Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323...

26
Maintaining and Caring for your EPM Environment Luis Castillo and Len Romano, November 13, 2013

Transcript of Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323...

Page 1: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Maintaining and Caring for your

EPM Environment Luis Castillo and Len Romano, November 13, 2013

Page 2: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Presentation Agenda

2

Introductions

General

Log Files

Periodic Maintenance Activities-Common Issues

Monitoring your Environment

Backups and Patches

Questions

Page 3: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Emtec… ‘Big enough to do the work, small enough to care’

EMTEC THE COMPANY

• Serving clients for over 46 years

• 14 locations, including 8 development centers

• Over 1,000 full-time professionals

• Voted One of the Top 100 Places to Work by Crain’s

Chicago in 2012

• Our consultants have an average of 14 years of

experience. Nearly 45% have advanced certifications

• 73% of our PMs, Architects & Consultants worked at Tier

1 consultancies in a previous life

• $255M IT Services Provider

• Regularly compete & win against larger IT service

providers

EMTEC AROUND THE WORLD

US Locations

• Radnor, PA (HQ)

• Atlanta, GA

• Chicago, IL

• Dayton, OH

• Fremont, CA

• Jacksonville, FL

• Herndon, VA

• Minneapolis, MN

• Springfield, NJ

• St. Louis, MO

Global Offices

• Toronto, Canada

• Ottawa, Canada

• Pune, India

• Bangalore, India

EMTEC SERVICES AT A GLANCE

• Emtec has completed more than 1,100 Package Application

engagements, including:

- 200+ Oracle ERP clients with more than 415 engagements

- 206 EPM / Hyperion & OBIEE clients and 323 engagements

- 186 Microsoft clients and more than 255 projects

• Emtec is a premier provider of SaaS and Emerging

technologies solutions, including 51 Salesforce Clients with

more than 75 engagements, Including Sales Cloud, Service

Cloud and Custom Cloud

• Emtec has performed more than 6.3M hours of application

development and maintenance work ranging from Business

Analysis to Product Development

• Emtec has served more than 565 Infrastructure services

clients where we have:

- Deployed more than 1.85M servers, personal computers, tablets

and mobile devices

- Installed or provided more than 925 exabytes of storage

(That’s a whole lot…)

- Triaged more than 30,000 L1 support incidents

- Implemented service management solutions for more than 125

clients

3

Page 4: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

OF

FE

RIN

GS

PR

AC

TIC

E F

AC

TS

Emtec’s five practice areas offer focused solutions to help our clients solve

complex business & IT challenges

From up-front strategy & consulting all the way to application, infrastructure & procurement services,

Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself.

Consulting Services Package Application

Services (PAS) Cloud Technologies

Application

Development &

Management Services

(ADMS)

Infrastructure

Services

• IT Strategy & Planning

• IT Process Improvement

• IT Performance and

Governance

• Information Management:

− Big Data

− Business Intelligence

− Analytics

• Mobility Solutions

• Program and Project

Management

• Oracle

− Fusion

− EBS

− PeopleSoft

− EPM : Including Hyperion

− OBIEE

• Microsoft

− AX and GP

− BI

− CRM

• SAP

• Functional: HCM, FM, SCM

• Cloud Strategy & Planning

• Salesforce.com Solutions

− Sales Cloud

− Service Cloud

− Marketing Cloud

− Force.com

• Workday

• Cloud Application

Development

& Technology

• Private Virtual Cloud

• Cloud Applications

• Portfolio Analysis

• Application Advisory

Services

• Product Development

• Custom Application

Development & Maintenance

• Package Application:

Development, Maintenance

& Support

• Mobile solutions

• Quality Assurance & Testing

Services

• Managed Services, Capacity

Management & Staffing

Services

• IT Service Mgmt.

• Data Center

• Business Application

Infrastructure

• End User Computing

• Platforms

• SWAT team of 45 highly

skilled Strategists, Architects

and Consultants

• 10 years of experience and

more than 75 projects

• 180 Specialists, including

Project Managers, Architects,

Consultants and Analysts

• More than 300 ERP & CRM

projects completed

• Expert team of Big Data,

business intelligence and

analytics professionals

• Specialized team of 25

Strategists, Project Managers,

Architects, and Consultants

• More than 90% certified

• 62 Customers & 112

engagements

• Global workforce of nearly 750

associates (approximately 250

associates based in North

America)

• Provided more than 6.3M

hours of application

development and

maintenance services.

• Special expertise in Business

Analysis and Testing (among

other things)

• More than 100 associates

providing data center,

compute, network and storage

related services

• Value Add Reseller providing

full device lifecycle

management services for

more than 30 years

• IT Service Mgmt. BU having

supported more than 70

distinct clients

4

Page 6: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

General

Page 7: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

General

• As with all applications, the EPM Suite of products require care and

maintenance to ensure optimal condition and minimize downtime for Business

users.

