NAVIGATING THE ORACLE EPM 11.2 UPGRADE · 2020. 11. 6. · Navigating the Oracle EPM 11.2 Upgrade...

MICHIGAN ORACLE USERS SUMMIT 2020MONDAY OCTOBER 26 – THURSDAY OCTOBER 29, 2020VIRTUAL EVENT

NAVIGATING THE ORACLE EPM 11.2 UPGRADEPRESENTER NAME: JENNIFER FAHEYPRESENTER TITLE: PRINCIPAL HYPERION CONSULTANTCOMPANY: SYNTAX

2Confidential & ProprietaryNavigating the Oracle EPM 11.2 Upgrade

Presenter: Jennifer Fahey

• Principal Hyperion Consultant• Providing solutions for Oracle Hyperion Products for over 24 Years• Provided expertise in the design, development, and training phases on many

successful implementations across a wide range of industries• Providing comprehensive training for Oracle Hyperion Products for over 24 Years• Resides in Suwanee, GA

3Confidential & Proprietary

EmployeesGlobally

1.2KYears Supporting Oracle & SAP ERP

40Years of Cloud

Managed Services

25Years

in Technology

45+

Syntax Overview

4Confidential & Proprietary

Oracle BI/EPM Projects & Managed Services

Projects:• Extensions & Customizations• Health check assessments• Upgrades to the latest supported

releases• Migrations into hosted Syntax Cloud• Onsite or virtual training for Oracle

BI/Hyperion

Managed Services:• SLA Based Support• Real-time server performance monitoring and

alerting• Proactive maintenance activities• On-Demand block of hours to be used for:

• Ticket Resolution• Extensions & Customizations

• Coverage:• Standard Support: 7AM-7PM EST US, Mon-Fri• On-Call/911 Support: After hours and weekends

(as optional add-on)

Navigating the Oracle EPM 11.2 Upgrade 5Confidential & Proprietary

Agenda

• Why the upgrade to 11.2 is beneficial• What are the version specific upgrade options

coming from earlier versions (i.e. 11.1.2.3, 11.1.2.4)• Tip and tricks for preparing and executing the

installation and configuration of 11.2


Decision Made–Remaining On Prem• Pros/Cons weighed• Factors assessed – Current Application(s),Budget,

Resources, ST/LT Business needs/goals etc.• On-Prem traditional or On-Prem Hosted (Private or

Public Cloud)


Why Upgrade?Support Timelines…Current Support Timelines for 11.1.2.x releases• Essbase 11.1.2.4 Extended Support updated end date to Dec 2024• EPM 11.2 Premier Support available through at least 2031• EPM On-Prem is a part of Oracle Applications Unlimited

Other Considerations• MS SQL Server 2012 support ends Dec 2021• Windows Server 2012 R2 support ends Oct 2023


Why Upgrade? New Features…

HFM• Automated Consolidations• Performance Improvements• Native Metadata Editor• Purging source tables after

import

Planning• Smart Push• Extended Attribute Support• Valid Intersections

Infrastructure• Additional 3rd party certifications• Edge and Chrome Support


Other Upgrade Considerations

• 11.2.0 only supports Windows Server 2019, Windows 10, SQL Server 2016(SP2+), Oracle DB (11.2.0.4+, 12.1.0.1+, 12.2.0.1+)

• 11.2.1 added support for Windows Server 2016, Google Chrome* & MS Edge* • 11.2.2 added support for Linux 7, Red Hat 7 & Oracle DB 19C. Removes support for

IE.• 11.2.3 released this month with bug fixes for Windows and Linux only, support for

TLS 1.2, and the ability to apply an update directly from Release 11.2.1 or Release 11.2.2

• Essbase sourced Financial Reporting Reports cannot be migrated. Must recreate from scratch.


Other Upgrade Considerations

• 11.1.2.4 shipped with Java 1.6 but 11.2 ships with Java 1.811.2.1

• Weblogic has gone from 10.3.6.0 in 11.1.2.3 to 12.2.1.3 in 11.2

• Oracle HTTP Server has also skipped versions going from 11.1.1.7 to 12.2.1.3

• Transport Layer Security (TLS) 1.2 was an option in 11.1.2.4, TLS 1.2 is supported out of the box in 11.2

• Reporting Analysis Framework has been eliminated


Discontinued Features/Tools• Hyperion Financial Management

• Financial Management Analytics• Essbase Analytics Link for Hyperion

Financial Management• Quantitative Management and

Reporting for Solvency• Hyperion BI+

• Interactive Reporting (IR)• Production Reporting (SQR)• Web Analysis (WA)

