Installing Integrated Operational Planning on a Server

  To install Integrated Operational Planning:

1. To download and unzip the Integrated Operational Planning installation ZIP file, see Downloading the Integrated Operational Planning Installation Files.

2. At the command prompt enter:

   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 EPM System

   and C:\Oracle\Middleware\user_projects\epmsystem1 is the path for the EPM System instance created during Foundation Services installation.

   Linux:

   At login shell prompt enter:

   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.

3. Set Integrated Operational Planning properties:

   1. Using a text editor, open:

      INSTALL_ROOT\custom\config\site.properties

      where INSTALL_ROOT is the Integrated Operational Planning installation directory; for example, .

      Windows:

      c:\oracle_iop

      Linux:

      HOME/oracle_iop

      Note:

      If you do not have a site.properties file, you must create one. Copy an existing site.properties file from INSTALL_ROOT/samples/sample/config.

   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 and

      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 a site.properties file from INSTALL_ROOT/samples/sample/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 server port:

      Server.Weblogic.TargetServer.Port=xxxx

      where xxxx is an unused TCP port on the server. The default is 27080.

   5. Set the EPM System domain name:

      Server.Weblogic.DomainName=EPMSystem

      where EPMSystem is the domain created during EPM System installation. The default domain name is EPMSystem.

   6. Set the WebLogic Admin User name:

      Server.Weblogic.AdminUser=epm_admin

      where epm_admin is the user you assign during EPM System installation.

   7. Set the WebLogic Admin User password:

      Server.Weblogic.AdminPassword=PASSWORD

      where PASSWORD is the password for the WebLogic Admin User.

   8. 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 password.

   9. 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.

   10. Save the changes to site.properties.

4. In the same command prompt window, change to the bin directory in the Integrated Operational Planning installation directory, reset the Integrated Operational Planning database, and start the server.

   Enter the following commands:

   • cd INSTALL_ROOT/bin

     where INSTALL_ROOT is the Integrated Operational Planning installation directory.

   • isreset

     Enter a license key code when prompted.

   • createiopinstance

5. Provision Integrated Operational Planning Administrator and Integrated Operational Planning Provisioning Manager roles for the Integrated Operational Planning instance to the Admin user through Oracle's Hyperion® Shared Services Console.

   1. Connect to the Shared Services Console; for example, http://hss_server:hssserver_port/interop.

   2. Log in as the administrator.

   3. Expand User Directories and Native Directory.

   4. Select Users and click Search.

   5. Right-click the Admin user and select Provision.

   6. Expand the Integrated Operational Planning application group.

   7. Expand the Integrated Operational Planning instance created.

   8. Highlight IOP Administrator and Provisioning Manager.

   9. Click the right arrow between the windows to select the roles.

   10. Click Save, and then click OK.

6. Start the Integrated Operational Planning server by entering the following command:

   Windows:

   EPM_ORACLE_INSTANCE\bin\startIOPServer_iopinstance1.bat

   Linux:

   EPM_ORACLE_INSTANCE/bin/startIOPServer_iopinstance1.sh

7. After the server starts, open a second command prompt window and set the same system environment variables that you set earlier. (See step 2.)

   If you created a batch command file containing the necessary command line, run the batch command in the second window.

8. In the second command prompt window, navigate to the bin directory in the Integrated Operational Planning installation directory, and run initializesystem to load data into the Integrated Operational Planning database.

   Enter the following commands in the second window:

   • cd INSTALL_ROOT/bin

     where INSTALL_ROOT is the Integrated Operational Planning installation directory

   • initializesystem -u IOP_ADMIN_USER-p IOP_ADMIN_PASSWORD

     where

     IOP_ADMIN_USER is aShared Services user with the Integrated Operational Planning Administrator provision and

     IOP_ADMIN_PASSWORD is the password of IOP_ADMIN_USER.