• The purpose of this session is to talk about some of the basic, yet important

steps to maintain your EPM environment and some of the basic troubleshooting

steps.

7

Page 8: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Log Files

Page 9: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Log Files

• The first step to troubleshoot issues is to review the application logs

• Different type of logs:

–Installation logs

–Configuration logs

–WebLogic Managed Server logs

–Application Logs

9

Page 10: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Log Files

• Component Log location

10

Log Type Logs Location

Installation Logs <DRIVE>:\Oracle\Middleware\EPMSystem11R1\diagnostics\logs\install

EPM System Configurator Logs <DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\con

fig

EPM System Diagnostics (also the location for the EPM System

Validation Report)

<DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\vali

dation

Service Startup log for each WebLogic Managed Server (detail

level log and error information log)

<DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\serv

ices

WebLogic Activity Logs <DRIVE>:\Oracle\Middleware\user_projects\domains\EPMSystem\servers\<MA

NAGED_SERVER>\logs

Essbase Server Logs <DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\ess

base\essbase_0 (where 0 is the Essbase instance number)

Essbase Application Logs <DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\ess

base\essbase_0 \<APP>

HFM Logs <DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\hfm

Planning Logs <DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\plan

ning

Page 11: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Log Files

• Foundation (Shared Services and Workspace) Logs

11

Default Log Location Log File Name and Contents

MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/Foun

dationServices0/logs

FoundationServices0.log–Server and security activity

SharedServices_Admin.log–Applications Groups management activity

SharedServices_Audit.log–Audit server errors while reading/writing

audit information to the database or while configuring auditing

SharedServices_Audit_Client.log–Information about the audit client

SharedServices_CMSClient.log–Metadata Service client activity

SharedServices_Hub.log–Shared Services listener and initialization

activity

SharedServices_ImportExport.log–

SharedServices_LCM.log–Lifecycle Management activity when it is

run from EPM Workspace

SharedServices_Registry.log–Shared Services Registry activity

SharedServices_Security.log–User management, provisioning,

authentication, and single sign-on activity

Workspace.log–EPM Workspace error and informational messages

Page 12: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Log Files

12

• EPM Application logs:

Default Log Location Log File Name and Contents

<DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\pla

nning

UserProvisionSync.log–Security refresh information, such as

provisioning or “user not found” issues

Planning utility logs–A log for each Planning utility

PlanningAppUpgradeLog_application_name.txt–An upgrade log for

each upgraded Planning application

<DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\hf

m

EPMWindowsConfig.log—Activity related to Financial Management-

specific configuration tasks

hfm.odl.log—Financial Management core activity

HsvEventLog.log—Financial Management activity

InteropJava.log—Financial Management interop activity

<DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\diagnostics\logs\es

sbase\essbase_0, where 0 is an instance number

ESSBASE.LOG–Essbase Server activities and errors

dataload_ODL.err–Data load and dimension build errors

log0000x.xcp–Errors that result when Essbase Server stops

abnormally

Page 13: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Periodic Maintenance Activities-Common Issues

Page 14: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Periodic Maintenance Activities

• Periodic maintenance activities can help prevent issues and performance impacts

• The activities below should be performed periodically

• Common:

–Exclude the installation folder from automatic (<DRIVE>:\Oracle\Middleware)

because this impacts performance

–Virus scan should be scheduled to happen during maintenance period

–Archive log files: Logs can become very large and may affect performance and

may cause disk space shortage

–Review patches periodically for potential defect resolution

• HFM:

–HFM Error and Audit Tables can impact performance after 500,000 rows

–Archive and truncate the following HFM Tables

• Quarterly: HFM_ERRORLOG

• Yearly: <HFM_APP>_DATA_AUDIT

• Yearly: <HFM_APP>_TASK_AUDIT

–Delete HFM Invalid Records on a quarterly basis

14

Page 15: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Common Issues

• The table below provides a list of the most common issues and possible

solutions

15

Issue Possible Solution

Receive “Page Cannot be Displayed” when trying to access Workspace or

Shared Services (HTTP Error 404)

Ensure that the web server (IIS or Oracle HTTP Server) is running. Also,

ensure that the services for the web component is also running

External users (Active Directory) cannot login while native users can Ensure the connection information for Active Directory is correct and the

password for the AD account has not changed. Engage AD Administrator

Web application service crashes and log reports out of memory error Increase the Java Heap Size for the application. This can be done via the

Windows Registry or via the startup script in non-Windows environments

Essbase Service starts and stops immediately Verify that the drive did not run out of space. It is recommended that there

is as much free space available as the largest Essbase cube to

accommodate database restructures

Essbase does not start The most common reason for Essbase to not start is a corrupted Security

file. This happens if Essbase quit unexpectedly or due to ungraceful

shutdown.

