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.

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

Update the connection information.

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

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

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.

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

The Oracle splash screen with popup

The initial configuration screen then appears.

Verify the path and instance name, Click Next

Configure Shared Services

Now we configure Shared Services

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

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

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

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

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

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

Now that we have a good return Click Task Panel

Configure Calculation Manager

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

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

Verify Domain information, Click Next

After the configuration is complete, Click Task Panel

Configure Financial Reporting

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

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

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

After the configuration is complete, Click Task Panel

Configure Planning

Uncheck “Check All” and select Planning items.

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

Verify Domain information, Click Next

Verify information, Click Next

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

Now Planning is configured, Click Task Panel

Configure FDMEE

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

Verify Domain information, Click Next

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

Click Task Panel

Configure Essbase

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

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

Verify Domain information, Click Next

Verify information, Click next.

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

Click Task Panel

Configure Web Server

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

Click Next, when the confirmation page appears Click Next

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.

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

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

Review the results. They should all be green.

Log in to Workspace and Verify Access To All Installed Products

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

Select each product and verify

So far, we have covered:

• Oracle EPM On-Premises Release 11.2
• Downloading the New Oracle EPM 11.2 Software
• What to consider before installing the new Oracle EPM 11.2 Software
• Installing EPM 11.2 onto Windows 2019 Server
• Configuring Oracle EPM 11.2

Stay tuned for upcoming blogs in a series covering:

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

In a previous blog, we covered the considerations we need to take into account when installing EPM 11.2 onto a Windows 2019 Server.  We are now ready to use the unzipped software to actually lay down the binaries onto the Windows Server 2019 system we have prepared.  In this installation, we are installing the software onto a single server.  In most Planning installations, we would use at least three servers for EPM as well as a separate server for the Oracle or SQL Server database.  These would be a Planning server for the planning application, a Foundation server for Foundation and other applications and an Essbase server.  Depending on the number of users and size and the number of Planning applications, the server requirements will vary both in the number of servers, CPU’s, Memory and Disk Space.

In this example, we will be using the “Oracle Hyperion Planning Plus 11.2.0.0.0” downloaded in the previous blog to install a development environment consisting of a single server.

1. Log in with Installation Account
2. Unzipping the software
3. Starting the installation
4. Verifying that all Pre-requisites are meet
5. Choosing the necessary software
6. Completing the installation.

Log in with Installation Account

In an earlier blog, we talked about the Installation account and its requirements.  Now we need to use the created and provisioned Installation account to install the software.

Unzipping the Software

Navigate to the directory containing the download of the .zip files from edelivery.

Select all files, Right Click and select “Extract Here”

During the unzipping, when prompted to overwrite files, choose “Yes to All”

Now we have software unzipped we can start the actual installation.

Starting the Installation

Navigate to the directory where the software was unzipped, right-click on installTool.cmd and select Run as Administrator

The Oracle splash screen will popup

and after the software loads, you will be prompted to select a language

Click on OK and the Pre-requisite check screen will appear

Verifying that all Pre-requisites are meet

The Pre-requisite screen will verify you have a valid system for installation. In this example, the pre-checks worked and all requirements have been met.

Choosing the installation Directory

In most cases, the installation will be on a drive other than the OS drive. Rather than C: most installs will be on a separate D: or E: drive. In this case, we will leave the installation directory set to C:\Oracle\Middleware. This is the location the software will be installed.

Since 11.2 is an out of place upgrade, for now, we will Click on “Next”

This is a “New installation” so leave this option checked and click “Next”

Choosing the necessary software

Now we have the list of available software.  Note that if any of the software is not available it will be “grayed out”

In this case, we will be picking and choosing what we need. First click on the Uncheck all

After “Unchecking all” you will need to deliberately select all of the necessary software. I start by checking Planning, which will also check any required software such as Foundation and Essbase. The following list is a basic installation. Normally in the Development installation, the Sample software is chosen so that it can be used to test the installation after configuration.

Click on “Next” to continue

On the Review page, verify the software you are installing. Note that with FDM Enterprise Edition you also get ODI 12 installed.

