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L E S S O N 4
Installing Product Components 4
Objectives
At the end of this lesson, you should be able to:
Describe EPM System Installer
Enumerate the steps to install EPM System products
Create and execute silent installation files
Install Foundation Services
Install Financial Management
Install FDM and ERP Integrator
Install Reporting and Analysis Framework
Install Financial Reporting Studio and Financial Reporting Print Server
Install the Smart View client
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EPM System Installer Overview
You use EPM System Installer to install all EPM Systemcomponents.
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4-2 Financial Management 11.1.2: Installation and Configuration
EPM System Installer OverviewEPM 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.
You use EPM System Installer to install all but the following EPM System products:
Smart View client
Financial Reporting Studio Client
Financial Reporting Print Server
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Installation Prerequisites
If you plan to deploy EPM System products in an SSL-enabled environment, review
the Oracle Hyperion Enterprise Performance Management System Security
Administration Guide before you install and configure. The SSL implementation that
you choose affects the available options during configuration.
If you are installing on Windows 2008, disable UAC before installing.
If you plan to install Financial Close Management, you must install Oracle Service-
Oriented Architecture (SOA) Suite first.
If you are installing on the same machine on which Oracle Business Intelligence
Enterprise Edition or Oracle Business Intelligence Publisher are installed, install into
two different Middleware homes. The products rely on different releases of Fusion
Middleware.
Typically, EPM System Installer installs WebLogic Server. If you want to use an
existing WebLogic Server installation instead of the WebLogic Server installed byEPM System Installer, note the Middleware home location for the WebLogic Server
installation. During installation, you must install EPM System products to this same
Middleware home. If EPM System Installer detects an existing WebLogic Server
installation in the installation location, it does not install WebLogic Server.
Oracle HTTP Server Prerequisites
EPM System Installer installs Oracle HTTP Server during the installation of Foundation
Services, using the Oracle HTTP Server silent installer. You must install Oracle HTTP
Server even if you do not plan to use it as your Web server, because EPM SystemConfigurator activates the Web server configuration task with the Oracle HTTP Server
installation. During Web server configuration with EPM System Configurator, you can
specify the Web server to use.
Before you begin installation, ensure that you meet the installation prerequisites for
Oracle HTTP Server and review the Oracle HTTP Server installation documentation and
release notes for details on certified operating systems, as well as important installation
issues and workarounds.
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Installing EPM System Products
You perform the following tasks in EPM System Installer:
1. Verify system prerequisites are met
2. Specify Middleware home directory
3. Select installation type
4. Select products to be installed
5. Confirm your selections
6. Review summary report
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4-4 Financial Management 11.1.2: Installation and Configuration
Installing EPM System ProductsYou can install EPM System products using the graphical user interface, using the
console mode interface, or using a silent mode installation response file.
NOTE: On Windows machines, run EPM System Installer as an administrator. Install
as the same user for all EPM System products. On UNIX machines, do not use the root user to install. Install and configure
as the same user for all EPM System products.
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To install EPM System Products:
1. Choose a method:
(Windows) Double-click installTool.cmd in the root directory to which you
extracted the EPM System Installer files.
(Windows) From a Windows console, change to the root directory to which you
extracted the EPM System Installer files, and enterinstallTool.cmd -console.
Create a silent installation response file. For more information, see Recording a
Response File on page 4-16.
(UNIX) Change to the root directory to which you extracted the EPM System
Installer files, and enter./installTool.sh.
(UNIX) Change to the root directory to which you extracted the EPM System
Installer files, and enter./installTool.sh -console.
EPM System Installer is launched.
TIP: The first page of EPM System Installer might open hidden behind other
windows if you navigate away from the EPM System Installer window
or if you try to reposition the initial window. Press Alt+Tab to switch to
the first page of the wizard.
2. Select a language for the installer.
3. Review and complete each page of EPM System Installer, clicking Next to move to
the next page. In console mode, enter the number beside the selection that you want.
4. When installation is complete, click Configure to configure the products using EPM
System Configurator, or click Finish to close EPM System Installer.