Restore the Security file from its last backup

Page 16: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Monitoring your Environment

Page 17: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Monitoring your environment

• Constantly monitoring the environment and resources will help avoid issues

with the applications

• Use Enterprise monitoring tools to alert on service failures, memory shortage,

disk space, disk performance and CPU utilization. Below is an example on

some statistics that can be monitored:

17

Windows Server

Resource

Monitoring

Memory: % Committed Bytes In Use

Memory: Page Faults/sec

PhysicalDisk: Current Disk Queue Length

PhysicalDisk: Disk Read Bytes/sec

PhysicalDisk: Disk Reads/sec

PhysicalDisk: Disk Write Bytes/sec

PhysicalDisk: Disk Writes/sec

Processor: % Idle Time

Processor: Interrupts/sec

System: Threads

SAN Monitoring Storage Area Network (SAN) devices are now a standard infrastructure. They tend to be shared by many servers and can act

as a performance bottleneck if not properly configured, low on internal caches, or many servers are using the same SAN port.

Network

Monitoring

Network switches and routers link all the servers and a failure or intermittent errors will cause connectivity issues. Automated

alerts should be sent on high utilization and/or if key error conditions occur.

Page 18: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Monitoring your environment - Alerts

• When setting up alerts on server resources, the following can be used as

threshold:

–Available Space on Drive: 25% or less - On Essbase servers, as much space

as the largest cube

–Available Memory: 10% or less – when the server runs out of physical

memory, it uses virtual memory which is slower and impacts performance

–CPU Utilization: 90% - review processes running and “stuck” applications.

Review application logs for possible errors

• When receiving alerts of application failures or service crash, archive the logs

first, and then restart the service(s). Some logs are deleted during startup.

18

Page 19: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Monitoring your environment

• On highly available environments using a load balancer, ensure the load

balancer does health checks on the applications so that the load balancer does

not route traffic to an unavailable server

• On Virtual Environments, monitor performance statistics on the physical host(s)

• Do not overcommit physical hosts with VMs. This severely impacts the

performance and it is the most common reason for poor performance in virtual

environments

19

Page 20: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Backups and Patches

Page 21: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Backups

• Relational Database Backups

–Incremental backups should occur daily with a full database backup on a

weekly basis.

–The Reporting and Analysis Database should be backed up in conjunction

with its physical file repository: (Default Location)

<Drive>\Oracle\Middleware\user_projects\epmsystemx\ReportingAnalysis\dat

a\RM1

• Application Server Backup

–Daily incremental backups of the following with a full weekly backup:

• System registry

• Temporary directories

• User profile directories

• Application file system

21

Page 22: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Backups

• Essbase Backups:

–It is recommended to backup Essbase on a nightly basis

–Essbase should be shut down prior to backup. If Essbase is running, some

files will not be backed up

–Below are the Essbase files that should be backed up: ARBORPATH =

<DRIVE>:\Oracle\Middleware\user_projects\epmsystemx\EssbaseServer\ess

baseserver1

22

File Description Location

essxxxxx.ind* Essbase index file ARBORPATH/app/appname/dbname/

essxxxxx.pag* Essbase data file ARBORPATH/app/appname/dbname/

dbname.esm Essbase Kernel file that contains control information used for

database recovery

ARBORPATH/app/appname/dbname/

dbname.tct Transaction control table ARBORPATH/app/appname/dbname/

dbname.ind Free fragment file for data and index free fragments ARBORPATH/app/appname/dbname/

dbname.app Application file containing application settings ARBORPATH/app/

dbname.db Database file containing database settings ARBORPATH/app/appname/dbname/

x.lro Linked reporting objects ARBORPATH/app/appname/dbname/

essbase.sec Essbase security file ARBORPATH/bin/

essbase.bak Backup of the Essbase security file ARBORPATH/bin/

essbase.cfg Essbase Server configuration file ARBORPATH/bin/

.otl

.csc

.rul

.rep

.eqd

.sel

Database artifact files ARBORPATH/app/appname/dbname/

Page 23: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Patches

• Develop a plan for periodic maintenance and patching

• Search for patches on your licensed products periodically

–HFM, Planning, Essbase, etc.

–When searching for patches, include other components in the EPM suite:

Foundation (Shared Services and Workspace), Reporting and Analysis, etc.

• Apply patches only applicable to your environment

–Patches should be applied to non-production environments first

–Review the patch notes for compatible releases, OS, defect(s) fixed

–Apply patches to client machines if required by the patch

• Review patches for components such as Oracle HTTP Server and Java. OHS

is a web server and it can be vulnerable

23

Page 24: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Patches

• What to look for in a patch:

–Look at the list of fixes and ensure the patch applies to your environment

–Review the prerequisites – the most ignored section yet one of the most

important

–Apply OS Patches or patches to other components in the suite required by the

patch you’re installing

–Some patches require post installation activities, make sure to review them in

the readme file.

24

Page 25: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Questions

25

Page 26: Maintaining and Caring for your EPM Environment- 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft clients and more than 255 projects • Emtec is a premier provider

THANK YOU FOR YOUR TIME

Please visit us online at www.emtecinc.com