Epm Install 11114

Oracle Hyperion Enterprise Performance Management SystemInstallation and Configuration Guide RELEASE 11.1.1.4

EPM System Installation and Configuration Guide, 11.1.1.4 Copyright 2008, 2011, Oracle and/or its affiliates. All rights reserved. Authors: EPM Information Development Team Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS: Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

Contents

Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Chapter 1. About EPM System Product Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 About EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Assumed Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Supported Paths to This Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 The EPM System Product Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Installing EPM System Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . 16 About the Hyperion Home Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Installation Documentation Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Chapter 2. Preparing for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Downloading the Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Component Installation By Tier and Installation Assemblies . . . . . . . . . . . . . . . . . . . . . . 20 Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Financial Performance Management Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Download File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Chapter 3. Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Installation Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Characters Supported for Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . 48 Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Destination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Installation Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Product Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Progress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Contents

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Performing Silent Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Loading Saved Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Modifying Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Installing EPM System Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Installing Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Installing Spreadsheet Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Installing Additional Instances of Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 . . . 62 Step 1: Back Up Data and Binaries from the Source Machine(s) . . . . . . . . . . . . . . . . . 63 Step 2: Re-image the Machine(s) to Windows Server 2008 or Windows Server 2008 R2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Step 3: Prepare the Machine for EPM System Deployment . . . . . . . . . . . . . . . . . . . . . 63 Step 4: Repair the Deployment and Restart EPM System . . . . . . . . . . . . . . . . . . . . . . 64 Chapter 4. Configuring EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 About EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 About the Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Satisfying Initial Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Configuration Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Configuring Products in a Single-Machine Environment . . . . . . . . . . . . . . . . . . . . . . 68 Configuring Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . . . . . . 69 Configuring Products in an SSL-Enabled Environment . . . . . . . . . . . . . . . . . . . . . . . 69 Product Configuration Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Using EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Task Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Shared Services and Registry Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . 75 Enable Separately Licensed Product Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 EPM System Common Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Deploy to Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Application Server Deployment: Oracle Application Server . . . . . . . . . . . . . . . . . . . . 82 Application Server Deployment: Oracle | BEA WebLogic . . . . . . . . . . . . . . . . . . . . . . 82 Application Server Deployment: WebSphere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Application Server Deployment: Embedded Java Container . . . . . . . . . . . . . . . . . . . . 86 Cluster Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 EPM WorkspaceSpecific Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Performance Management ArchitectSpecific Tasks (Optional) . . . . . . . . . . . . . . . . 91 EssbaseSpecific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 PlanningSpecific Tasks (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Financial ManagementSpecific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97ivContents

Reporting and AnalysisSpecific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Strategic FinanceSpecific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 FDMSpecific Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Performing Silent Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Setting Up the Shared Services Registry Without Installing Shared Services . . . . . . . . . . . 108 What Happens During Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Troubleshooting Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Chapter 5. Starting and Stopping EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Using a Single Script to Start Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Summary List of Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Databases for Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Corporate User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Shared Services OpenLDAP or Oracle Internet Directory . . . . . . . . . . . . . . . . . . . . . 113 Shared Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 EPM Workspace Agent (CMC Agent) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 EPM Workspace UI (CMC UI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 EPM Workspace Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Performance Management Architect Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Administration Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Integration Services Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Essbase Studio Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Provider Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Reporting and Analysis Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Remaining Services or Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 EPM Workspace Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Launching Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Chapter 6. Validating the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 About EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Using EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Foundation Services Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Essbase Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 Reporting and Analysis Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139 Financial Performance Management Applications Diagnostics . . . . . . . . . . . . . . . . . . . . 139 Data Management Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

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Chapter 7. Performing Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 General Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Increasing the JVM Memory Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Shared Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Performance Management Architect Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . 144 EPM Workspace Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Essbase Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Setting User Limits on 64-bit AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Integration Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Administration Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Provider Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Essbase Studio Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Updating the Essbase Studio Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Reporting and Analysis Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Preparing the Financial Reporting Print Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Configuring X11 for Web Application Server Components for Financial Reporting and Web Analysis (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Configuring SAP Data Source Access and Authentication . . . . . . . . . . . . . . . . . . . . 150 Setting Up Environment Variables for Financial Reporting and Web Analysis for NonEnglish Characters (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Setting up the Environment Variables for Production Reporting (UNIX) . . . . . . . . . 152 Preparing Interactive Reporting for Printing (UNIX) . . . . . . . . . . . . . . . . . . . . . . . 153 Configuring Fonts (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Financial Reporting ConfigurationEnabling the Provider Services Driver . . . . . . . 154 Recreating the Executables (Production Reporting Only) (UNIX) . . . . . . . . . . . . . . 154 Planning Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Configuring Offline Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 (UNIX) Configuring the Planning Locale for Use in Non-English Environments . . . 156 Financial Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Configuring Settings for IIS 5.0 Isolation Mode (Optional) . . . . . . . . . . . . . . . . . . . 156 Strategic Finance Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Performance Scorecard Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 FDM Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 ERP Integrator Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Preparing ERP Integrator for Use with Microsoft SQL Server . . . . . . . . . . . . . . . . . . 158 Data Relationship Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . 159 Chapter 8. Reconfiguring EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Reconfiguring for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Redeploying to a Different Web Application Server Type . . . . . . . . . . . . . . . . . . . . . . . . 161

