Evolve With Hyperion: Hyperion EPM V11.1.2.2 Installation Pre-requisites

Pre Installation Checklist

1. Work Area

· Internet Access – Outside firewall (Disable firewall for the working folder – e.g. installers and oracle folder)

· Computer within EPM Servers network

2. Third party licenses

· E.g. web server licenses

3. Software

Check all installers are downloaded from oracle edelivery

4. Required documents

Check if all the required documents are downloaded from oracle edelivery

5. Preparing the Hardware

· Confirm your plan of deployment architecture – whether single server or distributed env for EPM

· Confirm whether computers meet hardware system requirements. Check following matrix.

Hardware requirement Mattrix for EPM V11.1.2.2

· Prepare each server for installation

· Resolve Firewall problem

Open a restricted range of ports in your firewalls for client to server or server to server communication.

· Disable antivirus

Exclude the EPM Oracle home directory from automatic antivirus scans and scan this directory only at scheduled times.

Preparing Environment

Preparing Ports

This section contains information about default port numbers for EPM System products.

EPM Module	Default Port Number	Default SSL Port
Weblogic Administration Server	7001
Websphere	9043
IBM HTTP Server and IIS	80
Oracle Enterprise Manager Web Application	7001
Foundation Services Web Application	28080	28043
Oracle HTTP Server
IIS	80	443
Provider services (SmartView)	13080	13083
Essbase Administration Services	10080	10083
Reporting and Analysis Framework Web Application	45000	45043
Financial Reporting Web Application	8200	8243
Web Analysis Web Application	16000	16043

If required, necessary ports should be enabled on EPM Environment servers. Firewall should be disabled at these ports for communication between servers or between servers and clients.

If you are using Oracle Database, install the full database client and test the database client with the TNSPing command. The details of DB client installation are given in section Preparing the database.

Disabling User Access Control (Windows 2008)

In Windows 2008 environments, disable User Access Control (UAC) on each server in the deployment.

Control Panel à System and Security

Setting default authentication level (Windows 2008)

For machines hosting products that require .NET Framework 3.5, the DCOM default authentication level should be set to Connect

Control PanelàSystem and SecurityàAdministrative Toolsà Component ServicesàMy computer àproperties

Synchronizing clocks

The clock on each server must be synchronized to within one second difference. To accomplish this, point each server to the same network time server.

Resolving Host Names

The canonical host name of each server must be the same when accessed from within the server and from other servers in the deployment.

You can modify hosts file located at following location

C:\Windows\System32\drivers\etc

epmsys_hostname.bat

An archive of the utility (epmsys_hostname.zip) is available in the directory where you unzip

the assembly for EPM System Installer.

Disabling Anti-virus Software

Antivirus software can cause performance issues with EPM System products if, each time you access any resource on the server, the antivirus software tries to open and scan the object. To prevent these issues, exclude the EPM Oracle home directory from automatic antivirus scans and scan this directory only at scheduled times.

E.g. – In our Vodafone single server env, we are using Symantec antivirus software which needs to be disabled as below

Excluding the EPM Oracle home directory from automatic antivirus scans

Scan EPM Oracle home directory only at scheduled times.

Preparing User Accounts

· Do not use the Administrator user to install and configure. Run EPM System Installer and EPM System Configurator as a user with administrator rights.

· When you upgrade, apply a maintenance release, or patch this server, use the same user account that was used to install and configure the earlier release.

Preparing Database

Before installing EPM System, install supporting database (RDBMS)

· IBM DB2

· Oracle

· MS SQL

The version of DB should match the version of operating system.

Oracle Database

Install the full Oracle Database client on the following machines before you start your installation of EPM System products:

· Performance Management Architect Dimension server

· Financial Management application server

· FDM Application Server and any machine that has FDM Workbench

· Strategic Finance

For v11.1.2.2 installation, we need to install DB client. Following are some bullet points to be highlighted.

· We need to install Oracle DB client (Both 32 bit and 64 bit) on HFM and FDM server if we are using distributed environment.
Reason – HFM is 32 bit application and for running all processes properly, we need both 32 as well as 64 bit DB client.

· For Foundation server, we can install only 64 bit client. 32 bit client can be skipped.

· While installing client, 32 bit DB client is first installed followed by 64 bit client installation.

Database Privileges

The following privileges must be granted to the owners of the database schemas:

l CREATE SESSION

l CREATE VIEW

l CREATE TYPE

l CREATE TABLE

l CREATE CLUSTER

l CREATE TRIGGER

l CREATE SEQUENCE

l CREATE INDEXTYPE

l CREATE PROCEDURE

l CREATE ANY SYNONYM

l DROP ANY SYNONYM

l UNLIMITED TABLESPACE

Enabling Statement Caching for Financial Management

If you use Oracle Database Client 10.2.x or 11.1.x for Financial Management, you must set the StmtCacheSize registry setting for Oracle OLE DB to 10 on all Financial Management application servers. This is due to a memory issue in Oracle Provider for OLE DB.