Monday, June 13, 2016

Pre-requistes of Hyperion EPM V11.1.2.4

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.)
·         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.
·         Disable antivirus
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.

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.


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.
·         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



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