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Contents

Redeploying from the Embedded Java Container or WebSphere to WebLogic Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Redeploying Applications from Oracle Application Server to WebLogic Server . . . . . 162 Changing Repository Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Changing the Shared Services and Registry Repository Password . . . . . . . . . . . . . . . 163 Changing EPM System Product Repository Passwords . . . . . . . . . . . . . . . . . . . . . . 163 Changing the Planning Applications Repository Password . . . . . . . . . . . . . . . . . . . . 164 Changing the Performance Management Architect Interface Datasource Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Changing the FDM Repository Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Changing the Data Relationship Management Repository Password . . . . . . . . . . . . . 165 Reconfiguring Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 Chapter 9. Deployment Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Considerations for Distributed Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Adding Servers to a Financial Management Deployment . . . . . . . . . . . . . . . . . . . . . . . . 168 Chapter 10. Uninstalling EPM System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Uninstalling EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Performing a Silent Uninstallation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Chapter 11. License Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Ensuring License Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Activating and Deactivating Product Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Auditing Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Appendix A. What Happens During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 What Happens During Shared Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Files Installed in the Foundation Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 Common Files installed in the HYPERION_HOME Directory . . . . . . . . . . . . . . . . . 176 What Happens During EPM Workspace Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Files Installed in the EPM Workspace Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 What Happens During Performance Management Architect Installation . . . . . . . . . . . . 179 Files Installed in the Performance Management Architect Directory . . . . . . . . . . . . . 180 What Happens During Calculation Manager Installation . . . . . . . . . . . . . . . . . . . . . . . . 180 Files Installed in the Calculation Manager Directory . . . . . . . . . . . . . . . . . . . . . . . . 180 What Happens During Smart View Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Files Installed in the Smart View Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 What Happens During Essbase Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Files Installed in the Essbase Server Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182 Files Installed in the Essbase Client Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

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What Happens During Essbase Studio Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Files Installed in the Essbase Studio Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 What Happens During Integration Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . 184 Files Installed in the Integration Services Directory . . . . . . . . . . . . . . . . . . . . . . . . . 184 What Happens During Administration Services Installation . . . . . . . . . . . . . . . . . . . . . 186 Files Installed in the Administration Services Directory . . . . . . . . . . . . . . . . . . . . . . 186 What Happens During Provider Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Files Installed in the Provider Services Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 What Happens During Smart Search Command Line Utility Installation . . . . . . . . . . . . 187 Files Installed in the Smart Search Command Line Utility Directory . . . . . . . . . . . . . 188 What Happens During Reporting and Analysis Installation . . . . . . . . . . . . . . . . . . . . . . 188 Files Installed in the Reporting and Analysis Directory . . . . . . . . . . . . . . . . . . . . . . 188 What Happens During Planning Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 Files Installed in the Planning Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 What Happens During Financial Management Installation . . . . . . . . . . . . . . . . . . . . . . 189 Files Installed in the Financial Management Directory . . . . . . . . . . . . . . . . . . . . . . . 190 What Happens During Performance Scorecard Installation . . . . . . . . . . . . . . . . . . . . . . 190 Files Installed in the Performance Scorecard Directory . . . . . . . . . . . . . . . . . . . . . . 191 What Happens During Strategic Finance Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Files Installed in the Strategic Finance Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 What Happens During Profitability and Cost Management Installation . . . . . . . . . . . . . 192 Files Installed in the Profitability and Cost Management Directory . . . . . . . . . . . . . . 192 What Happens During FDM Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 Files Installed in the FDM Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 What Happens During Data Relationship Management Installation . . . . . . . . . . . . . . . . 193 Appendix B. Optional Manual Configuration for Essbase Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195 Manually Configuring the Essbase Server Environment (UNIX) . . . . . . . . . . . . . . . . . . . 195 Specifying Parameters in hyperionenv.doc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Changing ESS_JVM_OPTION and ESS_CSS_JVM_OPTION . . . . . . . . . . . . . . . . . 197 Changing JvmModuleLocation (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Optional Manual Configuration for Integration Services (UNIX) . . . . . . . . . . . . . . . 199 Optional Manual Configuration for Administration Services (UNIX) . . . . . . . . . . . . 201 Optional Manual Configuration for Provider Services (UNIX) . . . . . . . . . . . . . . . . . 201 Manually Configuring the Essbase Server Environment (Windows) . . . . . . . . . . . . . . . . 201 Updating the Environment Manually for Essbase Server . . . . . . . . . . . . . . . . . . . . . 202 Setting JVMMODULELOCATION (Windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Configuring the 32-bit Runtime Client on a 64-bit Windows Platform . . . . . . . . . . . 203 Optional Manual Configuration for Integration Services (Windows) . . . . . . . . . . . . 204

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Optional Manual Configuration for Administration Services (Windows) . . . . . . . . . 204 Optional Manual Configuration for Essbase Studio (Windows) . . . . . . . . . . . . . . . . 204 Optional Manual Configuration for Provider Services (Windows) . . . . . . . . . . . . . . 204 Appendix C. Essbase 32-Bit and 64-Bit Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207 Essbase 32-Bit and 64-Bit Client and Server Compatibility . . . . . . . . . . . . . . . . . . . . . . . 207 Essbase API Compatibility on 32-Bit and 64-Bit Platforms . . . . . . . . . . . . . . . . . . . . . . . 208 Appendix D. JDBC URL Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209 Appendix E. Database Information for Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211 Database Connection Pooling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211 Example 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 Example 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 Encrypting UDL Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213 Appendix F. Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis . . . . . . . . . . . . . . . 215 Enabling Xvfb for AIX 5L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Enabling Xvfb for Solaris 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Enabling Xvfb for Solaris 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 Enabling Xvfb for Oracle Enterprise Linux/Red Hat Enterprise Linux . . . . . . . . . . . . . . . 216 Enabling Xvfb for HP-UX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Setting the DISPLAY Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

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Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle SupportOracle customers have access to electronic support through My Oracle Support. For information, visit http:// www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup? ctx=acc&id=trs if you are hearing impaired.