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Reviewing System Prerequisites
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Reviewing System PrerequisitesReview the prerequisites carefully before you continue the installation.
EPM System Installer checks for the following:
Whether your system has a supported operating system.
Whether your system meets minimum memory requirements to run the installation.
Whether the user installing has administrator privileges. (Windows only)
Whether your system meets environment variable prerequisites.
Whether the inventory is writable.
Whether the computer host name resolves to an IP address. If the machine host
name resolves to an IP address, EPM System Installer provides a warning. Oracle
recommends that you resolve this issue and provide a host name instead of an IP
address before proceeding.
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Whether 1 GB of temporary space is available.
Basic pre-installation checks for Oracle HTTP Server and WebLogic Server.
Prerequisite checks for Oracle HTTP Server. If this test reports any errors, review the
Oracle HTTP Server documentation for solutions.
A check mark indicates that your system meets EPM System Installer prerequisites. If
any prerequisite items do not display a check mark, and you choose to continue, the
installation might not succeed.
TIP: If you are using a hosts file to resolve your hostname, the host name resolves to
the first entry in your hosts file. To prevent potential communication problems in
a distributed environment, make sure that the first entry in your hosts file is the
machine's fully qualified domain name so that it is stored in Shared Services
Registry.
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Specifying the Middleware Home Directory
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Specifying the Middleware Home DirectoryA Middleware home consists of the Oracle WebLogic Server home and, optionally, one
or more Oracle homes, including EPM Oracle home. A Middleware home can reside on a
local file system or on a remote shared disk that is accessible through a network file
system.
The Middleware home location is defined during the first product installation on the
computer. Subsequent installations on the computer use the previously defined location.
The default installation directory is Oracle/Middleware.
The destination that you specify becomes the Middleware home. By default EPM System
Installer creates a default EPM Oracle home under the Middleware home.
Middleware Home Prerequisites
Note the following information about Middleware home:
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You must ensure that this destination has enough disk space to install all products
that you want to install on this machine. See Oracle Hyperion Enterprise
Performance Management System Installation Start Here for disk space
requirements.
You select a Middleware home for each machine in your environment.
If you are reinstalling EPM System products on this machine, or if you are adding
products to your installation, the existing location for the Middleware home is listed as
the default installation destination, and you cannot change it.
The destination path cannot contain spaces; for example, c:\Program Files is not
acceptable.
EPM Oracle Home
An Oracle home contains installed files that are necessary to host a specific product, and
resides within the directory structure of the Middleware home. The EPM Oracle home
contains files for EPM System products.
Components of EPM System products are installed in the EPM Oracle home directory
under the Middleware home. The default EPM Oracle home location is
MIDDLEWARE_HOME\EPMSystem11R1. In addition, common internal components used by
the products are installed in EPM Oracle home. Choose the location carefully to ensure
that it has enough disk space for all products that you are installing on the machine. You
cannot change the location.
In a distributed environment, the EPM Oracle home directory structure must be the same
on each machine.
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Selecting an Installation Type
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Selecting an Installation TypeWhen you install EPM System products, you choose which type of installation to perform:
New installationChoose this option if you are installing an EPM System product
for the first time on this computer, or if you want to install additional components that
you did not initially install.
Apply Maintenance ReleaseChoose this option if you have already installed
release 11.1.2.0. This release provides a maintenance release for release 11.1.2.0. If
you are applying the maintenance release, EPM System Installer applies the release
to all installed 11.1.2.0 products. You cannot apply the maintenance release to only
some products in your deployment.
Re-install this releaseChoose this option if you already installed this version of
this EPM System product and you want to reinstall it; for example, if you need to
repair an existing installation.
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NOTE: You cannot combine installation types in one session. For example, you
cannot perform a new installation of one product at the same time that you
perform a reinstallation of another product.
For each type of installation, you choose whether to install EPM System products by tier
or by individual component:
Select Choose components by tier to install all 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.
Oracle recommends that you install EPM System products by tier.