• Hyperion Planning • Hyperion Strategic Finance• Simplified User Interface (SUI)• Project Financial Planning• Workforce Planning and Capital Expense Planning• Crystal Ball (replaced by Predictive Planning)• Offline Planning

• Additional • EPM Architect (EPMA)• Disclosure Management• EPM Mobile


Migration

• EPM 11.2 is an Out-of-Place install• The only supported upgrade path to 11.2 is 11.1.2.4• Any prior versions (11.1.2.3 and earlier) must upgrade to 11.1.2.4.x

before going to 11.2. **LCMs from 11.1.2.4 only supported.• High Level Summary

• Refer to the “Oracle 11.2 Support Matrix”• Install 11.2 on new hardware with supported OS, prerequisites• Use LCM from 11.1.2.4 to artifacts to 11.2

https://www.oracle.com/a/otn/docs/epm-11.2-cert-matrix.xlsx


Preparation RemindersWindows Servers

• Apply Windows updates and reboot servers• Validate ports/resolve any conflicts• Disable UAC• Synch the clocks of all the servers in the install• Disable the Anti-virus software during the install. • Establish shared file systems used in the install

Install Account• Do NOT use the Administrator account to install• Create or use an account with the following Local Policies:

• Act as part of the OS• Bypass Traverse Checking• Log on as a botch job• Log-on as a service

• Pre Config – Ensure all necessary databases and logins have been created


RCU (Oracle Repository Creation Utility)

• For 11.1.2.4 and prior this was not a concern during setup unless you used ODI, Financial Close Mgmt Suite or OBI

• 11.2 requires the RCU process is completed before attempting to create the WebLogic domain and deploying EPM Foundation web service


RCU Prep• If using MS SQL Server

• An empty database must be created• Queries must be executed:

• ALTER DATABASE DATABASE_NAME SET READ_COMMITTED_SNAPSHOT ON • ALTER DATABASE DATABASE_NAME SET ALLOW_SNAPSHOT_ISOLATION ON• ALTER DATABASE DATABASE_NAME COLLATE LATIN1_GENERAL_CS_AS

• If using an Oracle database, RCU creates the schemas and associated users for you• Note for distributed environments – per Oracle’s recommendation use 1 Oracle

Schema or 1 MS SQL Database per RCU Prefix. So use a different prefix for each machine.


RCU

• Run RCU from Oracle/Middleware/oracle_common/bin/rcu.bat using the instructions from Oracle at RCU

• RCU utility requires credentials for a dba superuser account (“sa” for MS SQL or “sys as sysdba” for Oracle)

https://docs.oracle.com/en/applications/enterprise-performance-management/11.2/hitis/creating_infrastructure_schemas_using_repository_creation_utility.html


RCU


RCU Final Step

Manually edit the RCUSchema.properties file• Location -

Oracle\Middleware\EPMSystem11R1\common\config\11.1.2.0\RCUSchema.properties• Note that passwords are exposed until configuration. They are encrypted at that point.• Required step on each server where Oracle Weblogic Components live• Doc for updating the file can be found here …RCU Schema Prop File update

https://docs.oracle.com/en/applications/enterprise-performance-management/11.2/hitis/updating_rcu_properties_100x6cc886df.html


Other Thoughts

• Aside from RCU, the install and config are very similar to previous versions.• EPM version 11.2 utilizes Essbase version 11.1.2.4.033, Oracle Hyperion

Provider Services Release 11.1.2.4.033 and Oracle Hyperion Essbase Administration Services 11.1.2.4.031.

• Users will see the same features and functionalities using Essbase EPM version 11.2. The eventual path is to Essbase19C but looks to be further out on the horizon.

• The End User experience is nearly identical for the EPM stack


Navigating the Oracle EPM 11.2 Upgrade

Q&A

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CONTACT INFO:Jennifer Fahey

[email protected]

404.218.8422

MICHIGAN ORACLE USERS SUMMIT 2020Presenter: Jennifer FaheySyntax OverviewOracle BI/EPM Projects & Managed ServicesAgendaDecision Made– �Remaining On PremWhy Upgrade?�Support Timelines…Why Upgrade? �New Features…Other Upgrade ConsiderationsOther Upgrade ConsiderationsDiscontinued Features/ToolsMigrationPreparation RemindersRCU �(Oracle Repository Creation Utility)RCU PrepRCURCURCURCURCURCU Final StepOther ThoughtsQ&ASave The DATESURVEYSContact info:

NAVIGATING THE ORACLE EPM 11.2 UPGRADE · 2020. 11. 6. · Navigating the Oracle EPM 11.2 Upgrade...

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