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Documentation Accessibility

1In This Chapter

About EPM System Product Installations

About EPM System Products..............................................................................13 Assumed Knowledge.......................................................................................13 Supported Paths to This Release .........................................................................14 The EPM System Product Installation Checklist .........................................................14 Installing EPM System Products in a Distributed Environment ........................................16 About the Hyperion Home Directory......................................................................16 Installation Documentation Roadmap ...................................................................17

About EPM System ProductsOracle Hyperion Enterprise Performance Management System products form a comprehensive Enterprise Performance Management system that integrates modular suites of financial management applications with the most comprehensive business intelligence capabilities for reporting and analysis. Major components of EPM System products:l

Oracle's Hyperion Foundation Services Oracle Essbase Oracle's Hyperion Reporting and Analysis Oracle's Hyperion Financial Performance Management Applications Oracle's Data Management

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For information about the products and components in each of these product families, see Oracle Hyperion Enterprise Performance Management System Installation Start Here.

Assumed KnowledgeThis guide is for administrators who install, configure, and manage EPM System products. It assumes the following knowledge:l

Security and server administration skills Windows administration skills and or UNIX/Linux administration skills Web application server administration skills

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About EPM System Products

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A strong understanding of your organization's security infrastructure, including authentication providers such as Oracle Internet Directory, LDAP, or Microsoft Active Directory, and use of SSL A strong understanding of your organization's database and server environments A strong understanding of your organization's network environment and port usage

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Supported Paths to This ReleaseRelease 11.1.1.4 is a maintenance release for Release 11.1.1.0, 11.1.1.1, 11.1.1.2, or 11.1.1.3. If you are starting from an earlier release, you must first upgrade to an 11.1.1.x release. This may require upgrading to an interim release first, and then upgrading to 11.1.1.x. Once at 11.1.1.x, in EPM System Installer, select the Apply Maintenance Release option. Release 11.1.1.4 also provides a complete install if you are not already starting from Release 11.1.1.x. If you are starting from EPM System Release 9.3.3, your recommended upgrade path is to Release 11.1.2.1+. Security Synchronization between Essbase and Shared Services was removed in Essbase Release 9.3, starting with release 9.3.1.4.1. Essbase and Shared Services Release 11.1.1.3, however, still synchronize security information. For this reason, if you are using Essbase Release 9.3.1.4.1, 9.3.1.5, 9.3.1.6, or 9.3.1.7, you cannot upgrade to release 11.1.1.3. Instead, your recommended upgrade path is to first upgrade all products to Release 9.3.3, and then upgrade all products to release 11.1.2.1+.

The EPM System Product Installation ChecklistOracle Hyperion Enterprise Performance Management System Installer, Fusion Edition installs components on three tiers:l

Client tier Services tier Web tier, which includes the Java Application Server tier and the Web server tier

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Additionally, when you configure EPM System products, you set up databases on the Data tier. For more information about EPM System product architecture, see Oracle Hyperion Enterprise Performance Management System Installation Start Here. EPM System installation follows this workflow. Each part of the workflow is described in the guides as noted in the table below:

Task Plan the installation.

Reference Installation Planning Checklist in Oracle Hyperion Enterprise Performance Management System Installation Start Here

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Task Prepare the installation files. Meet the system requirements and prerequisites.

Reference Chapter 2, Preparing for Installation System requirements in the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supportedplatforms.html) and Installation Planning Checklist in Oracle Hyperion Enterprise Performance Management System Installation Start Here Chapter 3, Installing EPM System Products Tip: Before you begin, determine the type of installation you will be performing:l l l

Install EPM System products.

New installation Maintenance release installation Re-installation

For details on each installation type, see Installation Type on page 52. Configure EPM System products. Chapter 4, Configuring EPM System Products Note: In a distributed environment, configure Oracle's Hyperion Shared Services first. Shared Services must be installed, configured, and running for other products to configure successfully. Note: In an SSL-enabled environment, configure Shared Services first, selecting Enable SSL for communications. Then, set up Shared Services for SSL and make sure Shared Services is running in SSL mode before you configure other EPM System products. (Optional) Manually deploy if you did not automatically deploy Java Web applications to a Web application server. Confirm that EPM System services are started. Validate the installation using Oracle's Hyperion Enterprise Performance Management System Diagnostics. Perform any required postconfiguration tasks for your products. Enable external authentication and provision users. (Optional) Enable Shared Services and the user directory for SSL, and then enable installed products for SSL. Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide

Chapter 5, Starting and Stopping EPM System Products Chapter 6, Validating the Installation

Chapter 7, Performing Postconfiguration Tasks

Oracle Hyperion Enterprise Performance Management System Security Administration Guide Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide

Tip: During installation, configuration, and validation, keep a list of all user names and

passwords that you use to create or modify the system, including the applications with which they are associated and their purpose.

The EPM System Product Installation Checklist

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Installing EPM System Products in a Distributed EnvironmentYou typically install EPM System products in a distributed environment. The number of computers you need depends on several factors, including:l

The size of the applications The number of users The frequency of concurrent use by multiple users Any requirements your organization has for high availability Your organization's security requirements

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EPM System Installer simplifies the task of installing components in a distributed computing environment. You can install, configure, and validate any components you want on any computer. Once you have installed, configured, and validated the components on that machine, you can repeat the process on another machine.For more information about planning a distributed installation, see EPM System Product Deployment in Oracle Hyperion Enterprise Performance Management System Installation Start Here and Oracle Hyperion Enterprise Performance Management System High Availability Guide. For information about which assemblies you need on each machine in a distributed environment, see Chapter 2, Preparing for Installation. You install Shared Services on only one machine in the deployment.Note: If you are installing in multiple environments (for example, Development, Test, and

Production), install Foundation Services products in each environment.