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Selecting the Products to Install
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Selecting the Products to InstallGenerally, you can install any combination of components on any computer. Note the
following about product selection:
Products are available for installation only if the assemblies are downloaded to the
correct location and the selected component is supported on the platform on which
you are installing. If a product is unavailable on the Product Selection page, ensure
that the assemblies are in the correct location.
Select a product component to see information and status about it in the lower
portion of the screen. If Microsoft Internet Information Server (IIS) is required for your
installation, and it is not installed, a warning is noted in the lower portion of thescreen, and you cannot proceed until you install IIS. If you are installing on an
unsupported platform, a warning is displayed.
The Shared Services and Workspace Web applications are installed when you install
the Foundation Services Web application.
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If you selected New Installation, and you already installed this release of a product,
the product is unavailable in the Product Selection page.
In some cases, a component is selected, but it is unavailable (you cannot clear it)
because it is required for another selected component.
You can install products by tier or individually.
Installing Products by Tier
To install by tier, select the deployment tier to install: Client, Web application, or Services.
EPM System Installer automatically selects all product components that are available for
installation on the selected tier. Components are available for installation if you
downloaded the installation assemblies and extracted them to the proper/assemblies
directory. EPM System Installer automatically selects required components for the
selected product.
You can install the products on a particular machine at one time. EPM System Installer
installs them in the correct order.
Installing Products Individually
To install products individually, browse the product list and select individual products or
components. You can expand and collapse the entries to select or clear specific options
for each product and component.
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Confirming Your Selections
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Confirming Your SelectionsBefore installing the product components that you selected, you can review the summary
of products to be installed. If necessary, you can go back and make corrections.
From this panel, you click Next to begin the installation, orSave to save your selections to
a response file for use in a silent installation. For more information about silent
installations, see Performing Silent Installations on page 4-16.
EPM System Installer warns you if there is insufficient disk space for the products that
you selected.
During installation, EPM System Installer displays the progress indicator after it preparesthe list of assemblies to install. This might take several minutes, depending on how many
products you selected. EPM System Installer displays progress incrementally as each
assembly's installation is complete.
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Reviewing the Summary Report
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Reviewing the Summary ReportEPM System Installer indicates the success or failure of the installation. If any part of the
installation fails, EPM System Installer notes which assembly failed to install. Check the
log files for more information about the errors. You can find the log files in
EPM_ORACLE_HOME/diagnostics/logs/install. Each assembly has a log file named
productinstall.log; for example, hss-install.log, and a log file for installation,
installToolinstall-DateTime.log.
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Performing Silent Installations
You run the installTool.cmd file to perform silent installations.
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Performing Silent InstallationsSilent installations automate the installation process so that you can install EPM System
products on multiple computers without manually specifying installation settings on each
machine.
To enable silent installation, record your installation settings in a response file. You can
then run a silent installation from the command line, using the installation options that
were saved in the response file.
Recording Response Files
You can record response files in the following ways:
Record the installation settings while performing an installation.
Record the installation settings without performing an installation.
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To record installation settings while performing an installation:
1. Navigate to the directory that contains EPM System Installer.
2. From a command line, run a command:
installTool.cmd -record filename for Windows
installTool.sh -record filename for UNIX
Where filename includes an absolute path or file name for the response file.
EPM System Installer is launched.
3. Proceed through EPM System Installer, specifying the options that you want to
record. On the Installation Confirmation panel, click Next to perform the installation.
The products are installed according to the installation settingsthat you specified, and the installation settings are recorded in the
response file that you specified.
To record installation settings without performing an installation:
1. Launch EPM System Installer.
2. Proceed through EPM System Installer, specifying the options that you want to
record. On the Installation Confirmation panel, click Save to record the settings in a
response file.
3. Browse to a location to save the response file.
4. Specify a file name for the response file, and click Save.
The response file is saved.
Modifying Response Files
After creating a response file, you can modify it to customize installation options for
certain machines. For example, you might create a master silent file for all products, and
then for each machine, change the location of the Middleware home and keep only the
product components that you want to install on this machine.
To modify response files:
1. Navigate to the location where you saved the response file.
2. Open the response file in a text editor. The response file is in XML format. Edit the file
using the following options:
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Location of the Middleware home.
