For Financial Close Management, you must install Oracle SOA Suite and all its required patches.
Note: | If you are applying the maintenance release to move from Financial Close Management Release 11.1.2.0 to Release 11.1.2.1, see Financial Close Management Maintenance Release Installation Prerequisites. |
Note: | In a distributed environment, you must install Oracle SOA Suite on the following machines in the deployment, although you need to configure it on only one machine (the machine on which you want to run SOA Server): Financial Close Management, WebLogic Administration Server, Foundation Services, and if you are integrating with these products: Financial Management (Web application), Financial Reporting (Web application), FDM (Web application). |
Note: | Oracle SOA Suite and EPM System must be deployed to the same WebLogic domain. |
In addition, for a distributed environment, ensure that you review Installing EPM System Products in a Distributed Environment for additional requirements.
The following tables provide an overview of the installation and configuration process for Oracle SOA Suite and Financial Close Management in the following scenarios:
In a new deployment, where you have not installed or configured any EPM System products.
In an existing deployment, where you have already installed and configured some EPM System products and now want to extend the deployment to include Financial Close Management and Oracle SOA Suite.
Table 15. Roadmap for Installing and Configuring Oracle SOA Suite and Financial Close Management in a new EPM System Deployment
| Task | Reference |
|---|---|
Install EPM System products. Note: In a distributed environment, on the machine on which you plan to administer the WebLogic Server, you must install all Web applications for all applications you plan to deploy on any machine in the environment. A default installation of EPM System installs WebLogic Server, which is required for Oracle SOA Suite. The WebLogic Administration Server is installed and deployed on the Foundation Services machine. | Installing EPM System Products. In addition, for a distributed environment, ensure that you review Installing EPM System Products in a Distributed Environment for additional requirements. |
If you are using Microsoft SQL Server, review “XA Configuration Required to Start the SOA Infrastructure on Microsoft SQL Server 2008 ” in the Oracle® Fusion Middleware Release Notes 11g Release 1 (11.1.1) for Microsoft Windows (32-Bit). | http://download.oracle.com/docs/cd/E15523_01/relnotes.1111/e10132/soa.htm#CDEIFEAC |
Run the Repository Creation Utility and install Oracle SOA Suite. Note: In a distributed environment, you must install Oracle SOA Suite on the following machines in the deployment, although you need to configure it on only one machine (the machine on which you want to run SOA Server): Financial Close Management, WebLogic Administration Server, Foundation Services, and if you are integrating with these products, Financial Management (Web application), Financial Reporting (Web application), FDM (Web application). | Installing Oracle SOA Suite |
Configure Oracle SOA Suite, creating a new WebLogic domain. You must also install any required Oracle Fusion Middleware patches, available on My Oracle Support. Note: In a distributed environment note the following additional step:
| Configuring and Starting Oracle SOA Suite and |
Stop the SOA managed server. Stop WebLogic Server if it is on the same machine as Foundation Services. | |
Configure EPM System products, selecting all required configuration tasks except “Deploy to SOA.” During deployment, you must extend the WebLogic domain created during Oracle SOA Suite deployment. Note: Note the following information about configuring in a distributed environment:
If you are deploying EPM System products to a domain hosted on another machine (and the domain was not created with EPM System Configurator), you must make manual updates to jps-config.xml and system-jazn.xml on the Administration Server box. See step 18 and step 19 of Manually Deploying EPM System Web Applications. | Using EPM System Configurator |
Start WebLogic Administration Server and then the SOA managed server. | Configuring and Starting Oracle SOA Suite |
Start EPM System Configurator and select the “Deploy to SOA” task for Financial Close Management. If you are deploying EPM System products to a domain hosted on another machine (and the domain was not created with EPM System Configurator), you must also select the “Configure Web Server” task. | Using EPM System Configurator |
Restart WebLogic Administration Server. | |
In a distributed environment, if Oracle SOA Suite is on a machine separate from EPM System products, ensure that you have installed Foundation Services on the SOA machine. Then, on the SOA machine, start EPM System Configurator and configure with the default selected configuration tasks (“Configure Common Settings,” “Configure Database,” “Configure Oracle Configuration Manager”). During database configuration, specify the Foundation Services database information you entered when you configured the Foundation Services machine. Tip: You can ignore any messages about Shared Services registration failing. | Configuring EPM System Products |