About the Hyperion Home DirectoryThe Hyperion home directory location is defined during the first product installation on the computer. Subsequent installations on the computer use the previously defined location. All EPM System products are installed in directories under the Hyperion home directory. In addition, common internal and third-party components used by the products are installed in the Hyperion home directory. Choose the location carefully to ensure that the location has enough disk space for all products that you are installing on the machine. You cannot change the location. The Hyperion home directory location is defined in the system environment variable called HYPERION_HOME (Windows) or .hyperion.'hostname' in the home directory of the user installing EPM System products (UNIX). The default location is C:/Hyperion (Windows) or $HOME/hyperion (UNIX). The Hyperion home directory location is referred to as HYPERION_HOME throughout this document.

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Note: To ensure that EPM System Installer has the permissions required to modify the

HYPERION_HOME location, Oracle requires that all EPM System applications be installed using the same user account. For information about common files installed in HYPERION_HOME, see Files Installed in the Foundation Directory on page 176.

Installation Documentation RoadmapYou can find EPM System installation documentation on the Oracle Documentation Library (http://www.oracle.com/technology/documentation/epm.html) on Oracle Technology Network. For system requirements, you can find the Oracle Hyperion Enterprise Performance Management System Certification Matrix at http://www.oracle.com/technology/products/bi/ hyperion-supported-platforms.html. Table 1 lists the documents to consult for instructions on performing essential installation tasks.Table 1

Documentation That You Need Related Documentation Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supported-platforms. html) Oracle Hyperion Enterprise Performance Management System Installation Start Here Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide

Task Meeting system requirements

Planning the installation Installing and configuring EPM System products Automatically deploying EPM System products Starting EPM System products Validating the installation

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Securing EPM System and provisioning users

Oracle Hyperion Enterprise Performance Management System Security Administration Guide

Table 2 lists the documents to consult for additional installation tasks that you might need to perform.Table 2

Documentation That You Might Need Related Documentation Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide

Task Manually deploying EPM System products Troubleshooting installations Creating a backup of product and application data

Installation Documentation Roadmap

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Task Migrating from one environment to another Enabling SSL Clustering EPM System applications for high availability

Related Documentation Oracle Hyperion Enterprise Performance Management System Lifecycle Management Guide Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide Oracle Hyperion Enterprise Performance Management System High Availability Guide

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2In This Chapter

Preparing for Installation

Downloading the Installation Files .......................................................................19 Component Installation By Tier and Installation Assemblies ..........................................20

Downloading the Installation Files To download the installation files:1Create a directory to store the EPM System files.

You can download files to a shared drive, or to each machine in your deployment. If you are installing from a network drive, map this drive. This directory is referred to as / download_location in this procedure.Tip: Oracle recommends that you download files to a shared drive.

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Download the following files from the Oracle Enterprise Performance Management System page of the Oracle E-Delivery (http://edelivery.oracle.com/) site into /download_location:l

EPM System Installer (Oracle Hyperion Enterprise PerformanceManagement System Installer, Fusion Edition Release 11.1.1.4.0).

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ZIP files for the products you purchased. ZIP files include installation assemblies (product plug-in installation files for EPM System Installer). Review the Media Pack Readme on Oracle E-Delivery to see which ZIP files to download depending on the products you purchased. (To see the Media Pack Readme, once you have selected the media pack, click Readme.)

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Unzip the EPM System Installer into /download_location.

If you are prompted that any files already exist, click Yes to overwrite the files.Unzip the installation assemblies into the same directory (/download_location).

If you are prompted that any files or common components already exist, click Yes to overwrite the files. The assemblies are unzipped into an /assemblies directory. If you downloaded files to multiple machines in your deployment, on each machine, you need to unzip only the assemblies for the products or product components that you are installing on that machine.

Downloading the Installation Files

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For information about which assemblies to use for product components, see Component Installation By Tier and Installation Assemblies on page 20. If you downloaded files to a central location, make sure you unzip the following common files. If you downloaded files to multiple machines in your deployment, on each machine in the deployment, unzip the following common files:l

Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition Release 11.1.1.4.0 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 3 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 4 of 4

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Note: Even though you need the EPM-FoundationServices ZIP files on each machine in the

environment, install Shared Services on only one machine.

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The /assemblies directory should include a subdirectory for each product that you want to install on this machine. Ensure that the /assemblies directory looks as follows:assemblies/ product/ version/ assembly.dat

Note: ProductRef.inf might be in the /assemblies directory. It can remain without

causing problems. EPM System Installer can install a product only if the installation assembly files for the product are downloaded and unzipped to the correct location.

Component Installation By Tier and Installation AssembliesUse the information in this section to help plan which ZIP files to download and which assemblies are required for EPM System product components.Tip: Oracle recommends that you download ZIP files to a shared drive. If you follow this

recommendation, you do not need to use the following tables to determine which ZIP files are required for each product component.

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The following sections describe the components and services available for installation on each tier (Client, Web, and Services) for each product when you install using the option Choose components individually. Most components and services that are installed are the same if you install using the option Choose components by tier. The following components are available only if you select Choose components individually during installation:l

Choices for 32bit and 64bit for Oracle Essbase products If you select Choose components by tier, EPM System Installer installs 32-bit on all platforms, except for platforms that are 64-bit only.

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Oracle's Hyperion SQR Production Reporting Remote Oracle Hyperion Strategic Finance, Fusion Edition Reader Client Strategic Finance Integration with Financial Management Services Strategic Finance Integration with Enterprise Service FDM Server Financial Management Adapter

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The following tables also describe the ZIP files and installation assemblies required to install each component.

Foundation ServicesThe following table describes the components installed on each tier for Foundation Services products and the ZIP files and installation assemblies required to install that component.Note: The commonComponents assembly is required for all products. The tools and productCommonComponents assemblies are required for all server and Web applications. These assemblies are in Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 and Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4.