Product components to install to specific tiers. Make
changes in , , , and
.
The name of the product. Enclose product names inquotation marks, because they are XML attributes.
The component of the product. Enclose
component names in quotation marks, because they are XML attributes.
The installation tier for the component installation (Client,
Service, Web application).
The services to install.
3. Save the file in XML format.
Executing Response Files
After creating and modifying a response file, you execute it to perform a silent
installation.
To execute response files:
1. Copy the response file to the machine on which you want to run the installation. You
can also copy the file to a network drive that is accessible from the machines on
which you want to install.
2. From the command line, enter a command:
installTool.cmd -silent filename for Windows
installTool.sh -silent filename for UNIX
Where filename includes an absolute path or file name for the response file.
The installation runs in the background.
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Installing Foundation Services
Shared Services and Workspace are installed when you select
Foundation Services Web Applications.
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Installing Foundation ServicesFoundation Services consists of six components:
Shared Services
Workspace
Oracle Weblogic Server
Oracle HTTP Server
Performance Management Architect
Calculation Manager
Workspace is installed with Shared Services when you select Foundation Services Web
Applications in EPM System Installer.
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Shared Services Overview
Shared Services provides a central framework for creating, provisioning, and maintaining
users; and managing user security across all Hyperion modules, including external
authentication.It also facilitates sharing metadata and infrastructure services. Shared
Services is designed to provide easy integration and interoperability with existing IT
assets.
Shared Services provides user provisioning and external authentication.
User Provisioning and External Authentication
Refer to Lesson 5, Configuring Shared Services, for more information on user
provisioning and external authentication.
Selecting Foundation Services Components
The following table lists the Foundation Services components that you can select to
install:
Foundation ServicesComponent Description
Foundation Services WebApplication
Installs the Shared Services and Workspace Webapplications.
Static Content Files Installs all EPM System static content, including online help.
Oracle HTTP Server Installs Oracle HTTP Server if it is not already installed.
WebLogic Application Server Installs WebLogic Application Server if it is not alreadyinstalled.
NOTE: If you want to use an existing WebLogic Server installation instead of the
WebLogic Server installed by EPM System Installer, note the Middleware
home location for the WebLogic Server installation. During installation, you
must install EPM System products to this same Middleware home. If EPM
System Installer detects an existing WebLogic Server installation in the
installation location, it does not install WebLogic Server.
Workspace Overview
Workspace is a DHTML-based, zero-footprint client. It provides the user interface for
viewing and interacting with content created with authoring studios and financial
applications, including:
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Consolidation application tasks
Planning application tasks
Financial reporting for scheduled or on-demand, highly formatted financial and
operational reporting from most data sources, including Financial Management and
Planning
Interactive reporting for ad hoc relational queries, self-service reporting, and
dashboards against ODBC data sources
Production reporting for high-volume, enterprise-wide reporting
Web analysis for interactive ad hoc analysis, presentation, and reporting of
multidimensional data
Enterprise metrics for management metrics and analysis presented in easy-to-use,
personalized, interactive dynamic dashboards
Performance Management Architect Overview
Performance Management Architect is thecomponent of Foundation Services that helps
streamline the creation and deployment of financial applications from a central location.
The visual environment provided by Performance Management Architect allows for a
simple and intuitive user experience in modeling the financial business process,
including data, dimensions, and application logic.
Performance Management Architect helps users configure these dimensions from an
extensible library, link different applications, reuse or move artifacts from one application
to another, and graphically manage data flows between applications. In this way,Performance Management Architect provides the industrys first business process
modeling tool for building and maintaining Planning and Financial Management
applications.
Selecting Performance Management Architect Components
The following table lists the Performance Management Architect components that you
can select to install:
Performance Management
Architect Component DescriptionBatch Client Installs a command-line tool to access Performance
Management Architect
File Generator Installs the ADS file generator tool
Web Application Installs all components to access Performance ManagementArchitect through the Internet
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Installing Microsoft IIS and .Net Framework
To use Performance Management Architect, Microsoft IIS must beinstalled on the
Dimension server as well as the Financial Management application server. The
application server does not need to have the ASP components enabled.
