About This Document

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

• Planning

• Oracle Hyperion Foundation Services

• Oracle Hyperion Calculation Manager

• Oracle Essbase

• Oracle Hyperion Financial Reporting

• Oracle Smart View for Office

• Required products including Oracle Database, and Oracle WebLogic Server

Deployment Requirements

Server

Table 1-1 Server Requirements

Requirement	Description
Server Operating System	Windows Server 2019 or Windows Server 2016 (Windows 2016 support is available in Release 11.2.1).
Processor	x64
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 2016 or 2019 (to support Oracle Smart View for Office)

User Account

Use a generic Windows user account, for example, epm_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

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 Windows 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:

• Step 1: Downloading Installation Files

• Step 2: Installing and Configuring Oracle Database
• Step 3: Installing the Planning Domain
• Step 4: Creating Infrastructure Schemas Using Repository Creation Utility
• Step 5: Configuring the Planning Domain
• Step 6: Verifying Planning Domain Deployment

Step 1: Downloading Installation Files

This section explains how to download Oracle Database 12c Standard Edition 2 and Oracle Enterprise Performance Management System product download files and get them ready. You can download files simultaneously. Using a T1 connection, downloading files takes approximately 20 minutes. You must also download Oracle Smart View for Office from Oracle Technology Network.

To download from Oracle Software Delivery Cloud:

1. Create a folder named epm_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.

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

5. Download files to install Oracle Database.

   1. In the search box, search for Oracle Database 12c Standard Edition 2 and click Search.

   2. In the Results section, select Oracle Database 12c Standard Edition 2 12.2.0.1.0 (Oracle Database Standard Edition 2), and then click Add to Cart.

      
      
      

6. Download files to install EPM System Oracle Hyperion Financial Management domain.

   1. Click Clear to clear the Search selection.

   2. In the search box, enter Oracle Enterprise Performance Management System 11.2, and then click Search.

   3. In Results, select the following files and then click Add to Cart.

      
      
      
      • Oracle Enterprise Performance Management System - Client Installers 11.2.0.0.0
      • Oracle Enterprise Performance Management System - Installation Documents and Readmes 11.2.0.0.0
      • Oracle Enterprise Performance Management System - Oracle HTTP Server 11.2.0.0.0
      • Oracle Enterprise Performance Management System - Part 1 11.2.0.0.0
      • Oracle Enterprise Performance Management System - Part 2 11.2.0.0.0
      • Oracle Enterprise Performance Management System - Part 3 11.2.0.0.0
      • Oracle Enterprise Performance Management System - Part 4 11.2.0.0.0
      • Oracle Enterprise Performance Management System - Part 5 11.2.0.0.0
      • Oracle Enterprise Performance Management System - Part 6 11.2.0.0.0
7. Click Checkout.
8. In the Platform/Languages column, for each row, select Microsoft Windows x64 (64-bit) if it's not already selected, and then click Continue.
9. Review and accept the Oracle Standard Terms and Restrictions and then click Continue.
10. Use the download manager to download files: Select the check boxes next to the desired files, click Download, select a download location, and then click Save. The single use download manager is saved to your computer.
11. From the download location, run the executable file. Browse to save the files in epm_downloads and then click Next.
    
    
12. When the download is complete, close the Download Manager.

13. Using a program such as 7-Zip, extract the contents of the each of the ZIP files to epm_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 SmartView for Office.

3. Click Download Now, accept the license agreement and then click Download.

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

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

Step 2: Installing and Configuring Oracle Database

To install and configure Oracle Database:

1. Using Windows Explorer, navigate to epm_downloads\database, and then double-click setup.exe to launch the installer.

2. In Configure Security Updates, clear I wish to receive security updates via My Oracle Support, and then click Next.

   A warning that you did not provide an email address is displayed.

   
   
   

3. In Email Address Not Specified, click Yes.

4. In Select Installation Option, ensure that Create and configure a database is selected, and then click Next.
   
   
5. In Select System Class, select Desktop class, and then click Next.
   
   
6. In Specify Oracle Home User, select Use Virtual Account, and then click Next.
   
   
7. In Typical Install Configuration, enter the following details. Keep default values for all other fields. Click Next when you are done.

   • Database eddition—Select Enterprise Edition (6.0GB).

   • Global database name—Set to epm.

