1. General
Recently, when I was working with Norwegian courier services leader for installation and configuration of Hyperion EPM V11.1.2.4, I got chance to document my steps and hence finally got chance to share on blog.
2. Pre-Installation
Checklist
3. Preparing
Environment
Preparing ports
This
section contains information about default port numbers for EPM System
products.
Disable UAC on all servers
Server Preparations
Server Name Information
Operating System
Synchronize clocks
Resolving Host Names
Disabling Anti-virus Software
Web Server
Network Share
Preparing
User Account
Preparing External Directory Lookup Account
MSAD/LDAP information
Check disk space and RAM
Client System Disk Space and RAM
Server Disk Space and RAM
4. Preparing
Database
Oracle Database Client
Separate DB client
Oracle Database
Database Privileges
2. Web
Application and Web Servers
Web Application Server
WebLogic Server
Web Server
Oracle HTTP Server
IIS Server
As they always say,
“The
will to win is worthless if you do not have the will to prepare.”
To begin with Hyperion EPM V11.1.2.4 installation and
configuration, we should prepare our environment and resources well for it.
That’s my aim here, to provide steps for pre-installation
setup for Hyperion EPM V11.1.2.4.
2. 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.
3. 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
Server Preparations
Server Name Information
Web server(s) (could be more than one):
·
Name:
_____________________________
·
IP:
_________________________
Application server(s) (could be more than one):
·
Name:
__________________________
·
IP:
_____________________
Database server (information depending on Oracle DB or MS SQL):
·
Name:
__________________________
·
IP:
_____________________
·
SID/Instance/Port:
_____________________
Operating System
Prepare
each server for the installation:
Update
server software as needed.
·
For each server in the deployment, apply Windows
updates and reboot before starting with installation and configuration of
Hyperion EPM System
·
Include service packs, hot fixes, fix packs,
etc.
·
Always stay on the latest OS Service pack level
·
Install Internet Explorer (IE) on the servers,
For 11.1.2.4.x any version higher than IE 9
For 11.1.2.4.x any version higher than IE 9
·
Disable unnecessary services.
·
Power option set to High Performance
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.
Web Server
·
Make
sure that a DNS (CName) name is ready for the load balancer (BIG IP)
·
Make
sure that the load balancing solution is in place for the web server(s). (Server
group 1)
·
The
following products require IIS to be installed with ASP.NET and ASP support
enabled before configuration of the EPM System product: (Server
group 1)
Strategic Finance
Strategic Finance
Network Share
·
A network share for storing software for
installation together with patches and used 3rd party components
·
A read/write network share needs to be created
for RAF to store the Workspace objects (Server group 1)
o
Name on share: RAF
·
A read/write network share needs to be created
for LCM to store the application artifacts* (Server group 1)
o
Name on share: LCM
Start
with 200 GB for all three products and make sure that the shared folder is
locked down to install account to start with.
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.
·
Make sure that no password policy forces the
user account to change password or expire.
Preparing External Directory Lookup Account
Prepare a service account
for external authentication against the authentication provider of your
choosing (MSAD or LDAP). This account allows the Shared Services component to
make a browse level connection to your chosen authentication provider. The
purpose of this is so that you can use accounts from your Authentication
provider to log in to the Oracle Hyperion EPM
Products
·
Create a service account with browse level
privileges for MSAD or other LDAP Provider
·
Ensure service account does not have any special
characters
·
Ensure service accounts Distinguished Name (DN)
is able to access MSAD or other LDAP Provider
·
Ensure that MSAD or other LDAP Provider port is
known
·
Be familiar with the name of a Primary Domain
Controller that has access to MSAD and the base DN
·
Have information ready to the consultant for
where the users and groups is in the directory so that configuration to the
correct OU can be done
·
Ensure that server can communicate with MSAD or
other LDAP Provider
MSAD/LDAP information
·
Name of connection: ________________ (identifier
we should user)
·
Server name: ____________________
·
Port number: _______________________
·
User ID: ___________________ (The user to log in
to directory service)
·
Password: ____________________
·
Attribute for user ID : ____________________
(the username in EPM)
·
Base DN for lookup user:
__________________________
·
Base DN for user folder: ___________________________
·
Base DN for group folder:
__________________________
·
Filter for EPM users: _____________________
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
4. 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).
Make sure that the following attributes and settings are
used for the Oracle database:
·
alter system set PROCESSES=1000 scope=spfile;
·
alter system set SESSIONS=2000 scope=spfile;
·
alter system set SESSION_CACHED_CURSORS=200
scope=spfile;
·
RESIZE 1000M;
·
AUTOEXTEND ON
·
NEXT 500M
·
MAXSIZE 5000M;
·
SEGMENT SPACE MANAGEMENT = AUTO
Product Specific
Oracle Hyperion Financial Management
·
alter system set OPEN_CURSORS=5000 scope=spfile;
Database Privileges
The following privileges must be granted to the owners of
the database schemas:
·
CREATE SESSION
·
CREATE VIEW
·
CREATE TYPE
·
CREATE TABLE
·
CREATE CLUSTER
·
CREATE TRIGGER
·
CREATE SEQUENCE
·
CREATE INDEXTYPE
·
CREATE PROCEDURE
·
CREATE ANY SYNONYM
·
DROP ANY SYNONYM
·
UNLIMITED TABLESPACE
Purpose of schema
|
QA
|
Initial Size (Auto Extend)
|
DB Name (SID)
|
||
Q_EPMDB
|
||
Shared Services
|
Q_PLN4
|
1 GB
|
Reporting and Analysis Framework
|
Q_RAF
|
1 GB
|
HFM schema
|
Q_HFM
|
30 GB
|
Calc Manager
|
Q_CALC
|
500 MB
|
Planning configuration
|
Q_PLN
|
100 MB
|
Planning application 1
|
Q_RP01
|
100 MB
|
Planning application 2
|
Q_DInput
|
100 MB
|
Planning application 3
|
Q_PLN3
|
100 MB
|
Planning application 4
|
Q_PLN2
|
100 MB
|
Essbase Administration Services
|
Q_EAS
|
100 MB
|
Essbase Server Studio
|
Q_ESS
|
100 MB
|
FDMEE
|
Q_FDMEE
|
30 GB
|
Strategic Finance
|
Q_SF
|
500 MB
|
Extra schema
|
Q_EX1
|
500 MB
|
Extra schema
|
Q_EX2
|
500 MB
|
2. Web
Application and Web Servers
Web Application Server
WebLogic Server
Oracle provides a limited-use license of WebLogic Server for
use with EPM System products.
Web Server
Oracle HTTP Server
Bundled with EPM installer and can be installed during
installation of foundation services.
IIS Server
None of the components except HSF require IIS as web server.
So we require to install IIS.