For Windows 2000 Server, IIS 5.0 is provided.
For Windows 2003, IIS 6.0 is provided. For IIS 6.0, you must enable the following
components:
- Active Server Pages (ASP)
- ASP .NET 2.0 (automatically installed if not present)
Performance Management Architect requires .NET 2.0 Framework on the machine
where you install the Dimension server. If .NET 2.0 Framework is not installed on your
machine, EPM System Installer automatically installs it.
Calculation Manager Overview
Calculation Manager is a feature of Performance Management Architect that is installed
with Foundation Services. It provides the graphical interface for building and calculating
business rules for Planning and Financial Management applications. To use Calculation
Manager, you must install both Performance Management Architect and Calculation
Manager.
Data Synchronizer Service Installs the Performance Management Architect datasynchronization engine
Dimension Server Service Installs the Performance Management Architect dimension
server
Performance ManagementArchitect Component Description
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Installing Financial Management
Financial Management installations include the followingcomponents:
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Installing Financial ManagementBy default, EPM System Installer performs the following operations when you install
Financial Management:
Creates installation directories
Copies Financial Management software files to the directory specified during the
installation
Copies common components to the specified HYPERION_HOME directory
Installs the Java Runtime Environment (JRE) version
For Financial Management, if you use a separate application server and client
workstation, you must install Financial Management on each computer.
If Microsoft Data Access Component (MDAC) is not installed on the application server,
EPM System Installer installs it.
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NOTE: The MDAC installation process can be time-consuming, and requires that
you reboot your computer.
Selecting Financial Management Components
The following table lists the Financial Management components that you can select to
install:
Component Description
Client Installs all components for a full client installation, including theWin32 Client and the Analytic Data Model (ADM) Client
Sample Applications andStarter Kits
Installs sample Financial Management applications and starter kits
ADM Driver Installs all of the files needed for ADM integration with FinancialManagement
IIS Web Applications Installs all components to access Financial Management throughthe Internet
Web Service Installs the files needed to integrate Financial Management withFinancial Close Management
Financial ManagementService
Installs the Financial Management service (not recommended forproduction environments)
Financial Management Service keeps the application running and prevents logon delays.Keeping the application running means that there is a greater likelihood of data being
cached to handle incoming queries. This can speed up the logon process, but it can also
slow down overall performance of Financial Management applications. Oracle
recommends that you disable this service in production environments.
Stopping the service does not stop the application processes if a user is logged on. In a
multiserver environment with multiple applications, it is likely that the application
processes will not shut down until the very last user logs off the very last application.
When users close a browser session, IIS keeps the user logged on to the application
until the IIS timeout is reached (default is 6 hours).
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Installing Microsoft IIS
To use Financial Management on the Web, you must install Microsoft Internet
Information Services (IIS) on the Web server. If you use a separate, dedicated computer
to run the Financial Management Web server components, you must install the IIS Web
server on that computer.
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Installing Financial Close Management and
Disclosure Management
Financial Close Management and Disclosure Management
installations include the following:
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Installing Financial Close Management and DisclosureManagement
The following table lists the components that you can select to install for Financial Close
Management and Disclosure Management:
Component Description
Financial Close Web Application Installs all components to access Financial CloseManagement through the Internet
Disclosure Management Web
Application
Installs all components to access Disclosure
Management through the Internet
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Installing Reporting and Analysis Framework
Reporting and Analysis Framework installations includethe following:
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Installing Reporting and Analysis FrameworkReporting and Analysis Framework consists of five components:
Framework Services
Interactive Reporting
SQR Production Reporting
Financial Reporting
Web Analysis
In this class, you install Framework Services, Financial Reporting, and Web Analysis.
These components share common administration, user management, installation, and
configuration support with other Hyperion BI tools. This common infrastructure provides
one point of access for end users to all content while reducing the maintenance required
for IT professionals.
