Oracle Hyperion Enterprise Performance Management System Installer installs components on three tiers:
Client tier
Services tier
Web tier, which includes the Java Application Server tier and the Web server tier
Additionally, when you configure EPM System products, you set up databases on the Data tier.
For more information about EPM System product architecture, see Oracle Hyperion Enterprise Performance Management System Installation Start Here.
EPM System installation follows this workflow. Each part of the workflow is described in the guides as noted in the table below:
Note: | If you are installing Financial Close Management, follow the installation and configuration sequence described in Financial Close Management Installation and Configuration Prerequisites and Roadmap. |
Note: | Upgrade Note! If you are upgrading from an earlier release of EPM System products, use EPM System Installer and Oracle Hyperion Enterprise Performance Management System Configurator to install products in a new environment, following the process in Upgrading EPM System Products. Upgrading does not apply to moving from Release 11.1.2 to Release 11.1.2.1. If you are moving from Release 11.1.2 to Release 11.1.2.1, Use the “Apply Maintenance Release” option in EPM System Installer instead, and see Maintenance Release Installation Checklist. |
| Task | Reference |
|---|---|
1. Plan the installation and perform prerequisite tasks. | “Installation Planning Checklist” in Oracle Hyperion Enterprise Performance Management System Installation Start Here |
2. Meet the system requirements. | Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html) |
3. Prepare the installation files. | |
4. Install EPM System products. | Installing EPM System Products Ensure that you meet any installation prerequisites that apply to your environment. Installation Prerequisites. In particular, make sure that you review the prerequisites for Oracle HTTP Server, which is installed with Foundation Services. Tip: Before you begin, determine the type of installation you plan to perform:
For details on each installation type, see Installation Type. Upgrade Note! If you are upgrading from an earlier release, you must choose “New Installation” and install in a new installation location. See Upgrading EPM System Products. |
5. Configure EPM System products using EPM System Configurator. | Configuring EPM System Products Ensure that you meet any configuration prerequisites that apply to your environment. See Configuration Prerequisites . Note: In a distributed environment, configure Foundation Services first. Foundation Services must be installed and configured in order for other products to configure successfully. To configure Foundation Services, select the Foundation tasks on the Task Selection panel of EPM System Configurator: “Configure Common Settings,” “Configure Database,” “Configure Oracle Configuration Manager,” and “Deploy to Application Server.” Configure other EPM System products, and then configure the Web server last: select “Configure Web Server” from the Foundation tasks. Note: If you are enabling SSL in your deployment, see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide before you configure. Different SSL configurations have implications for the choices you make during configuration using EPM System Configurator. Also, there are additional post-configuration tasks when deploying an SSL configuration. |
6. Optionally, manually deploy EPM System Web applications. | |
7. Perform any required postconfiguration tasks for your products. | Performing Postconfiguration Tasks |
8. Start EPM System services. | |
| 9. Validate the installation using Oracle Hyperion Enterprise Performance Management System Diagnostics and verify deployment. | |
| 10. Enable external authentication and provision users. | Oracle Hyperion Enterprise Performance Management System User and Role Security Guide |
Tip: | During installation, configuration, and validation, keep a list of all user names and passwords that you use to create or modify the system, including the applications with which they are associated and their purpose. |