Component Installation By Tier and Installation Assemblies

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Client Tier Shared Services

Web Tier

Services Tier

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Shared Services Web Application OpenLDAP Service (installed with productCommonComponents assembly) HRAM (Windows only, installed automatically with sharedServices assembly)

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commonComponents productCommonComponents tools sharedServices

Required download files:l

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 4 of 4

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Client Tier

Web Tier

Services Tier

Oracle Enterprise Performance Management Workspace, Fusion Edition Component: Workspace Web Application and Portlets Required assemblies:l l l l l l

Component: Workspace Services and Common Libraries Required assemblies:l l l l l l l

commonComponents productCommonComponents tools biplus_workspace_webapp workspace_configlibs biplus_portlets_webapp

commonComponents productCommonComponents tools productCommonComponents biplus_core_services workspace_configlibs biplus_migration_utility





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Client Tier

Web Tier

Services Tier

Oracle Hyperion EPM Architect, Fusion Edition Component:l

Component:l

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Performance Management Architect Batch client Performance Management Architect File Generator (Windows only)

Performance Management Architect Web Application Performance Management Architect Data Synchronizer Service

Performance Management Architect Dimension Server Service (Windows only)

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commonComponents productCommonComponents tools bpm_architect_services

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tools bpm_architect_webapp bpm_architect_datasync Required download files:l

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Hyperion Enterprise Performance Management System Foundation Services Release 11.1. 1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1. 1.4.0 Part 2 of 4 Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.1.4.0

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.1.4.0

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.1.4.0

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Client Tier Hyperion Calculation Manager

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Common (for all product installations) Component:l

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Populates the HYPERION_HOME/common directory commonComponents (required for all component installations) productCommonComponents1 tools (required for all Server and Web tier component installations) essbaseProductCommonComponents


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Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4

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1The

Configuration and Monitoring Console is installed with the productCommonComponents assembly when you select any of the following: Shared Services Web tier, EPM Workspace Web tier, EPM Workspace services tier, Oracle Hyperion Financial Reporting, Fusion Edition client tier, Financial Reporting Web tier, Financial Reporting services tier, Oracle's Hyperion Web Analysis Web tier.

EssbaseThe following table describes the components installed on each tier for Essbase products and the ZIP files and installation assemblies required to install that component.Note: The commonComponents assembly is required for all products. The tools and productCommonComponents assemblies are required for all server and Web applications. These assemblies are in Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 and Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4.

26


Client Tier Essbase Component:l l

Web Tier

Services Tier

Component:l l

Essbase Client 32bit Essbase Client 64bit

Essbase Services Server 32bit Essbase Services Server 64bit commonComponents productCommonComponents tools essbase_services (32bit and 64bit) essbaseProductCommonComponents essbaseAddins

(Includes Essbase API and Spreadsheet Add-in. Note that Spreadsheet Add-in is installed only with the 32bit installation and only if Microsoft Excel is installed on the machine) Required assemblies:l l l

Required assemblies:l l l l l l

commonComponents essbase_client essbaseAddins



Hyperion Enterprise Performance Management System Foundation Services Release 11.1. 1.4.0 Part 1 of 4 Oracle Essbase Client Release 11.1.1.4.0

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Essbase Client Release 11. 1.1.4.0 Oracle Essbase Server Release 11. 1.1.4.0

l

l

l

l


27

Client Tier

Web Tier

Services Tier

Oracle Essbase Administration Services Component:l

Component:l

Essbase Administration Services Client (Windows only) commonComponents essbase_administration_ services_client essbaseAddins

Administration Services 32bit Web Application Administration Services 64bit Web Application Oracle's Hyperion Business Rules (installed automatically) commonComponents productCommonComponents tools essbase_administration_services_ webapp essbaseAddins

Required assemblies:l l

l

l


l


l l l


l

l


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Essbase Client Release 11.1.1.4.0 Oracle Essbase Server Release 11.1.1.4.0

l

l

l

28


Client Tier Oracle Essbase Integration Services Component:l

Web Tier

Services Tier

Component:l l

Essbase Integration Services Client (Windows only) commonComponents

Essbase Integration Services 32bit Essbase Integration Services 64bit commonComponents productCommonComponents tools essbase_integration_services essbaseAddins

Required assemblies:l l l


essbase_integration_servicesl

essbaseAddinsl l l


Hyperion Enterprise Performance Management System Foundation Services Release 11.1. 1.4.0 Part 1 of 4 Oracle Essbase Client Release 11.1.1.4.0 Oracle Essbase Server Release 11.1.1.4.0


l


l

l

l

l


29

Client Tier Oracle Hyperion Provider Services

Web Tier

Services Tier

Component:l

Provider Services Web Application commonComponents productCommonComponents tools analytic_services_provider_webapp essbaseAddins

Required assemblies:l l l l l


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Provider Services Release 11.1.1.4.0 Oracle Essbase Client Release 11.1.1.4.0

l

l

l

30


Client Tier Oracle Essbase Studio Component: Essbase Studio Client (Windows only) Required assemblies: commonComponents

Web Tier

Services Tier

Component: Essbase Studio Server Required assemblies:l

commonComponents productCommonComponents tools essbase_studio_services essbaseAddins

l l l

l

essbase_studiol

essbaseAddinsl l





l

l

l

l


31

Client Tier

Web Tier

Services Tier

Oracle Hyperion Smart Search Command Line Utility Component: Smart Search Command Line Utility Web Application Required assemblies:l l l l

commonComponents productCommonComponents tools essbase_smartsearch_ webapp essbaseAddins

l


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Essbase Client Release 11.1.1.4.0 Oracle Essbase Server Release 11.1.1.4.0

l

l

l

Oracle Hyperion Smart View for Office, Fusion Edition Component: Smart View with Oracle Essbase Visual Explorer Client (Windows only) Required assemblies:l l

commonComponents svchve_client



l

32


Reporting and AnalysisThe following table describes the components installed on each tier for Reporting and Analysis products and the ZIP files and installation assemblies required to install that component.Note: The commonComponents assembly is required for all products. The tools and productCommonComponents assemblies are required for all server and Web applications. These assemblies are in Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 and Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4.

