Note:

When you upgrade or apply the maintenance release, install and configure using the same user that was used to install and configure the earlier release.

  To configure EPM System products:

  1. Choose a method to launch EPM System Configurator:

    • On the last page of EPM System Installer, click or select Configure.

    • From the Start menu, select Programs, then Oracle EPM System, then Foundation Services, and then EPM System Configurator.

    • Change to EPM_ORACLE_HOME/common/config/version_number and then launch configtool.bat (.sh).

    • To run EPM System Configurator in console mode, launch it from the command line using the –console parameter. For example EPM_ORACLE_HOME/common/config/version_number/startconfigtool.bat -console.

    • For silent configurations, see Performing Silent Configurations.

    • If you are manually deploying Web applications, launch EPM System Configurator from the command line using EPM_ORACLE_HOME/common/config/version_number/configtool-manual.bat (.sh). See Manually Deploying EPM System Web Applications for more information.

    • If you are deploying to WebSphere Application Server, launch EPM System Configurator from the command line using EPM_ORACLE_HOME/common/config/version_number/configtool-manual.bat (.sh). See Deploying EPM System Products to WebSphere Application Server..

    Tip:

    If you launch EPM System Configurator from EPM_ORACLE_INSTANCE, EPM System Configurator configures the existing instance and does not display the “Configure Oracle Instance” page.

    EPM System Configurator performs initial checks, checking for the following:

    • Environment variables are set

    • .oracle.products is present

    • All required .jars are present

    • Windows system32 is in the PATH

    • There is a valid EPM Oracle home

    • When Essbase in installed, that OPMN is also installed on the machine

    • When Financial Management is installed, that the Authentication Level for DCOM is set to CONNECT.

  2. Review and complete each page of EPM System Configurator, clicking or selecting Next to move to the next page.

    In console mode, enter the number beside the selection you want.

    The following table provides links where you can find more details about each page of EPM System Configurator.

    PageReference
    Oracle InstanceConfigure Oracle Instance
    Task selectionTask Selection
    Set Up Shared Services and Registry Database Connection

    Ensure that the database is started and that you have created a database as described in “Preparing a Database” in Oracle Enterprise Performance Management System Installation Start Here.

    Enter the information as described in Set Up Shared Services and Registry Database Connection.

    Configure database

    Ensure that the database is started and that you have created a database as described in “Preparing a Database” in Oracle Enterprise Performance Management System Installation Start Here.

    Enter the information as described in Configure Database.

    Application server deployment

    Enter the information as described in Deploy to Application Server: Oracle WebLogic.

    Product-specific configuration tasksFor detailed procedures to configure each product, see the sections:
  3. (Optional) To save the configuration selections in a response file for silent configuration, click or select Save, browse to a location, specify a file name, and click or select Save.

    This procedure creates an editable file that can be used as a response file for silent configuration. See Performing Silent Configurations.

  4. Confirm the configuration tasks to complete, and then click or select Next.

    EPM System Configurator displays the status of the configuration process.

    Configuration time depends on the products and tasks that you selected. Progress is recorded in EPM_ORACLE_INSTANCE/diagnostics/logs/config/configtool.log.

    When configuration finishes, the status of each task is displayed. Configuration results are noted in EPM_ORACLE_INSTANCE/diagnostics/logs/config/configtool_summary.log.

  5. Click or select Task Panel to return to the Task Selection page to complete additional configuration tasks.

  6. Click or select Finish.

    If configuration is successful, perform postconfiguration tasks, start services, and validate service startup.

    See Performing Postconfiguration Tasks,, Starting and Stopping EPM System Products and Validating the Installation and Verifying Deployment.

    Terminating configuration for a particular product does not terminate the entire process. Configuration continues for the other products. EPM System Configurator displays error messages on a summary page after the configuration process completes.

    If errors are displayed, perform these tasks:

    • Review the log files.

    • See the Oracle Enterprise Performance Management System Installation and Configuration Troubleshooting Guide for information about resolving configuration issues.

    • If you see errors related to the Oracle HTTP Server installation, ensure that you have met the Oracle HTTP Server installation prerequisites. See Web Server Installation Prerequisites. For more tips on troubleshooting the Oracle HTTP Server installation, see the Oracle Enterprise Performance Management System Installation and Configuration Troubleshooting Guide.

    • If Oracle Configuration Manager is not available during configuration, EPM System Configurator shows that the “Configure Oracle Configuration Manager” task failed. When the Oracle Configuration Manager is available, restart EPM System Configurator and select the “Configure Oracle Configuration Manager” task.