   • Password—Enter the deployment password.

   • Confirm password—Reenter the deployment password.

   
   
   
8. In Summary, click Install.
   
   
9. In Finish, click Close.
   
   
10. After installation is complete, create a database user named epm_user, and assign roles and privileges and set parameters.

    • On your server, from the Start menu, select Oracle-OraClient18c32_user_name (for 32-bit) or Oracle-OraClient18c64_user_name (for 64-bit), and then SQL Plus.

    • For Enter user name, enter SYS as SYSDBA.

    • For Password, enter the deployment password.

    • Create a database user named epm_user, identified by the deployment password, by executing this statement: create user epm_user identified by DEPLOYMENT_PWD;. Remember to replace DEPLOYMENT_PWD with your actual deployment password.

    • Grant privileges to epm_user by entering the following command:

      grant CREATE ANY SYNONYM, CREATE CLUSTER, CREATE INDEXTYPE, CREATE PROCEDURE, CREATE SEQUENCE, CREATE SESSION, CREATE TABLE, CREATE TRIGGER, CREATE TYPE, CREATE VIEW, DROP ANY SYNONYM to epm_user;

    • Set parameters:

      ALTER SYSTEM SET processes=2000 SCOPE=SPFILE;
      ALTER SYSTEM SET OPEN_CURSORS=5000 SCOPE=SPFILE;
      ALTER SYSTEM SET SESSION_CACHED_CURSORS=200 SCOPE=SPFILE;
      ALTER SYSTEM SET SESSIONS=2000 SCOPE=SPFILE;

    • The sqlnet.ora file in the database server (in %ORACLE_HOME%\product\xx.x.x\dbhome_1\network\admin\sqlnet.ora) should have the following setting: sqlnet.expire_time=10
    • Set the max_string_size setting to standard.

After setting parameters, restart Oracle Database (both the Listener and the Oracle Database service).

Step 3: Installing the Planning Domain

To install the Oracle Hyperion Planning domain of Oracle Enterprise Performance Management System:

1. In Windows Explorer, navigate to the epm_downloads folder, and then double-click installTool.cmd.
2. In EPM System Installer, select a language, and then click OK.
   
   
3. In Welcome, verify that your system has passed all prerequisite checks, and then click Next.
   
   
4. In Destination keep the default value, and then click Next.
   
   
5. In Installation Type, ensure that New installation is selected, and then select Next.
   
   
6. In Product Selection, clear (uncheck) Uncheck all, make the following selections, and then click Next:
   1. Under Foundation Services, select Foundation Components, Foundation Services Java Web Applications, Oracle Database Client 32-bit, Oracle Database Client 64-bit, and Calculation Manager Java Web Application.
   2. Under Essbase, select Essbase Administration Services Java Web Application and Essbase Server.
   3. Under Financial Reporting, select Financial Reporting Java Web Application.
   4. Under Planning, select Planning Java Web Application.
   5. Financial Management and the required component Financial Management SDK are automatically selected because Financial Reporting requires some Financial Management common libraries to function.
   
   
   
7. In Confirmation, click Next.
   
   
8. In Progress, monitor the installation status
9. In Summary, click Finish.
   
   
10. Install Oracle Smart View for Office:
    1. Close all Microsoft Office applications.
    2. Browse to epm_downloads, and then double-click SmartView.exe to start the installation wizard.
    3. Select a destination folder for Smart View, and then click OK.
    4. When installation is complete, click OK.

Step 4: Creating Infrastructure Schemas Using Repository Creation Utility

The Repository Creation Utility (RCU) is used to create schemas to support Oracle Enterprise Performance Management System Java web applications.

To run RCU and update RCU schema properties:

1. Navigate to C:\Oracle\Middleware\oracle_common\bin and launch rcu.bat.
2. On the Welcome page, click Next.
   
   
3. In Create Repository, ensure that Create Repository and System Load and Product Load are selected, and then click Next.
   
   
4. On the Database Connection Details page, specify the host, port, fully qualified service name, a user with DBA or SYSDBA, privileges, such as sys, and password, and then click Next. When the prerequisite check is completed, click OK.
   
   
5. On the Select Components page, perform these tasks, and then click Next:

   • Select Create new prefix and provide a prefix. Oracle recommends that you use the same prefix for the EPM System database user and for the RCU database, such as EPM.

