1. Pre-Installation
Checklist
1. Work
Area
·
Internet Access – Outside firewall (Disable
firewall for the working folder – e.g. installers and oracle folder.
At beginning, we will have only installers folder, disable firewall for this folder.)
At beginning, we will have only installers folder, disable firewall for this folder.)
·
Computer within EPM Servers network
2. Third
party licenses
E.g. web
server licenses, Java
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 environment for EPM
·
Plan which components to be installed on which
servers if we are going for distributed environment.
·
Confirm whether computers meet hardware system
requirements. Check following matrix.
·
Resolve Firewall problem
Open a restricted range of ports in your firewalls for client to server or server to server communication.
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.
Exclude the EPM Oracle home directory from automatic antivirus scans and scan this directory only at scheduled times.
2. Preparing
Environment
Preparing ports
This
section contains information about default port numbers for EPM System
products.
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.
|
EPM Module
|
Default Port Number
|
Default SSL Port
|
|
Weblogic Administration
Server
|
7001
|
|
|
Oracle Enterprise
Manager Java Web Application Port
|
7001
|
|
|
SOA Server Port
|
8001
|
|
|
Foundation Services Web
Application
|
28080
|
28043
|
|
Oracle HTTP Server
|
19000
|
|
|
IIS
|
80
|
443
|
|
Provider services
(SmartView)
|
13080
|
13083
|
|
Essbase Administration
Services
|
10080
|
10083
|
|
Essbase Agent
|
1423
|
|
|
Essbase server
applications (ESSSVR)
|
32768–33768
|
|
|
Essbase SSL Agent
|
6423
|
|
|
OPMN (Oracle Process
Manager and Notification Server) Local
Port
|
6711
|
|
|
OPMN (Oracle Process
Manager and Notification Server) Remote
Port
|
6712
|
|
|
Essbase Studio Listen
Port
|
5300
|
|
|
Essbase Studio remote
Port
|
12080
|
|
|
Reporting and Analysis Framework
Agent
|
6860
|
|
|
Reporting and Analysis Framework
Agent RMI
|
6861
|
|
|
Reporting and Analysis Framework
Services
|
6800–6805
|
|
|
Financial Reporting Web
Application
|
8200
|
8243
|
|
Financial Reporting
Default Service Ports
|
8205-8228
|
|
|
Reporting and Analysis
Framework Web Application
|
45000
|
45043
|
|
Web Analysis Web
Application
|
16000
|
16043
|
|
Financial Management
Java Web Application Port
|
7363
|
7365
|
|
Financial Management
Server port
|
9091
|
9092
|
|
FM Datasource Start
Port
|
10001
|
10020
|
|
Planning Java Web
Application Ports
|
8300
|
8343
|
|
Planning RMI Server
Port
|
11333
|
|
Disable UAC on all servers
UAC must remain disabled
in order for EPM System server components to function properly.
UAC can be enabled on
end-user client desktops.
In Windows 2008 environments, disable User Access Control (UAC) on each server in the deployment.
In Windows 2008 environments, disable User Access Control (UAC) on each server in the deployment.
Control
Panel à System and Security
Synchronize clocks
The clock on each server
must be synchronized to within one second difference.
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.
Excluding the EPM
Oracle home directory from automatic antivirus scans
Scan EPM Oracle home
directory only at scheduled times.
Preparing
User Account
·
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.
Check disk space and RAM
Client System Disk Space and RAM
The recommended RAM
requirement for all clients is 1 GB.
The installation program checks for twice the required disk space, based on your product installation choices.
The installation program checks for twice the required disk space, based on your product installation choices.
Server Disk Space and RAM
1. Preparing
Database
Oracle Database Client
Unlike previous versions of Hyperion EPM system till
V11.1.2.2, Oracle Database client comes bundled along with Hyperion EPM
v11.1.2.4 installers.
Under Foundation services, we have 32 bit Oracle DB client
and 64 bit Oracle DB client.
We can either use the bundled client or we can install DB
client separately. In that case we need to uncheck Oracle client under
Foundation services.
If we are installing DB client separately, we need to refer
following points.
Separate DB client
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 v11.1.2.4 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.
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.
Oracle Database
The database must be created using Unicode Transformation
Format UTF-8 encoding (character set).
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