After a thorough review click on “Next”. The installation will start with a progress bar displayed at the bottom of the screen.

Keep an eye on the status bar as the software is installed.

Note in this example WebLogic is installing and the overall installation is at 7%. If the Anti-virus software was not disabled/ turned off the installation process could take a significant amount of time.

Completing the Installation

Now the software is completely installed and is ready for configuration. Click on “Finished”

Now the software is installed onto the server we are ready to configure the software for use.

We have so far covered

• Oracle EPM On-Premises Release 11.2
• Downloading the New Oracle EPM 11.2 Software
• What to consider before installing the new Oracle EPM 11.2 Software
• EPM 11.2 Installing Oracle EPM 11.2 onto Windows 2019

Stay tuned for upcoming blogs in a series covering:

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

Before we start the actual installation of the new Hyperion Oracle EPM 11.2 software, we need to stop and consider several items.  The following things should be examined.

• Supported OS
• Supported DB
• Preparing the Windows Servers
• Preparing the OS Installation Account
• Unzipping the software

In this blog, we will be using the “Oracle Hyperion Planning Plus 11.2.0.0.0” software downloaded in the previous blog.

Supported OS

The supported Operating Systems are in the Support Matrix for 11.2.  The support matrix is available online “Oracle 11.2 Support Matrix”.  It is a .xlsx file with all of the currently supported software for 11.2.  Open the file and go to the Menu tab.

Click on “Current System (Server and Client) Certification”

There we see that Windows Server 2019 at any SP level is supported.  Linux support is scheduled to be added soon.

Supported Databases

To determine the DB support we first look at the previous screen print to see the supported Oracle versions

Then Click on “Non-Oracle DBs Certification” and see what else is supported.

The big take away is support for SQL Server 2016.  I understand that SQL Server 2019 support will be coming soon.

Preparing the Windows Servers

The windows servers will need to be set up for the installation.  Details can be found in the “Oracle Enterprise Performance Management System – Installation and Configuration Guide” available online from Oracle but at a high level are as follows.

The following steps are needed on all servers used in the installation.

• Apply Windows updates and reboot servers
• Validate ports to be used and resolve any conflicts
• Disable UAC for the installation Account
• Synchronize the clocks of all the servers in the installation
• Validate access between all servers to all other servers in the installation
• Disable the Anti-virus software on the EPM systems at least for the duration of the installation. Long-term exclude the Oracle Home directory from automated scanning.
• Setup any shared file systems used in the installation.
• Verify that the disk space required for the installation is available on the server.

Preparing the Installation Account

The installation account needs to be set up with several required permissions and will need to remain after the installation is complete.  The Installation Account is utilized for all EPM patching.

• Don’t use the Administrator account to install software
• The account created for installation must have the following Local Policies
  • Act as part of the OS
  • Bypass Traverse Checking
  • Log on as a botch job
  • Log-on as a service
• Full access to Windows/Temp, Temp and Oracle directories

Unzipping Software

Now that everything is prepared, we are ready to unzip the software for installation.  The example being used is the downloaded software from the previous blog the “Oracle Hyperion Planning Plus 11.2.0.0.0” software.

When we downloaded the software, we put it into a single directory for ease of use. That directory must not contain any spaces in its path.  Navigate to that directory and unzip the files.  I prefer 7-zip as some times the file names in the zip file are too long for the standard windows zip.  The zipped software for this installation is 20.8gb in size.  Normally you should unzip this software on a share that will be mounted on every server in the installation.  This will assure that you use exactly the same software on every server and have a single place to contain that software.

Navigate to the directory containing the download of the .zip files from edelivery.

