Post–Installation Procedures

After you install OPatch, you must do the following procedures to use the feature:

  To perform the following steps, after you install OPatch:

  1. Run the SQL Scripts to update the Database. See the section called “Updating WLSIO Timeouts”.

  2. Download the EIOPA Taxonomy. See the section called “Registering EIOPA Taxonomy”.

  3. Register the Taxonomy. See the section called “Registering EIOPA Taxonomy”.

  4. Download the DPM Workbook. See Accessing the DPM Workbook.

  5. Download Arelle. See Downloading the Arelle XBRL Application.

  6. Download or get the Mapping file from Financial Management. See Changing the Mapping Options.

  7. Configure Proxy Settings. See Checking the Proxy Settings.

Changing the JVM Memory Settings

Open the Registry Editor on the server running Disclosure Management

Go to HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\DisclosureManagement0\HyS9Disclosure_epmsystem1 and find the JVMOption for JVM Maximum memory and ensure that the value is set to -Xmx5096m. If more than 100 thousand rows of data exist, then you might need to increase this value.

Updating WLSIO Timeouts

Some publish flows may take a long time, and the HTTP server might return a timeout error to the client. If you use the Oracle HTTP Server and specified the HTTP port 19000 (the default HTTP port) as the server port in Disclosure Management Options, complete the following migration prerequisite steps. The steps enable you to change the timeout period to 7200 seconds (2 hours). To complete the server prerequisite steps:

  To update the WLSIO Timeouts complete the following server prerequisite steps:

  1. Go to the server where the Oracle HTTP server is running.

  2. Open mod_wl_ohs.conf in:

    MW_HOME/user_projects_domain_name/httpConfig/ohs/config/OHS/ohs_component

  3. Look for the following entries, and modify or set the WLIOTimeoutSecs value to 7200 as in the following example:

    <LocationMatch ^/discman/>
        SetHandler weblogic-handler
        WeblogicCluster FRED9.us.oracle.com:8600
        WLIOTimeoutSecs 7200
    </LocationMatch>
    </LocationMatch ^/discmanwebservices/>
         SetHandler weblogic-handler
         WeblogicCluster FRED9.us.oracle.com:8600
         WLIOTimeoutSecs 7200
    </LocationMatch>
    /LocationMatch ^/mappingtool/>
        SetHandler weblogic-handler
        WebLogicCluster FRED9.us.oracle.com:8600
        WLIOTimeoutSecs 7200
    </LocationMatch>
    
  4. If your OHS is configured to receive SSL, look for the following entries and then modify or set the WLProxySSL value to OFF as in the following example:

    </LocationMatch ^/discmanwebservices/>
         SetHandler weblogic-handler
         WeblogicCluster <server>:<port>
         WLProxySSL OFF
    </LocationMatch>
    
  5. Restart the Oracle Process Manager.

  To complete the client prerequisite steps:

  1. Go to the machine where the Disclosure Management Client will be running.

  2. Close all Microsoft Office related products.

  3. Open the Registry Editor.

  4. Go to HKEY_CURRENT_USER/Software/Oracle/Disclosure Management.

  5. Add or modify the registry entry WebServicesTimeout to 7200.

Executing the SQL Scripts

  To execute the SQL scripts:

  1. From the Opatch that was unzipped, the SQL scripts are in: files/database/<DB USED> related to OPatch

    Depending on your database, <DB USED> can be Oracle, DB2, or MSSQL.

    Open create_qmr.sql using JDeveloper or SQL Plus, and execute the script against the database used by Disclosure Management.

  2. Restart the DM Service:

    1. Log on to the server on which Disclosure Management is running.

    2. Open Services Control Panel.

    3. Look for Oracle Hyperion Disclosure Management-Java Web Application (epmsystem1).

    4. Restart the Service.

Registering a Taxonomy

For general instructions on how to register taxonomy, see the section called “Registering and Viewing the XBRL Taxonomy Structure”

Registering EIOPA Taxonomy

This section contains specific instructions on how to register an EIOPA taxonomy. This is additional information to section the section called “Registering and Viewing the XBRL Taxonomy Structure”

To obtain the Solvency II taxonomy required by the Oracle Quantitative Management and Reporting for Solvency II (QMR) application, follow these steps below.

Note:

The text <date-version> in some of the filenames refer to the version of the taxonomy, for an example: 2014-12-23-2.0.1.