Client Tier Oracle's Hyperion Interactive Reporting Component:l

Web Tier

Services Tier

Component:l

Interactive Reporting Studio Client (Windows only) Interactive Reporting Dashboard Development Services (Windows only) commonComponents productCommonComponents (Interactive Reporting Dashboard Development Services only) biplus_interactive_reporting_client biplus_dds essbaseProductCommonComponents

Interactive Reporting Services commonComponents productCommonComponents tools biplus_interactive_reporting_services biplus_core_services biplus_configlibs


l


l l l



Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Interactive Reporting Release 11.1.1.4.0

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 3 of 4 Hyperion Interactive Reporting Release 11.1.1.4.0

l

l

l

l

l


33

Client Tier Financial Reporting Component: Financial Reporting Studio Client (Windows only) Required assemblies: commonComponents

Web Tier

Services Tier

Component: Financial Reporting Web Application Required assemblies:l

Component:l

Financial Reporting Reports Server Service Financial Reporting Print Server Service (Windows only) Financial Reporting Scheduler Server Service commonComponents productCommonComponents tools biplus_financial_reporting_services biplus_configlibs biplus_financial_reporting_common essbaseProductCommonComponents hfm_client, if you are using Financial Reporting with Financial Management hfm_common, required for Financial Management components

commonComponents productCommonComponents tools biplus_financial_reporting_webapp biplus_configlibs biplus_financial_reporting_common essbaseProductCommonComponents hfm_client, if you are using Financial Reporting with Financial Management hfm_common, required for Financial Management components

l

l l l l l l l l

l


l

toolsl

biplus_financial_reporting_clientl


biplus_configlibsl

biplus_financial_reporting_commonl

essbaseProductCommonComponentsl

hfm_client, if you are using Financial Reporting with Oracle Hyperion Financial Management, Fusion Edition hfm_common, required for Financial Management components

l

l l

l


l


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Reporting, Fusion Edition Release 11.1.1.4.0 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0


l


l

l


l

l

l

l

l

l

l

34


Client Tier Production Reporting Component: (All components on client tier are Windows only)l l l l

Web Tier

Services Tier

Component:l l

SQR Production Reporting DB2 Engine SQR Production Reporting DDO Engine SQR Production Reporting Informix Engine SQR Production Reporting ODBC Engine SQR Production Reporting Oracle Engine SQR Production Reporting Sybase Engine SQR Production Reporting Teradata Engine (UNIX only) commonComponents productCommonComponents tools biplus_product_reporting_services biplus_product_reporting_common essbaseProductCommonComponents

SQR Production Reporting Studiol

SQR Production Reporting Activator SQR Production Reporting Remote SQR Production Reporting Viewer commonComponents biplus_product_reporting_client biplus_product_reporting_commonl l l l




Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion SQR Production Reporting Release 11.1.1.4.0

l


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion SQR Production Reporting Release 11.1.1.4.0

l

l


35

Client Tier Web Analysis

Web Tier

Services Tier

Component: Web Analysis Web Application Required assemblies:l l l l l l l

commonComponents productCommonComponents tools biplus_webanalysis_webapp biplus_configlibs essbaseProductCommonComponents hfm_client, if you are using Web Analysis with Financial Management hfm_common, required for Financial Management components

l


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Hyperion Web Analysis Release 11.1.1.4.0 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0

l

l

l

Financial Performance Management ApplicationsThe following table describes the components installed on each tier for Financial Performance Management Applications products and the ZIP files and installation assemblies required to install that component.Note: The commonComponents assembly is required for all products. The tools and productCommonComponents assemblies are required for all server and Web applications. These assemblies are in Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 and Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4.

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Client Tier Planning Component:l

Web Tier

Services Tier

Component: Planning Web Application Required assemblies:l l l l

Planning Off-line Client commonComponents offlinePlanning


commonComponents planning productCommonComponents tools rmi essbaseProductCommonComponents essbase_services


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Oracle Hyperion Planning, Fusion Edition Release 11.1. 1.4.0

l l l

l


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Planning, Fusion Edition Release 11.1. 1.4.0 Oracle Essbase Server Release 11.1.1.4.0

l

l

l


37

Client Tier

Web Tier

Services Tier

Financial Management (All components are Windows only) Component:l l

Component:l l

Component:l

Financial Management Client Financial Management Sample Applications Financial Management ADM Driver commonComponents hfm_client hfm_common

Financial Management Web Applications Financial Management Smart View Provider commonComponents productCommonComponents tools hfm_webapp hfm_common

Financial Management Application Server commonComponents productCommonComponents tools hfm_services hfm_common


l





Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0


l

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0

l

l

l

l

38


Client Tier

Web Tier

Services Tier

Oracle Hyperion Performance Scorecard, Fusion Edition Component:l

Performance Scorecard Web Reports Web Application Performance Scorecard Alerter Web Application Performance Scorecard ETL Web Application commonComponents productCommonComponents tools hps_webapp essbaseProductCommonComponents

l

l



Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Performance Scorecard, Fusion Edition Release 11.1.1.4.0

l

l


39

Client Tier

Web Tier

Services Tier

Strategic Finance (All components are Windows only) Component:l l l

Component:l

Component:l l

Strategic Finance Client Strategic Finance Reader Client Strategic Finance Integration with Financial Management (Client)1 Strategic Finance Integration with Enterprise (Client)2 commonComponents productCommonComponents (Strategic Finance Integration with Financial Management only) tools (Strategic Finance Integration with Financial Management only) hsf_client hsf_reader_client essbaseProductCommonComponents (Strategic Finance Client and Strategic Finance Integration with Financial Management only)