Select all files, Right Click and “Extract Here”

During the unzipping, when prompted to overwrite files, choose “Yes to All”

Now we have prepared the servers and software we can start the actual installation. Stay tuned for upcoming blogs in this series covering:

• Installing Oracle EPM 11.2 onto Windows 2019
• Configuring Oracle EPM 11.2
• Migrating from 11.1.2.4 to Oracle EPM 11.2 Planning, HFM, FDMEE & RAA

Now that the Hyperion EPM 11.2 software is out, let’s get started by downloading the software. The most common software we are generally asked to install is Planning and HFM. The steps are simple:

• Go to the Oracle Software site  https://edelivery.oracle.com
• Log in to the site
• Search for the software
  • Oracle Hyperion Planning Plus 11.2.0.0.0
  • Oracle Hyperion Financial Management Plus 11.2.0.0.0
  • Oracle Hyperion Financial Data Quality Management Enterprise Edition 11.2.0.0.0
• Select the software you want to download and add it to the cart
• Download the software.  If this is the first time, you will need to install the Oracle download manager.
• Unzip the software on the server and start the installation.

After completing the following steps, you will be ready to actually start the installation of the software onto your servers.

Just for fun, here are the steps to downloading the Hyperion EMP 11.2 Planning Plus software:

1. Go to the Oracle Software site edelivery.com.Click on “Sign In”.
2. Log in to the site.3. Search for the software. In the search field, enter Oracle Hyperion Planning Plus 11.2.0.0.0. Click on “Search”.4. Select the software you want to download and click “Add to Cart”.5. Click on “View Cart/ Checkout” and then “Checkout”.6. Click on “Download”. Click on the accept box and then click on “Continue”.7. Click on the “Continue” button. And finally, click on the “Download” button!8. You will be prompted to run the Download Manager. Click on “Run”.When prompted, click on “Next”. The software will start downloading.9. Unzip the software on the server into a directory with no spaces in the directory pathname and start the installation. Remember to use something like “7-Zip” to handle the longer file names. Now you are ready to start your installation process.

List of files for the most common downloads:

• Oracle Hyperion Planning Plus 11.2.0.0.0
• Oracle Hyperion Financial Management Plus 11.2.0.0.0
• Oracle Hyperion Financial Data Quality Management Enterprise Edition 11.2.0.0.0

Now that we finally have the Oracle EPM 11.2 software, stay tuned for upcoming blogs in a series covering:

• Installing Oracle EPM 11.2 onto Windows 2019
• Configuring Oracle EPM 11.2
• Migrating from 11.1.2.4 to Oracle EPM 11.2 Planning, HFM, FDMEE & RAA

The On-Premises version of Oracle EPM 11.2 is now available for Windows Server 2019 with Linux support to follow. On December 18th, 2019 it was officially released and the software is now available for download.

Version 11.2 has Premier Support through 2030 and that will likely be extended. The current version of 11.1.2.4 is set for end of life in 2021.

This will be your last major upgrade as 11.2 is now part of “Applications Unlimited” where enhancements are driven by customer needs and priorities. You will no longer have to large major upgrade every few years but will get bug fixes and new features in smaller PSUs.

Oracle EPM 11.2 will now support Chrome, Firefox, and Edge. It is certified to run on Windows 2019, Oracle 12.2 and Microsoft SQL Server 2016 with newer versions of SQL Server supported in future PSU’s.

The supported migration path will be an out of place migration. Install 11.2 onto new servers and migrate from the old environment. The upgrade path will be from 11.1.2.4.xxx, including 11.1.2.4.700 and 11.1.2.4.900. Note that Financial Close Management can only be upgraded from version 11.1.2.4_253 to the latest patch level. Financial Data Quality Management, Enterprise Edition must be PSU .220. This is the Patchset included with .700 and .900.

The 11.2 documentation is available online as well as the release notes.

EPM Architect has been deprecated and as a replacement, a restricted use Oracle Data Relationship Management is available.  A migration kit is available to assist in the migration for EPMA to DRM.

The 11.2 software is using the same code set as 11.1.2.4 with enhancements so the actual software should look familiar as you dig in and navigate through the screens.