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Framework Services
Reporting and Analysis Framework Services are mandatory for authorization, session
management, and document publication. They include:
Global Service Manager (GSM)Tracks system configuration information and
monitors registered services in the system. A system can have several GSMs. AGSM can be replicated so that all GSMs have the same comprehensive information
about the services registered in the system.
Local Service Manager (LSM)Created for every instance of a Reporting and
Analysis service, including GSM. When system servers start, they register their
services and configuration information with GSM, which supplies and maintains
references to all other registered services.
Job ServiceExecutes scripts that create reports, which can be prompted by users
with permissions or by Event Service. Report output is returned to initiating users or
published to the repository. Job Services can be created and configured for every
executable.
For a complete list of Framework Services, see Hyperion Reporting and Analysis
Framework, Release 11.1.2.1, Administrators Guide.
Financial Reporting
Financial Reporting is a module of Oracle BI EE Plus that enables book-quality financial
management and reporting. This financial reporting solution can use Financial
Management, Planning, Essbase, as well as SAP BW as data sources.
Financial Reporting provides conditional suppression and automatic calculations thatcan be used to focus and filter reports. A graphical, object-based interface enables the
rapid creation of reports that combine grids of data and text, charts, graphs, and images.
A library of reusable report components simplifies and streamlines the process of
building and maintaining complex reports. Users have complete control over layouts,
formatting, fonts, and colors, as well as a flexible range of output options that enable
wide distribution through print, HTML Web pages, PDF, and online viewing. A scalable,
cross-platform report server facilitates easy deployment to large user communities.
Web Analysis
Web Analysis is a module of Oracle BI EE Plus that delivers powerful, intuitive, Web-
based interactive analytics to all corners of the enterprise. A highly graphical and easy-
to-use interactive interface, it enables users to view their data in a way that makes sense
to them.
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Web Analysis provides a broad range of flexible display types, including grids, charts, pin
boards, traffic lighting, and personalization. Users have complete control over layouts,
formatting, fonts, and colors, as well as a flexible array of output options that enable wide
distribution through print, HTML Web pages, PDF, and online viewing.
Installing Financial Reporting Studio and Financial Reporting PrintServer
Before you install Financial Reporting Studio and Financial Reporting Print Server, meet
the following prerequisites:
If you have an earlier release of Financial Reporting Studio, uninstall it.
If you have an earlier release of the Financial Reporting Print Server, stop and
disable the Financial Reporting Print Server Windows service, and delete
HRPrinter1-5 from Windows printers.
Ensure that a supported 32-bit version of Ghostscript is installed.
To install Financial Reporting Studio:
1. Choose a method:
Download the Financial Reporting Studio ZIP file from E-Delivery, unzip the file to a
temporary location, and launch FinancialReportingStudio.exe.
If you installed and configured Workspace, you can launch the Financial Reporting
Studio installer within Workspace. Select Tools, then Install, and then Financial
Reporting Studio.
2. Select a language for the Wizard.
Financial Reporting Studio Install Wizard is displayed. (need therest of the steps here)
By default, Financial Reporting Studio is installed in
Program_Files/Oracle/FinancialReportingStudio. The Financial Reporting Studio
installer installs all languages at once.
After installing Financial Reporting Studio, configure the Financial Reporting Print Server.
The Financial Reporting Application Server must be installed, configured, and running.For details about configuring Financial Reporting Print Server, see page (XX).
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Copyright 2011, Oracle and/or its af filia tes. All rights reserved.
Reporting and Analysis Architecture
AuthoringStudios
Smart View forOffice
DHTML Client(Workspace)
Web server
Web application serverFR
Web app
WA
Web app
Web
App
server
Client tier
Services tier
Foundation Services
Web apps
Database tier
HT TP co nnector
Relational MDD(Essbase)
DM/DW Enterp rise sources Repositories
SQR PR Server
FR Print Server
IR services
R&A Services Shared Services
RA Framework
Web app
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4-30 Financial Management 11.1.2: Installation and Configuration
Reporting and Analysis ArchitectureThe Reporting and Analysis environment is organized into three layers:
Client Layer
The client layer refers to local interfaces used to author, model, analyze, present, report,
and distribute diverse content. It also refers to third-party clients such as Microsoft Office:
WorkspaceWorkspace is a Web-based, DHTML, zero-footprint client that provides
the user interface for viewing and interacting with content created by the authoring
studios. It enables users to create queries against relational and multidimensional
data sources.