  To register an EIOPA taxonomy:

  1. Go to the Reporting Formats page on the EIOPA website: https://eiopa.europa.eu/regulation-supervision/insurance/reporting-format

  2. Download the latest version of the taxonomy in the Reporting Formats Page. You can refer to the latest taxonomy link: https://eiopa.europa.eu/Publications/Reports/SII-Preparatory-2014-12-23-v1.5.2.b.zip

    Note:

    The latest version of the taxonomy is 2.0.1. If you are downloading 2.0.1 taxonomy package, there is no need to do the steps 3 to 8 below. You can proceed ahead to "Uploading Taxonomy to the Server" section. For older taxonomies, follow instructions steps 3 to 8 below to package the taxonomy.

  3. Unzip the file to a temporary location <EIOPA_PREP>.

  4. From the temporary location, you can navigate to the following location: <EIOPA_PREP>/SII-Preparatory-<date-version>/taxonomy to find these three zip files.

    1. SII-Preparatory-Frameworks-<date-version>.zip

    2. SII-Preparatory-Dictionary-<date-version>.zip

    3. eurofiling.info.solvencyII.zip

  5. Unzip the three files in the current directory and you'll get these three directories:

    1. SII-Preparatory-Frameworks-<date-version>

    2. SII-Preparatory-Dictionary-<date-version>

    3. eurofiling.info.solvencyII

  6. In SII-Preparatory-Dictionary-<date-version> there is a eiopa.europa.eu folder. Copy the eiopa.europa.eu folder into SII-Preparatory-Frameworks-<date-version>.

  7. In eurofiling.info.solvencyII there is a www.eurofiling.info folder. Copy the www.eurofiling.info folder into SII-Preparatory-Frameworks-<date-version>.

  8. Zip the SII-Preparatory-Frameworks-<date-version> folder again.

    After completing the above steps, you can upload and register the taxonomy to the server. See the section called “Uploading Taxonomy to the Server”

Uploading Taxonomy to the Server

  To upload Taxonomy to the Server:

  1. Log on to the Server, where Disclosure Management is running.

  2. Unzip the taxonomy package into the following directory: MW_HOME/user_projects/epmsystem1/DisclosureManagement/discman1/XbrlFiles

  3. Open mappingtool.properties from the following location: MW_HOME/user_projects/epmsystem1/DisclosureManagement/discman1/config

  4. Edit and add the following entries as shown below.

    Ensure that there is no conflict in numbers for the entries.

    For example: taxonomy_25.prefix should not be present elsewhere. The sample entries below are shown for 2014-12-23-1.5.2.b version of the SII taxonomy.

    taxonomy_8.prefix = SII Taxonomy v1.5.2.b

    taxonomy_8.entryPoint_1 = SII-Preparatory-Frameworks-2014-12-23-v1.5.2.b/eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/qrs.xsd

    taxonomy_8.schemaRef_1 = http://eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/qrs.xsd

    taxonomy_8.label_1 = SII Taxonomy v1.5.2.b

    taxonomy_9.prefix = SII Taxonomy v1.5.2.b

    taxonomy_9.entryPoint_1 = SII-Preparatory-Frameworks-2014-12-23-v1.5.2.b/eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/qrg.xsd

    taxonomy_9.schemaRef_1 = http://eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/qrg.xsd

    taxonomy_9.label_1 = SII Taxonomy v1.5.2.b

    taxonomy_10.prefix = SII Taxonomy v1.5.2.b

    taxonomy_10.entryPoint_1 = SII-Preparatory-Frameworks-2014-12-23-v1.5.2.b/eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/ars.xsd

    taxonomy_10.schemaRef_1 = http://eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/ars.xsd

    taxonomy_10.label_1 = SII Taxonomy v1.5.2.b

    taxonomy_11.prefix = SII Taxonomy v1.5.2.b

    taxonomy_11.entryPoint_1 = SII-Preparatory-Frameworks-2014-12-23-v1.5.2.b/eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/arg.xsd

    taxonomy_11.schemaRef_1 = http://eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/arg.xsd

    taxonomy_11.label_1 = SII Taxonomy v1.5.2.b

    The sample entries below are shown for 1.5.2.c version of the SII taxonomy.

