Oracle® Enterprise Performance Management System

Rapid Deployment of Oracle Hyperion Financial Management in Development Environments

Release 11.1.2.4

Copyright © 2012, 2015, Oracle and/or its affiliates. All rights reserved.

Updated: April 2015

Authors: EPM Information Development Team

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Table of Contents:

About This Document

Deployment Requirements

Deployment Process

Step 1: Downloading Installation Files

Step 2: Installing and Configuring Financial Management Domain

Step 3: Verifying Financial Management Domain Deployment

About This Document

This document presents recommended steps to build a typical Oracle Hyperion Financial Management development environment on a single server running Microsoft Windows. This deployment is not intended for use in a production environment. A typical Financial Management development environment comprises the following products:

- Financial Management

- Oracle Hyperion Financial Reporting

- Oracle Smart View for Office

- Required products including Oracle Database and Oracle WebLogic Server

Deployment Requirements

Server

Table 1. Server Requirements

Requirement

Description

Server Operating System

Windows 2008 R2 x64

Processor

Quad core

Memory

16 GB RAM

Disk

200 GB Disk

Other Software

- A program, such as 7-Zip or WinZip, to extract the contents of media packs

- Microsoft Office 2010 (to support Smart View)

User Account

Use a generic Windows user account, for example, epmrapid_user , that satisfies the following requirements. This account is referred to as deployment account throughout this document:

- The deployment account is a member of the Administrators group on the server on which you are deploying this domain.

- The following local security policies are assigned to the deployment account. By default, these policies are granted to members of the Administrators group:

- Act as part of the operating system

- Bypass traverse checking

- Log on as a batch job

- Log on as a service

- User account control is disabled for the deployment account

The password that you select for this account will be used as the password for Oracle Database Administrator, Oracle Database User, WebLogic Administrator, and EPM Administrator. This password is referred to as the deployment password throughout this document.

The deployment password must conform to these guidelines:

- Contain at least one uppercase letter

- Contain at least one numeral

- Be at least eight characters long

- Contain no special characters

An example of an acceptable deployment password is 1Rapidepm .

Verifying Local Security Policy Assignments

To verify that local security policies are assigned to the deployment account:

1. Log on to the server using the deployment account.

2. On the server, click Start , then Administrative Tools , and then Local Security Policy .

3. In Local Security Policy , expand Local Policies , and then select User Rights Assignment .

4. Verify that the security setting for the policies highlighted in the following screen shot includes the Administrators group. Double-click the security setting of the policy to view its properties and assignments.

Disabling User Account Control

To turn off user account control:

1. Log on to the server using the deployment account.

2. On the server, click Start , and then Control Panel .

3. In Control Panel, click User Accounts , and then User Accounts .

4. In Make changes to your user account , click Change User Account Control settings .

5. Drag the user account control slider to Never Notify .

6. Click OK .

Server Name

You must know your server name to complete the deployment process. Determine the name of your server by entering hostname in a command prompt. The name of your server is referred to as the HostName throughout this document.

Deployment Process

The deployment process involves the following steps and takes approximately three hours:

- Step 1: Downloading Installation Files

- Step 2: Installing and Configuring Financial Management Domain

- Step 3: Verifying Financial Management Domain Deployment

Step 1: Downloading Installation Files

This section explains how to download Oracle 11 g Database (Version 11.2.0.1.0) and Oracle Enterprise Performance Management System product media packs and get them ready. You can download media packs simultaneously. Using a T1 connection, downloading media packs takes approximately 65 minutes. You must also download Smart View from Oracle Technology Network.

To download media packs from Oracle Software Delivery Cloud:

1. Create a folder named EPM_rapid_downloads on your server. The file path should not contain spaces.

2. Using a browser, go to http://edelivery.oracle.com .

3. On the Oracle Software Delivery Cloud, click Sign In/Register .

4. In Sign In , enter your Oracle Software Delivery Cloud user name and password, and then click Sign In .

5. In Terms & Restrictions , read and accept the Trial License and Export Restrictions agreements, and then click Continue .

