Oracle

Configuring Oracle EPM 11.2

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The new software for Oracle Hyperion 11.2 was downloaded from Oracle and installed onto a Microsoft Windows 2019 Server. All of the necessary binaries for Hyperion 11.2 “Oracle Hyperion Planning Plus 11.2.0.0.0” have to be laid down onto the Server in the appropriate location. The SQL Server 2016 databases have been created and valid properties set as needed. Now we are ready for the configuration process. During the configuration process, we will point out some of the changes from 11.1.2.4. we will utilize the following approach.

  • Verify Databases and Logins have been created
  • Run RCU utility and configure properties file
  • Configure Software
    1. Shared Services
    2. Calculation Manager
    3. Finical Reporting
    4. FDMEE
    5. Planning
    6. Essbase
    7. Web Server
  • Start Services
  • Run Diagnostics tool to verify the install
  • Log in to Workspace and verify access to all installed products.

Verify Database and Logins have been Created

Before proceeding, verify that all of the needed databases and Logins have been configured correctly.

Run RCU utility and configure properties file

In previous releases, you only needed to run the RCU if you installed and configured select modules. In 11.2 you must run the RCU utility for the configuration to work. In SQL Server you will need to create a Database and set properties. Notes for using RCU are here.

After running the RCU you will need to update the RCUSchema.properties file.

001

Navigate to C:\Oracle\Middleware\oracle_common\bin\rcu.bat, Right Click and Run as Administrator. Click Next until you get to the Database Info page

002

Update the connection information.

003

Select only needed items (select everything and then unselect ODI)

004

Set the Password and take the defaults for the rest of the items until the utility is complete.

005

Navigate to “C:\Oracle\Middleware\EPMSystem11R1\common\config\11.1.2.0” and edit the RCUSchema.properties and update the information as needed. After the first execution, the plain text information will be encrypted in the file.

sysDBAPassword=PasswordUsed
schemaPrefix=DEV
rcuSchemaPassword= PasswordUsed
dbURL=jdbc\:weblogic\:sqlserver\://WIN-MCI7H13FI9F\:1433;databaseName\=EPM_RCU
sysDBAUser=sa

When this has completed you now have the necessary structures to actually start the configuration of Hyperion EPM 11.2.

Configure Software

Let’s start the Configuration Process on our server.

006

Navigate to directory C:\Oracle\Middleware\EPMSystem11R1\common\config\11.1.2.0, right-click on configTool.cmd and select Run as Administrator

007

The Oracle splash screen with popup

The initial configuration screen then appears.

008

Verify the path and instance name, Click Next

Configure Shared Services

Now we configure Shared Services

009

In this install, we are using SQL Server 2016. Fill out the connection information, click Next.

010

Uncheck “Check All”, select the first 3 items on Hyperion Foundation, Click Next

011

If you have a Mail Server fill in the information now. I will just Click Next

012

Fill out the Domain information. Make note of the password.

013

Uncheck the “Deploy the Java web applications to a single managed server”, Click Next

014

Enter a password for admin, Click Next. This is the admin user for the workspace. When the confirmation page comes up Click Next.

015

Now that we have a good return Click Task Panel

Configure Calculation Manager

016

Uncheck “Check All” and select Calculation Manager Items, Click Next

017

Enter the correct Database information for DB Name, Username, and Password, Click Next.

018

Verify Domain information, Click Next

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019

After the configuration is complete, Click Task Panel

Configure Financial Reporting

020

Uncheck “Check All” and select Financial Reporting items, Click Next

021

Change the information for DB Name, Username, and Password, Click Next

022

Verify RMI ports, Click Next. When the confirmation page appears Click Next

023

After the configuration is complete, Click Task Panel

Configure Planning

023a

Uncheck “Check All” and select Planning items.

024

Change information for DB Name, Username and Password, Click Next

025

Verify Domain information, Click Next

026

Verify information, Click Next

027

Verify information, Click Next. When the confirmation page appears Click Next

028

Now Planning is configured, Click Task Panel

Configure FDMEE

029

Uncheck “Check All” and select the FDMEE items, Click Next

030

Verify Domain information, Click Next

031

Verify information, Click Next. When the confirmation page appears Click Next.

032

Click Task Panel

Configure Essbase

033

Uncheck “Check All” and select the Essbase items, Click Next

034

Change information for DB Name, Username and Password, Click Next

035

Verify Domain information, Click Next

036

Verify information, Click next.

037

Verify information, Click Next. When the Confirmation page appears Click Next

038

Click Task Panel

Configure Web Server

039

Uncheck “Check All”, Select Configure Web Server and Configure Logical Address for Web Applications, Click Next

040

Click Next, when the confirmation page appears Click Next

041

Verify good configuration, Click Finish

Start Services

Normally I would set all of the newly created services to Manual and create a script to start and stop the services as needed. In the environment, I left the Automatic and have just rebooted the server.

042

Note that all of the services are running.  If they are not running then start them up.

I also have started the Oracle HTTP server manually

043

Open a command prompt and navigate to C:\Oracle\Middleware\user_projects\httpConfig\ohs\bin and executed the command “startComponent.cmd ohs_component”. When prompted I entered the password for epm_admin we created during the configuration process.

Run The Diagnostics Tool

From the Windows server execute the EPM System Diagnostics command

044

Review the results. They should all be green.

045

Log in to Workspace and Verify Access To All Installed Products

046

Log in to the Workspace with the admin account created during the installation.

047

Select each product and verify

048

049

050

So far, we have covered:

Stay tuned for upcoming blogs in a series covering:

  • Migrating from 11.1.2.4 to Oracle EPM 11.2 Planning, HFM, FDMEE & RAA

 

About the Author

Anthony Taliaferro is A Senior Technical Consultant with Perficient's EPM practice. He is also an Oracle University certified instructor teaching ODI, FDMEE as well as the EPM installation and configuration classes.

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