   • Expand AS Common Schemas and select all the options.
   • Clear the selection for Oracle Data Integrator if Oracle Data Integrator is listed.

   
   
   

   When the prerequisite check is completed, click OK.

6. On the Schema Passwords page, select Use same passwords for all schemas. Enter a password in Password and Confirm Password, make a note of it, and then click Next.
   
   
7. On the Map Tablespaces page, click Next, and then click OK to create tablespaces. When the prerequisite check is completed, click OK.
   
   
8. On the Summary page, review the selections, and then click Create.
   
   
9. On the Completion Summary page, click Close.
   
   
10. Navigate to C:\Oracle\Middleware\EPMSystem11R1\common\config\11.1.2.0\RCUSchema.properties and open it in a text editor.
11. Provide the database details and then save the file.
    • sysDBAUser—The sysdba user for RCU
    • sysDBAPassword—The sysdba password for RCU
    • rcuSchemaPassword—RCU schema password created while running RCU
    • schemaPrefix—The schema prefix used to create RCU.
    • dbURL—For example: dbURL=jdbc:oracle:thin:@hostname:port/epm.example.com

    
    
    

Step 5: Configuring the Planning Domain

To configure the Oracle Hyperion Planning domain:

1. From the Start menu, select Oracle EPM System, and then EPM System Configurator (all instances).
2. In EPM Oracle Instance, click Next to use the default values.
   
   
3. In Shared Services and Registry Database Connection, enter the following information, and then click Next. Use default values for all remaining fields and selections.

   • Service Name or SID––Enter epm.

   • User Name––Enter epm_user.

   • Password––Enter the deployment password.

   
   
   
4. In Configuration, ensure that the following configuration tasks are selected, and then click Next to configure the selected products.
   
   
5. In Configure Common Settings, click Next to use the default values.
   
   
6. In Configure Database, use the default values, and then click Next.
   
   
7. In Deploy to Application Server – Specify WebLogic Domain Information, enter the following values, and then click Next. Use the default values in the remaining fields.

   • Administrator Password––Enter the deployment password.

   • Confirm Administrator Password––Reenter the deployment password.

   
   
   
8. In Deploy to Application Server: Oracle WebLogic, click Next to use the default selections.
   
   
9. In Configure Essbase Server, select a language in Set the language to be used by Essbase (ESSLANG), and then click Next.
   
   
10. In Financial Reporting – Configure RMI Ports, click Next to use the default values.
    
    
11. In Planning - Configure RMI Server, click Next to use the default values.
    
    
12. In Configure Web Server, select Embedded WebLogic HTTP Server, and then click Next.
    
    
13. In Set Shared Services Admin User and Password, enter the deployment password in Password and Re-type Password, and then click Next.
    
    
14. In Confirmation, click Next to initiate the deployment process.
    
    
    
15. In Summary, click Finish.
    
    
16. Start WebLogic Administration Server: Launch C:/Oracle/Middleware/user_projects/domains/EPMSystem/bin/startWeblogic.cmd.
17. Start Oracle Enterprise Performance Management System: From the Start menu, select Oracle EPM System, and then Start EPM System.
18. Confirm that processes are running by viewing Windows services. In Services, verify that the Oracle Hyperion services startup status match those indicated in the following screen shot.
    
    

Step 6: Verifying Planning Domain Deployment

To verify Oracle Hyperion Planning domain deployment:

1. Run Oracle Hyperion Enterprise Performance Management System Diagnostics: From the Start menu, select Oracle EPM System, and then EPM System Diagnostics.
2. Verify that you can access Oracle Hyperion Enterprise Performance Management Workspace and Planning Administration.
   1. From the Start menu, select Oracle EPM System, and then Workspace URL.
   2. In Logon, enter:

      • User Name—Enter admin.

      • Password—Enter the deployment password.

   3. Click Log On.
      
      
      
   4. Select Navigate, then Administer, and then Planning Administration.

      Click OK if a warning about compatibility settings is displayed.

      Planning Administration is displayed.

      
      
      

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Title and Copyright Information

Oracle Hyperion Planning Rapid Deployment of Oracle Hyperion Planning in Development Environments

F12162-03

September 2020

Copyright © 2012, 2020, Oracle and/or its affiliates. 

Primary Author: EPM Information Development Team

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