6. Download part numbers to install Oracle Database 11 g .

a. In Media Pack Search , search for Oracle Database product pack for Microsoft Windows x64 (64-bit) , and then select Go .

b. In the Results section, select Oracle Database 11g Release 2 (11.2.0.1.0) Media Pack for Microsoft Windows x64 (64-bit) , and then click Continue .

c. Download the following part numbers to EPM_rapid_downloads .

Table 2. Database Part Numbers to Download

Part Number

Name

V20610-01 Part 1 of 2

Oracle Database 11 g Release 2 (11.2.0.1.0) for Microsoft Windows x64 (64-bit) (Part 1 of 2)

V20610-01 Part 2 of 2

Oracle Database 11 g Release 2 (11.2.0.1.0) for Microsoft Windows x64 (64-bit) (Part 2 of 2)

7. Download part numbers to install Oracle Enterprise Performance Management System Financial Management domain.

a. From the browser, navigate back to Media Pack Search .

b. In Media Pack Search , search for Oracle Enterprise Performance Management System for Microsoft Windows x64 (64-bit) platform, and then click Go to start the search.

c. In Results , select Oracle Enterprise Performance Management (11.1.2.4.0) Media Pack for Microsoft Windows x64 (64-bit) , and then click Continue .

d. Download the following part numbers to EPM_rapid_downloads .

Table 3. EPM System Part Numbers to Download

Name

EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 1

EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 2

EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 3

EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 4

EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 5

EPM System Release 11.1.2.4.0 Client Installers for Microsoft Windows

8. Using a program, for example 7-Zip, extract the contents of EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 1 into EPM_rapid_downloads .

To download Smart View:

1. Using a browser, go to www.oracle.com/technetwork/middleware/smart-view-for-office/downloads/index.html .

2. Click Oracle Hyperion SmartView for Office .

3. Accept the license agreement and click Download Now .

4. Click Save File , browse to EPM_rapid_downloads , and then click Save .

5. Using a program, for example 7-Zip, extract the contents of the Oracle Smart View for Office ZIP file into EPM_rapid_downloads .

Step 2: Installing and Configuring Financial Management Domain

To install and configure Financial Management domain:

1. In Windows Explorer, navigate to the EPM_rapid_downloads folder, and then double-click wizard.cmd .

2. On the Deployment panel, select Rapid Financial Management Deployment and then click Next .

3. On the Settings panel, complete these steps:

a. In Installation Location , specify the location where you want to install the Financial Management domain. The default location is C:/Oracle .

b. In Deployment Password and Confirm Deployment Password , enter the deployment password .

c. Click Next .

4. In prerequisite check, click Next .

5. In Confirmation , click Next .

6. In Summary , click Finish .

Step 3: Verifying Financial Management Domain Deployment

To verify Financial Management domain deployment:

1. Verify that you can access Oracle Hyperion Enterprise Performance Management Workspace and Oracle Hyperion Financial Management.

a. Select Start , then All Programs , then Oracle EPM System , then epmsystem1 , then Workspace , and then Workspace URL .

b. In Logon :

- User Name —Enter admin .

- Password —Enter the deployment password .

c. Click Log On .

2. Select Navigate , then Administer , and then Consolidation Administration . Click OK if a warning about compatibility settings is displayed. Consolidation Administration is displayed.

3. Verify that you can access Oracle Hyperion Financial Reporting Studio.

a. Select Start , then All Programs , then Oracle , then Financial Reporting Studio 11.1.2.4.000 , and then Financial Reporting Studio 11.1.2.4.000 .

b. In Logon , enter the following information, and then click OK .

- User ID —Enter admin .

- Password —Enter the deployment password .

- Server URL —Enter http:// HostName :9000 .

Oracle Enterprise Performance Management System - Rapid Deployment of Oracle Hyperion Financial Management in Development Environments

epm_hfm_rapid_deploy