    taxonomy_12.prefix = SII Taxonomy v1.5.2.c

    taxonomy_12.entryPoint_1 = EIOPA_SolvencyII_Preparatory_XBRL_Taxonomy_152c/eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/qrs.xsd

    taxonomy_12.schemaRef_1 = http://eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/qrs.xsd

    taxonomy_12.label_1 = SII Taxonomy v1.5.2.c

    taxonomy_13.prefix = SII Taxonomy v1.5.2.c

    taxonomy_13.entryPoint_1 = EIOPA_SolvencyII_Preparatory_XBRL_Taxonomy_152c/eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/qrg.xsd

    taxonomy_13.schemaRef_1 = http://eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/qrg.xsd

    taxonomy_13.label_1 = SII Taxonomy v1.5.2.c

    taxonomy_14.prefix = SII Taxonomy v1.5.2.c

    taxonomy_14.entryPoint_1 = EIOPA_SolvencyII_Preparatory_XBRL_Taxonomy_152c/eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/ars.xsd

    taxonomy_14.schemaRef_1 = http://eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/ars.xsd

    taxonomy_14.label_1 = SII Taxonomy v1.5.2.c

    taxonomy_15.prefix = SII Taxonomy v1.5.2.c

    taxonomy_15.entryPoint_1 = EIOPA_SolvencyII_Preparatory_XBRL_Taxonomy_152c/eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/arg.xsd

    taxonomy_15.schemaRef_1 = http://eiopa.europa.eu/eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/arg.xsd

    taxonomy_15.label_1 = SII Taxonomy v1.5.2.c

  5. Open qmr.properties in MW_HOME/user_projects/epmsystem1/DisclosureManagement/discman1/config.

  6. You must ensure to add the following entries. For example, 2014-12-23-1.5.2.b version of the taxonomy is shown below.

    Note: The following entry SII Taxonomy v1.5.2.b should match the taxonomy_nn.prefix in the mappingtool.properties file. For 1.5.2.b version of the taxonomy, sample entries are shown below.

    supportedTaxonomyVersion = SII Taxonomy v1.5.2.b

    arg.version = SII Taxonomy v1.5.2.b

    arg.friendlyName = SII Taxonomy v1.5.2.b

    arg.name = Annual.Group

    arg.tns = http://eiopa.europa.eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/arg

    ars.friendlyName = SII Taxonomy v1.5.2.b

    ars.name = Annual.Solo

    ars.tns = http://eiopa.europa.eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/ars

    ars.version = SII Taxonomy v1.5.2.b

    qrg.friendlyName = SII Taxonomy v1.5.2.b

    qrg.name = Quarterly.Group

    qrg.tns = http://eiopa.europa.eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/qrg

    qrg.version = SII Taxonomy v1.5.2.b

    qrs.friendlyName = SII Taxonomy v1.5.2.b

    qrs.name = Quarterly.Solo

    qrs.tns = http://eiopa.europa.eu/xbrl/s2md/fws/solvency/solvency2/2014-12-23/mod/qrs

    qrs.version = SII Taxonomy v1.5.2.b

    For 1.5.2.c version of the taxonomy, sample entries are shown below.

    Note: The following entry Solvency II V1.5.2c Taxonomy should match the taxonomy_nn.prefix in the mappingtool.properties file.

    supportedTaxonomyVersion = Solvency II V1.5.2c Taxonomy

    qrs152c.version = Solvency II V1.5.2c Taxonomy

    qrs152c.friendlyName = Solvency II V1.5.2c Quarterly Solo

    qrs152c.name = quarterly.solo

    qrs152c.tns = http://eiopa.europa.eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/qrs

    qrg152c.friendlyName = Solvency II V1.5.2c Quarterly Group

    qrg152c.name = quarterly.group

    qrg152c.tns = http://eiopa.europa.eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/qrg

    qrg152c.version = Solvency II V1.5.2c Taxonomy

    ars152c.name = annual.solo

    ars152c.tns = http://eiopa.europa.eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/ars

    ars152c.friendlyName = Solvency II V1.5.2c Annual Solo

    ars152c.version = Solvency II V1.5.2c Taxonomy

    arg152c.tns = http://eiopa.europa.eu/xbrl/s2md/fws/solvency/solvency2/2015-02-28/mod/arg

    arg152c.version = Solvency II V1.5.2c Taxonomy

    arg152c.name = annual.group

    arg152c.friendlyName = SII Taxonomy v1.5.2.c Annual Group

  7. Re-Start the Disclosure Management Server.

  8. End of Taxonomy Registration on the Server.