Windows authoring studiosEach reporting tool has a Windows authoring client
(studio) for creating and editing reports.
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Smart ViewSmart View is a Hyperion-specific Microsoft add-in and toolbar from
which users can query Hyperion data sources, including Essbase, Financial
Management, and Planning. In this environment, users can interact with Financial
Management and Planning forms for data input, browse the Reporting and Analysis
repository, and embed documents in the office environment. Documents are updated
by user request.
Application Layer
The application layer is a middle tier that retrieves requested information and manages
security, communication, and integration. It includes an application layer Web tier and an
application layer services tier.
The application layer Web tier relies upon a J2EE application server and Web server
to send and receive content from Web clients. An HTTP connector is required to link
the Web server and the application server.
The Web tier hosts the Workspace, Interactive Reporting, Financial Reporting, andWeb Analysis Web applications.
The application layer services tier contains services and servers that control the
functionality of various Web applications and clients:
- Core services are mandatory for authorization, session management, and
document publication.
- Interactive Reporting services are core services that support Interactive
Reporting functionality by communicating with data sources, starting RSC
services, and distributing Interactive Reporting client content.
- Financial Reporting servers support Financial Reporting functionality by
processing batch requests, generating output, and distributing Financial Reporting
client content.
- SQR Production Reporting service responds to scheduled and on-demand
requests by Job Service to run jobs, process data, and generate reports. SQR
Production Reporting service is optimized for high-volume reporting through native
drivers, array processing for large data sets, and cursor management. It processes
time-saving data manipulation operations in one pass of the data source and
produces large quantities of reports in online and printed formats. SQR Production
Reporting service is a replicable service.
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Database Layer
Architecturally, databases fall into two fundamental groups: repositories that store
Hyperion system data and data sources that are the subject of analysis, presentation,
and reporting.
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Copyright 2011, Oracle and/or its af filia tes. All rights reserved.
Installing FDM and ERP Integrator
You install ERP Integrator as a component of FDM.
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Financial Management 11.1.2: Installation and Configuration 4-33
Installing FDM and ERP Integrator
FDM Overview
FDMis an out-of-the-box data transformation tool that feeds source-level financial data
to consolidation, reporting, planning, and analytical applications. More than just a data
translation tool, FDM provides an audit trail to the source financial data, helping to
ensure data integrity and mapping consistency that allows for easy reconciliation of
financial data. By providing an audit trail to the source financial data, FDM saves end
users, administrators, and auditors time associated with data error investigation,
identification, and correction.
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FDM requires minimal IT involvement and offers a consistent, user-friendly environment
that provides a uniform data collection process for all reporting units within the
organization. It also contains financial-controls functionality to assist corporations with
their internal financial-controls process. FDM contains prebuilt integration adaptors for
Hyperion Enterprise, Financial Management, Essbase, and Planning; it can also be used
to load data into any financial consolidation or analytical application.
ERP Integrator Overview
ERP Integrator is a module of FDM that enables you to:
Integrate metadata and data from an Enterprise Resource Planning (ERP) source
system into an Enterprise Performance Management (EPM) target application.
Drill through from EPM target applications and view data in ERP source systems.
Selecting FDM ComponentsThe following table lists the FDM components that you can install:
FDM Component Description
Workbench Client Installs the Workbench client, a Windows client application thatserves as an administration and development environment. Here,you can access integration adapters, scripts, and reports.
Web Application Installs the Web application for FDM.
ERP Integrator Installs the Web application for ERP Integrator.
Load Balancer Installs the FDM Load Balance Manager, which is responsible forload balancing the application servers and storing the applicationconfiguration. You typically install Load Balance Manager on amachine that is running the application server component and anoptional backup Load Balance Manager on another applicationserver.