Enhancements for Oracle EPM 11.2 include:

• Hyperion Financial Management
  • Automated consolidations (Configurable by admin)
  • Native Metadata Editor (Replaced metadata management)
  • Purging source tables after import
  • Performance improvements (SV, DB batch processing, etc.)
  • Linux Support
• Hyperion Planning
  • Smart Push
  • Dimension Editor SV extension
  • Extended Attribute support
  • Valid Intersections
• Data Relationship Management
  • Batch scripts to ease EPMA replacement
  • Enhanced DRG experience
  • DRG mass approvals
  • SFTP connection

The following software is no longer supported in 11.2:

• Hyperion Financial Management
  • Financial Management Analytics
  • Essbase Analytics Link for Hyperion Financial Management
  • Quantitative Management and Reporting for Solvency
• Hyperion BI+
  • Interactive Reporting (IR)
  • Production Reporting (SQR)
  • Web Analysis (WA)
• Hyperion Planning
  • Hyperion Strategic Finance
  • Crystal Ball (replaced by Predictive Planning)
  • Simplified User Interface (SUI)
  • Workforce Planning
  • Capital Expense Planning
  • Project Financial Planning
  • Offline Planning
• Additional
  • EPM Architect (EPMA)
  • Disclosure Management
  • EPM Mobile

Now that we have the Oracle EPM 11.2 software, stay tuned to upcoming blogs apart of a series covering:

• Downloading the new Oracle EPM 11.2 software
• Install Oracle EPM 11.2 onto Windows 2019
• Configuring Oracle EPM 11.2
• Migrating from 11.1.2.4 to Oracle EPM 11.2 Planning, HFM, FDMEE & RAA.

Oracle Hyperion Financial Data Quality Management, Enterprise Edition (FDMEE) allows the use of scripting in several locations:

• Import
• Event
• Custom
• Mapping

Scripting allows you to work with the incoming data fields and strings to modify them as needed before the data is processed. Use of scripting at different points will allow you to take a more complete control of the data you are processing. This is not always required but when it is it can be very useful.

Let’s take a look at Import scripting today. Import scripting is used in the Import Format to manipulate incoming data.  This data is presented to the script in 2 strings are in the variables strField and strRecord.  The value in strField is the string that in is the defined column used by the import format.  The value in strRecord is the entire record or row being processed by the Import Format.

In the following example, Entity uses an Import Script called Get_Entity.py

Import Scripts are stored in the Application Root Folder

In this case, the scripts will be saved into the directory D:\FDMData\PlanBud\Data\scripts\import

Common Jython String Manipulation Functions

Jython comes with a very robust set of functions to handle strings.  The following list contains some of the most common functions:
Jython starts counting Characters at 0 rather than 1.  We call that being Zero Relative.

Extract Beginning Characters

Get the first 4 characters of strField

• def Parse_Account (strField, strRecord):
• return strField[:4]

Based on the following file:

The return would be “03_0” for line one.

Extract Middle Characters

Get the 6th through the 10 characters

• def Parse_Account (strField, strRecord):
• return strField[6:10]

The return would be “1010” for line one.

Extracting the End of the String

Get the last 4 characters of the Account field

• def Parse_Account (strField, strRecord):
• return strField [-4:]

The return would be “03_0” for line one.

Use the Split Function

Split the string by the underscore character “_”.

• def Parse_Account (strField, strRecord):
• seglist = strfield.split(“-“)
• return seglist[0]

The return would be “03” for line one. If you wanted the second set of characters “00” you would just change the value for the return to “seglist[1]”.

upper()

Convert the string into all upper case characters.

• def Parse_Description(strField, strRecord):
• return strField.upper

The return would be “SALES DISCOUNT” for line one.

lower()

Convert the string into all lower case characters.

• def Parse_Description(strField, strRecord):
• return strField.lower

The return would be “sales discount” for line one.

replace()

Replace text values found in the string with new values specified.

• def Parse_Description(strField, strRecord):
• return strField.replace(“BOB”,”Big Orange Ball”

The return would be “Big Orange Ball” for the line six description.

concatenation

Concatenate several string values and return the result.

• def Parse_Account (strField, strRecord):
• seglist = strfield.split(“-“)
• return seglist[0] + seglist[1] + seglist[2]

The return would be “00031010” for line one.

These string manipulations are some of the more common ones used with FDMEE and Import scripts.  In my next blog we will dive into more FDMEE scripting.