Strategic Finance Web Services commonComponents productCommonComponents tools hsf_server

Strategic Finance Service Strategic Finance Integration with Financial Management (Service)3 Strategic Finance Integration with Enterprise (Service)4


l

l

l l



Note: Strategic Finance integration with Essbase and Planning is automatically installed. Required assemblies:l l l l

l

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0

commonComponents productCommonComponents tools hsf_server essbaseProductCommonComponents (required only for Strategic Finance Service and Strategic Finance Integration with Financial Management Services)

l l l

l

l

l



Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4l

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0

l

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4l

l

Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0

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Client Tier

Web Tier

Services Tier

Oracle Hyperion Profitability and Cost Management, Fusion Edition Component: Profitability Web Application Required assemblies:l l l l l

commonComponents productCommonComponents tools hpm essbaseProductCommonComponents


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Profitability and Cost Management, Fusion Edition Release 11.1.1.4.0

l

l

1You 2You

must also install the Financial Management client. must first install the Enterprise client. 3You must also install the Financial Management client. 4You must first install the Enterprise client.

Data ManagementThe following table describes the components installed on each tier for Data Management products and the ZIP files and installation assemblies required to install that component.Note: The commonComponents assembly is required for all products. The tools and productCommonComponents assemblies are required for all server and Web applications. These assemblies are in Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 and Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4.


41

Client Tier

Web Tier

Services Tier

Oracle Hyperion Financial Data Quality Management, Fusion Edition (All components are Windows only) Component: FDM Workbench Client Required assemblies:l l l

Component: FDM Web Application Required assemblies:l l l l

Component:l l l

FDM Load Balancer FDM Task Manager FDM Server commonComponents productCommonComponents tools fdm

commonComponents productCommonComponents fdm

commonComponents productCommonComponents tools fdm



Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1. 4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1. 4.0 Part 2 of 4 Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11.1.1. 4.0

Required download files:l l

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4


l

l

Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11. 1.1.4.0

l l

l

Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11.1.1.4.0

l

For any adapters you are licensed to use, download the required adapters:l

Oracle Hyperion Financial Data Quality Management Adapter Suite, Fusion Edition Release 11.1.1.4.0 Oracle Hyperion Financial Data Quality Management Source Adapter for SAP Release 11.1.1.4.0 Oracle Hyperion Financial Data Quality Management Adapter for Financial Management, Fusion Edition

l

l

42


Client Tier

Web Tier

Services Tier

Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Component: Performance Manager Integrator Web Application Required assemblies:l l l l l

commonComponents productCommonComponents tools aif essbaseProductCommonComponents


Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4 Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Release 11.1.1.4.0

l

l

Download File ContentsThe following table describes the contents of each download file on E-Delivery. Use this table to help plan your EPM System installation, if necessary.Tip: To see the ZIP file name for each download file, see E-Delivery.

Table 3

Download File Contents Assembliesl l

ZIP File Name Oracle Hyperion Provider Services Release 11.1.1.4.0

analytic_provider_services_webapp essbaseAddins hpm

Oracle Hyperion Profitability and Cost Management, Fusion Edition Release 11.1.1.4.0

l


43

ZIP File Name Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.1.4.0

Assembliesl l l l l

bpm_architect_batch_client bpm_architect_datasync bpm_architect_generator bpm_architect_services bpm_architect_webapp biplus_configlibs biplus_financial_reporting_client biplus_financial_reporting_common biplus_financial_reporting_services biplus_financial_reporting_webapp commonComponents essbaseProductCommonComponents productCommonComponents tools biplus_core_services biplus_migration_utility biplus_portlets_webapp biplus_workspace_webapp workspace_configlibs calc sharedServices svc_client biplus_configlibs biplus_dds biplus_interactive_reporting_client biplus_interactive_reporting_services N/A. Contains EPM System Installer essbase_administration_services_client essbase_client essbase_studio essbaseAddins svchve_client

Oracle Hyperion Financial Reporting, Fusion Edition Release 11.1.1.4.0

l l l l l

Hyperion Enterprise Performance Management System Foundation Services Release 11. 1.1.4.0 Part 1 of 4 Hyperion Enterprise Performance Management System Foundation Services Release 11. 1.1.4.0 Part 2 of 4

l

l l l

Hyperion Enterprise Performance Management System Foundation Services Release 11. 1.1.4.0 Part 3 of 4

l l l l l l

Hyperion Enterprise Performance Management System Foundation Services Release 11. 1.1.4.0 Part 4 of 4 Hyperion Interactive Reporting Release 11.1.1.4.0

l l

l l l l

Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition Release 11.1.1.4.0 Oracle Essbase Client Release 11.1.1.4.0

l

l l l l l

44


ZIP File Name Oracle Essbase Server Release 11.1.1.4.0

Assembliesl l l l l l

essbase_administration_services_webapp essbase_integration_services essbase_services essbase_smartsearch_webapp essbase_studio_services essbaseAddins

Oracle Essbase Spreadsheet Add-in Release 11.1.2.1.0 for Microsoft Windows Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11.1.1.4. 0 Oracle Hyperion Financial Data Quality Management Adapter Suite, Fusion Edition Release 11.1.1.4.0 Oracle Hyperion Financial Data Quality Management Source Adapter for SAP Release 11.1.1.4.0 Oracle Hyperion Financial Data Quality Management Adapter for Financial Management, Fusion Edition Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Release 11.1.1.4.0 Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0