Task Manager Installs the FDM Task Manager, which installs a Windows service thatruns scheduled tasks (FDM scripts) at specified intervals (daily,weekly, or monthly). You can install Task Manager on any server thathas access to the FDM application, including the Web server, theapplication server, or the data server where the FDM data resides.
FDM Server Installs the FDM Web server. The Web server components enable
users to access FDM applications through a Web browser. The Web-based interface provides functionality to all features in FDM, and canbe used by end users and administrators alike. Installed componentsinclude a virtual Web directory on the Web server as well as otherFDM components.
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Working with Oracle Server
Oracle recommends that you use a separate database instance exclusively for FDM.
Multiple FDM application schemas can reside in one database instance.
FDM uses the FDM Oracle account to access the FDM Oracle database. FDM can use
Windows Integrated Security or a specified Oracle account. When FDM is configuredwith Windows Integrated Security, the FDM Application Server account is used to log on
to the Oracle database. When the Workbench client is used, the Windows user executing
Workbench is used to log on to the Oracle database.
For details about connecting to Oracle through Windows integrated security, see Oracle
Hyperion Financial Data Quality Management DBA Guide.
You must grant Oracle users/schema accounts the following system privileges:
CREATE PROCEDURE
CREATE SEQUENCE CREATE SESSION
CREATE TABLE
CREATE TRIGGER
CREATE VIEW
The default tablespace for an Oracle user/schema is Users. The default can be changed
when creating the application. The account should have an unlimited quota on the
tablespaces used. If you want to ensure that the user does not exceed a space-used
threshold, or If you have any questions about the appropriate value for the quota, consultthe database administrator.
Working with SQL Server
FDM uses the FDM SQL Server account to access the SQL Server database. When
accessing the database, FDM can use Windows Integrated Security or a specified SQL
Server account. When FDM is configured with Windows Integrated Security, the FDM
Application Server account is used to log on to the SQL Server database when logging
on from the Web. When the Workbench client is used, the Windows user executing
Workbench is used to log on to the SQL Server database.The account used to create a database must have SQL Server database creator and
bulk-insert administrator rights. After the database is created, the account can be limited
to bulk-insert administrator and db-owner rights. The account used for running the
MSSQLServer Windows service must have read access to the FDM application data
folder for each application.
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By default, SQL Server 2005 disables TCP/IP connections to the database. Ensure that
the TCP/IP connections are enabled.
SQL Server requires Microsoft OLE DB Provider.
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Copyright 2011, Oracle and/or its af filia tes. All rights reserved.
Installing Smart View
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Financial Management 11.1.2: Installation and Configuration 4-37
Installing Smart ViewMost EPM System clients are installed with EPM System Installer; however, Smart View
has its own installer.
To install Smart View:
1. Choose a method:
Download the Smart View ZIP file from E-Delivery, unzip the file to a temporary
location, and launch Smartview.exe.
If you installed and configured Workspace, you can launch the Smart View installerwithin Workspace. Select Tools, then Install, and then Smart View.
2. Select a language for the Wizard.
Smart View Install Wizard is displayed.
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3. Review the Welcome panel, and click Next.
4. Accept the default destination folder, or click Change to specify a destination folder,
and then click Next.
5. Click Install to begin the installation.
The Smart View client is installed.
6. Click Finish to close the wizard.
To install Smart View silently:
1. Download the Smart View ZIP file from E-Delivery and unzip the file to a temporary
location.
2. Navigate to the location where you unzipped the Smart View executable, and enter
the following: Smartview.exe /s /qn INSTALLDIR=PATH BINARY=languageCode
/L FullPathLogFile
The Smart View client is installed.
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Summary
In this lesson, you should have learned to:
Describe EPM System Installer
Enumerate the steps to install EPM System products
Create and execute silent installation files
Install Foundation Services
Install Financial Management
Install FDM and ERP Integrator
Install Reporting and Analysis Framework
Install Financial Reporting Studio and Financial Reporting Print Server
Install the Smart View client
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Lesson 4 Installing Product Components