Installing Integrated Margin Planning on a Server

The following section describes the steps to install the provided Integrated Margin Planning model.

To install Integrated Margin Planning model:

Verify the following environment variables:
Windows:
SET MW_ORACLE_HOME=C:\Oracle\Middleware
SET EPM_ORACLE_INSTANCE=C:\Oracle\Middleware\user_projects\epmsystem1
where C:\Oracle\Middleware is the installation directory for Oracle Hyperion Enterprise Performance Management System
and C:\Oracle\Middleware\user_projects\epmsystem1 is the path for the EPM System instance created during Oracle's Hyperion® Foundation Services installation.
Linux:
export MW_ORACLE_HOME=/home/epmuser/Oracle/Middleware
export EPM_ORACLE_INSTANCE=/home/epmuser/Oracle/Middleware/user_projects/epmsystem1
where /home/epmuser/Oracle/Middleware is the installation directory for EPM System
and /home/epmuser/Oracle/Middleware/user_projects/epmsystem1 is the path for the EPM System instance created during Foundation Services installation.
Verify that the following servers are running:
- Foundation Services
- Oracle's Hyperion® Shared Services
- Oracle database
- WebLogic Admin Server
On the server, create a new installation directory.
For example c:\oracle_imp, HOME/oracle_imp
Copy the ZIP file containing Integrated Margin Planning installation files into the installation directory that you just created.
In the installation directory, unzip the installation files.
Create a new directory INSTALL_ROOT/custom
where INSTALL_ROOT is the Integrated Margin Planning installation directory.
Copy
INSTALL_ROOT/samples/imp/*
to
INSTALL_ROOT/custom
Use setenv.bat for Windows, or setenv.sh for Linux, under INSTALL_ROOT/custom to modify the directories as appropriate for your environment. This command is used to set environment variables.
1. Open a command prompt window, cd INSTALL_ROOT/custom.
2. Run setenv.bat for Windows, or setenv.sh for Linux to set the environment.
Initialize the system by completing the steps to setup the properties file:
1. Using a text editor, open:
  INSTALL_ROOT\custom\config\site.properties
  where INSTALL_ROOT is the Integrated Margin Planning installation directory; for
  example, c:\oracle_imp.
2. In site.properties, add or modify the following parameter values to correspond with your database configuration:
  Oracle
```
Database.Type=Oracle
Database.IOP_datasource.DriverClassName=oracle.jdbc.OracleDriver
Database.IOP_datasource.URL=jdbc:oracle:thin:@${Server.Hostname}:1521:orcl
Database.IOP_datasource.User=db_username
Database.IOP_datasource.Password=db_password
Database.IOP_datasource.Properties=
```
  where
  db_username is the name of the user who has database access
  db_password is the password for the database user
  Note:
  If you do not have a site.properties file, you must create one. You can copy an existing site.properties file from INSTALL_ROOT\samples\imp\config.
3. Set the host name:
  Server.Hostname=myhost.domain.com
  where myhost.domain.com is your machine name with a fully qualified domain name.
4. Set the maximum memory for Oracle WebLogic Server:
  Server.Weblogic.TargetServer.MaxMemory=xxxx
  The recommended setting for win32 is 1024m. The recommended setting for win64 is, 4096m.
5. Set the server port:
  Server.Weblogic.TargetServer.Port=xxxx
  where xxxx is an unused TCP port on the server. The default is 27080.
6. Set the EPM System domain name:
  Server.Weblogic.DomainName=EPMSystem
  where EPMSystem is the domain created during EPM Systeminstallation. The default domain name is EPMSystem.
7. Set the WebLogic Admin User name:
  Server.Weblogic.AdminUser=epm_admin
  where epm_admin is the user you assign during EPM System installation.
8. Set the WebLogic Admin User password:
  Server.Weblogic.AdminPassword=password
  where password is the password for the WebLogic Admin User.
9. Set the security key:
  Security.SecureKey=arbitrary_key
  where arbitrary_key is a word used as a key to encrypt all the passwords. The security key can be any combination of numbers, letters, and special characters.
  Note:
  IOP is a keyword. Do not use it as the security key. You must also save the site.properties before encrypting the db_password and Server.Weblogic.AdminPassword.
10. Encrypt hard coded database and WebLogic Admin passwords:
  1. In INSTALL_ROOT\bin, type encrypt password where password is your database password.
  2. Copy and paste the encrypted password from the encrypt tool to the db_password and Server.Weblogic.AdminPassword settings in your properties file.
11. Save the changes to site.properties.
In the other command prompt, complete the following steps:
1. In the Integrated Operational Planning installation directory, navigate to the custom folder.
2. Run setenv.bat to set the environment.
3. RUN INSTALL_ROOT/bin/runant to prepare the system for the sample models.

Make sure WebLogic Admin Server is running, and the console shows similar messages as:

<Oct 31, 2010 9:23:15 PM PDT> <Notice> <WebLogicServer> <BEA-000329> <Started WebLogic Admin Server "AdminServer" for domain "EPMSystem" running in Production Mode> 
<Oct 31, 2010 9:23:16 PM PDT> <Notice> <WebLogicServer> <BEA-000365> <Server state changed to RUNNING> 
<Oct 31, 2010 9:23:16 PM PDT> <Notice> <WebLogicServer> <BEA-000360> <Server started in RUNNING mode>

Run the command createiopinstance to create a IOPServer_iopinstance1WebLogic server and deploying the OracleIOP.ear as well as Integrated Margin Planning shared libraries in the WebLogic Admin Server.
Note:
If asked, enter username and password to start createiopinstance.
Create four users: dcooper, kreed, jstark, and tjones in Shared Services and provision them with Integrated Operational Planning User role.
Open a command prompt window and set environment variables and run the following command:
```
cd INSTALL_ROOT\install\bin
isreset
```

Start Integrated Margin Planning server. The command is found under

EPM_ORACLE_INSTANCE/bin/startIOPServer_iopinstance1.bat(sh)

Wait for the console to show the similar messages as:

<Nov 9, 2010 9:01:29 PM PST> <Notice> <WebLogicServer> <BEA-000330> <Started WebLogic Managed Server "IOPServer_iopinstance1" for domain "EPMSystem" running in Production Mode> 
<Nov 9, 2010 9:01:30 PM PST> <Notice> <WebLogicServer> <BEA-000365> <Server state changed to RUNNING> 
<Nov 9, 2010 9:01:30 PM PST> <Notice> <WebLogicServer> <BEA-000360> <Server started in RUNNING mode>

Note:

If asked, enter username and password to start Integrated Operational Planning server.

Open another command prompt window and set environment variables.
Then run the following command:
```
cd INSTALL_ROOT\custom\bin
bootstrap -u <IOP_ADMIN_USER> -p <IOP_ADMIN_PASSWORD> 
```
where
IOP_ADMIN_USER is a Shared Services user with the Integrated Operational Planning Administrator provision and
IOP_ADMIN_PASSWORD is the password of IOP_ADMIN_USER
The Integrated Margin Planning server is now ready to accept requests from client computers. Log in to the application from your Web browser by connecting to the following URL:
http://MYHOST.domain.com:PORT/interlace
where MYHOST and PORT represent the host name and port number for the server.