N/A. Contains Spreadsheet Add-in Installer.l

fdm N/A N/A N/A aif hfm_client hfm_common hfm_services hfm_webapp hps_webapp hsf_client hsf_reader_client hsf_server offlinePlanning planning rmi biplus_product_reporting_client biplus_product_reporting_common biplus_product_reporting_services N/A. Contains Smart View installer. biplus_configlibs biplus_webanalysis_webapp

l

l

l

l

l l l l

Oracle Hyperion Performance Scorecard, Fusion Edition Release 11.1.1.4.0 Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0

l

l l l

Oracle Hyperion Planning, Fusion Edition Release 11.1.1.4.0

l l l

Hyperion SQR Production Reporting Release 11.1.1.4.0

l l l

Oracle Hyperion Smart View for Office, Fusion Edition Release 11.1.1.4.0 Hyperion Web Analysis Release 11.1.1.4.0

l

l l


45

46


3In This Chapter

Installing EPM System Products

Installation Sequence .....................................................................................47 Characters Supported for Installation and Configuration...............................................48 Installing EPM System Products ..........................................................................49 Performing Silent Installations ............................................................................58 Installing EPM System Clients ............................................................................60 Installing Additional Instances of Essbase Server ......................................................62 Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 ..........62

Installation SequenceEPM System Installer enables you to install, configure, and deploy multiple products on a machine at one time. EPM System Installer installs components in the correct order, so you can select as many products as you want to install on a machine at one time. Before installing products, see Installation Planning Checklist in Oracle Hyperion Enterprise Performance Management System Installation Start Here and review the system requirements in the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http:// www.oracle.com/technology/products/bi/hyperion-supported-platforms.html). Review the Media Pack Readme on Oracle E-Delivery to see which products are required or optional for use with your products. You can also install Smart View from a standalone executable. See Oracle Hyperion Smart View for Office User's Guide and the Oracle Hyperion Smart View for Office Readme.Note: If you want to install Essbase in standalone mode (not using Shared Services), you can

skip the installation for Shared Services. However, you must configure the Oracle's Hyperion Shared Services Registry database. To configure the Shared Services Registry database without installing Shared Services, see Setting Up the Shared Services Registry Without Installing Shared Services on page 108. The following EPM System products are not installed and configured using EPM System Installer:l

Oracle's Hyperion Data Integration Management

Installation Sequence

47

If you are installing Data Integration Management, see the Hyperion Data Integration Management Installation Guide.l

Data Integration Management Adapters. If you are installing Data Integration Management Adapters, see the Hyperion Data Integration Management Installation Guide.

l

Oracle Hyperion Data Relationship Management, Fusion Edition If you are installing Data Relationship Management, see the Oracle Hyperion Data Relationship Management Installation Guide.

Installation PrerequisitesNote the following installation prerequisites.l

If you are applying the maintenance release to move from EPM System Release 11.1.1.0, 11.1.1.1, 11.1.1.2, or 11.1.1.3 to EPM System Release 11.1.1.4, or if you are reinstalling EPM System products, you must first stop all the services for EPM System products. If you are installing on Windows 2008, disable UAC before installing. (See Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 on page 62.) If you plan to install the Strategic Finance Integration with Enterprise, you must install the Enterprise client first. If you plan to use SSL in a UNIX environment, before you install and configure EPM System, download and install the Apache 2.2.8 binaries that support SSL. During EPM Workspace configuration, select the SSL-capable Apache installation instead of the default EPM System installation. See Configure EPM Workspace Web Server on page 88. If you are using Planning in a Redhat or Oracle Enterprise Linux environment and you are using Simplified Chinese, you must specify LANG=zh_CN.GB18030 (instead of LANG=zh_CN.utf8) in one of two ways:m

l

l

l

l

In the OS system locale variable (if you have not already set it) before you install and configure Planning In setCustomParamsHyperionPlanning.sh after you install and configure Planning

m

Characters Supported for Installation and ConfigurationThe following characters are supported during installation and configuration with EPM System Installer and Oracle's Hyperion Enterprise Performance Management System Configurator.

48

Installing EPM System Products

Table 4

Characters Supported for Installation and Configuration Supported Characters Alphanumeric, dash (-), underscores (_), periods ( . ), and tildes (~). Tildes are supported only on Microsoft Windows. Alphanumeric, dash (-), and dot(.), Alphanumeric characters including non-English (extended and double-byte) characters, except for the blocked characters Alphanumeric characters including non-English (extended and double-byte) characters, except for the blocked characters Blocked Characters All others

Fields PATH

Host name User name

All others +.*/#[]{}();:,@!

Clusters, database names, and other general fields such as DSN names

+.-*\/#[]{}();:,@!

Installing EPM System ProductsYou can install EPM System products in any of the following ways: using the graphical user interface, using the console mode interface, or with no interaction using a silent mode installation response file. When you install EPM System products, you choose which type of installation to perform:l

New installation Apply maintenance release Re-install this release

l

l

For each type of installation, you can choose whether to install EPM System products by tier or by individual component.l

Select Choose components by tier to install all the product components for the selected products by tier (Client, Web application, and Services). You still have the option to specify installation location and the products to install. Select Choose components individually if you want more control over which services and components are installed for each product component.

l

Oracle recommends that you install EPM System products by tier. See Appendix A, What Happens During Installation.Note: On Windows machines, run EPM System Installer and EPM System Configurator as an

administrator. Install and configure as the same user for all EPM System products. If you are using Windows 2008, install with UAC disabled (see Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 on page

Epm Install 11114

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