Perform postconfiguration tasks for Financial Close Management. | Financial Close Management Postconfiguration Tasks |
Stop the SOA server, and then start EPM System products, the SOA Server and Financial Close Management in the order listed. | Starting and Stopping EPM System Products, and Financial Close Management Application Server |
Validate the installation and verify deployment. | Validating the Installation and Verifying Deployment |
If you have already installed and configured some EPM System products, you can add Financial Close Management and Oracle SOA Suite to the existing deployment using the following roadmap:
Table 16. Roadmap for Installing and Configuring Oracle SOA Suite and Financial Close Management in an Existing EPM System Deployment
| Task | Reference |
|---|---|
Install Financial Close Management. Note: In a distributed environment, on the machine on which you plan to administer the WebLogic Server, you must install all Web applications for all applications you plan to deploy on any machine in the environment. A default installation of EPM System installs WebLogic Server, which is required for Oracle SOA Suite. The WebLogic Administration Server is installed and deployed on the Foundation Services machine. | Installing EPM System Products. In addition, for a distributed environment, ensure that you review Installing EPM System Products in a Distributed Environment for additional requirements. |
If you are using Microsoft SQL Server, review “XA Configuration Required to Start the SOA Infrastructure on Microsoft SQL Server 2008 ” in the Oracle® Fusion Middleware Release Notes 11g Release 1 (11.1.1) for Microsoft Windows (32-Bit). | http://download.oracle.com/docs/cd/E15523_01/relnotes.1111/e10132/soa.htm#CDEIFEAC |
Run the Repository Creation Utility and install Oracle SOA Suite. Note: In a distributed environment, you must install Oracle SOA Suite on the following machines in the deployment, although you need to configure it on only one machine (the machine on which you want to run SOA Server): Financial Close Management, WebLogic Administration Server, Foundation Services, and if you are integrating with these products, Financial Management (Web application), Financial Reporting (Web application), FDM (Web application). | Installing Oracle SOA Suite |
From the WebLogic Administration Server machine, configure Oracle SOA Suite. Note: During configuration, you must extend the WebLogic domain created during initial EPM System deployment. You must also install any required Oracle Fusion Middleware patches, available on My Oracle Support. Note: In a distributed environment note the following additional step:
Tip: You might need to restart the Weblogic Administration Server prior to starting the SOA managed server. | Configuring and Starting Oracle SOA Suite and Installing EPM System Products |
Stop the SOA managed server. Stop WebLogic Server if it is on the same machine as Foundation Services. | |
Configure Financial Close Management, selecting all required configuration tasks under Financial Close Management in EPM System Configurator except “Deploy to SOA.” During deployment, you must extend the WebLogic domain created during EPM System deployment. You must also complete the Foundation Services “Configure Web Server” task. | Using EPM System Configurator |
Start WebLogic Administration Server and then the SOA managed server. | Configuring and Starting Oracle SOA Suite |
Start EPM System Configurator and select the “Deploy to SOA” task for Financial Close Management. | Using EPM System Configurator |
Restart WebLogic Administration Server. | |
In a distributed environment, if Oracle SOA Suite is on a machine separate from EPM System products, ensure that you have installed Foundation Services on the SOA machine. Then, on the SOA machine, start EPM System Configurator and configure with the default selected configuration tasks (“Configure Common Settings,” “Configure Database,” “Configure Oracle Configuration Manager”). During database configuration, specify the Foundation Services database information you entered when you configured the Foundation Services machine. Tip: You can ignore any messages about Shared Services registration failing. | |
| Perform postconfiguration tasks for Financial Close Management. | Financial Close Management Postconfiguration Tasks |
Stop the SOA server, and then start EPM System products, the SOA Server and Financial Close Management in the order listed. | Starting and Stopping EPM System Products, and Financial Close Management Application Server |
Restart EPM Workspace to access Financial Close Management from EPM Workspace. | |
Validate the installation and verify deployment. | Validating the Installation and Verifying Deployment |