Modified 20-APR-2011 Type HOWTO Status PUBLISHED
In this Document
Goal
Solution
References
Applies to:
Hyperion Essbase - Version: 11.1.2.1.000 to 11.1.2.1.000 - Release: 11.1 to 11.1
Hyperion BI+ - Version: 11.1.2.0.00 to 11.1.2.1.000 [Release: 11.1 to 11.1]
Hyperion Planning - Version: 11.1.2.0.00 to 11.1.2.1.000 [Release: 11.1 to 11.1]
Microsoft Windows x64 (64-bit) - Version: 2008 R2
The compression/decompression utility should be capable of handling long file paths (a free utility which fulfills this requirement may be downloaded from http://www.7-zip.org)
Database clients (in a preferred 64-bit environment) should be installed in the order of 32-bit then 64-bit. Products which require 32-bit clients include Interactive Reporting and Financial Data Quality Management.
Goal
Many applications can be installed in EPM 11.1.2.0 and EPM 11.1.2.1 environments. These require careful preparation to prevent installation and configuration failures. This article makes some best practice recommendations that will allow a new installation to be robust. The EPM 11.1.2.0 release did not offer upgrade or migration features, so many customers are expected to move up to and take advantage of the new features of EPM 11.1.2.1. In most cases customers who have production environments containing earlier versions of the Hyperion System 9 or Oracle EPM 11 families will need to and want to move to higher specification environments to meet the certification requirements of the environment of this set of products.
Solution
(1) GREENFIELD/CLEAN INSTALL
It is recommended to start with a clean install. An attempt to install on top of a pre-existing Hyperion System 9.2.1, 9.3.3, or 11.1.1.3 installation would likely lead to the loss of essential data and configuration files needed for moving to 11.1.2.1 while simultaneously disabling the prior version.
(2) MICROSOFT WINDOWS VERSION
Earlier versions of Hyperion System 9 and Oracle Hyperion EPM 11.1.1.x were not certified against currently supported operating systems and databases so it is unlikely that they were installed in environments certified to work with EPM 11.1.2.1.
Since many of the applications of EPM 11.1.2.1 are 64-bit savvy and could benefit from the optimization features of Microsoft Windows 2008 R2 64-bit...that would be recommended.
(3) COMPRESSION/DECOMPRESSION
As mentioned above, ensure that your compression/decompression utility will handle long file path names (greater than the 260 character Microsoft Windows path limitation).
http://msdn.microsoft.com/en-us/library/aa365247%28VS.85%29.aspx#maxpath
(4) TURN OFF MICROSOFT'S USER ACCOUNT CONTROL
UAC (Microsoft User Account Control) is a feature of Microsoft Vista and Windows 2008.
When the hyperlink is clicked, the next window should NOT have a check box checked.
The screen layout for Microsoft Windows 2008 R2 is:
(5) ENSURE MEMORY AND CPU NUMBERS ARE ADEQUATE
If all Hyperion products that can be accessed via Oracle EPM Foundation 11.1.2.x were installed and activated it could easily require around 14 gigabytes or more of RAM. This pretty much eliminates consideration of a 32-bit install (where each machine can access at best 4 gigabytes of memory...and no less than 1 gigabyte of that would be for the operating system). The processing load for many separate Java virtual machines would also make it practical to have four or more CPUs. The memory and CPU requirements might be reduced somewhat if fewer applications or JVMs were run, but it would not be advisable to run even a test and development install with fewer than two CPUs and 8 gigabytes of RAM as there are around two dozen processes to support. Technical support is not equipped to estimate the actual production capacity of an environment...there are too many variables involved. It would be best to ramp up the system with actual processes and loads and project from that.
(6) PREPARING DATABASE CLIENTS
The following applications require the installation of a full Oracle database client on the machines where they will be installed.
Performance Management Architect Dimension server
Financial Management application server
FDM Application Server and any machine that has FDM Workbench
Strategic Finance
If an Oracle database is used, a full database client with Oracle Call Interface (Oracle 11.1.0.6 or later) must be installed. Ensure a Net Service Name/tnsnames.ora is configured for remote databases.
(7) PREPARING DATABASE REPOSITORIES
A number of different relational database repositories must be prepared if their matching applications will be configured, preferably with different schema owners. Ideally the database will be on a separate stand alone server behind a firewall.
CalcManager
DisclosureManagement
EnterprisePerformanceManagementArchitect
ERPIntegrator
Essbase
FDM
FinancialClose
FinancialManagement
PerformanceScorecard
PlanningApplication
PlanningSystem
ProfitabilityAndCostManagement
ReportingAndAnalysis
SharedServices
ORACLE DATABASE REPOSITORY:
Server versions supported include: Oracle 10.2.0.4+, 11.1.0.7+, or 11.2.0.1+
HFM, HSS, and/or EPMA instances require at least 1GB of RAM and Automatic Memory Management.
The database encoding should preferably be AL32UTF8 (UTF8 is fallback option) and NLS_NUMERIC_CHARACTERS should be in order ',.' (confirm by running: SELECT * FROM NLS_DATABASE_PARAMETERS;)
Each EPM user must have the RESOURCE role and the CREATE SESSION and
CREATE VIEW privileges.
Note that Oracle recommends a separate Oracle database instance and other specific adjustments to work with FDM.
Oracle Data Provider (ODP) for .NET 2.0 (from the Oracle Data Access Component (ODAC) package) is required and must be installed by a user with Windows administrator rights for the following products: FDM or Performance Management Architect Dimension Server.
MICROSOFT SQL SERVER DATABASE REPOSITORY
Microsoft SQL Server 2008 R2 is certified.
Run the following two commands against each database used by EPM:
alter database
alter database
IBM DB2 DATABASE REPOSITORY
IBM DB2 9.7 FP3a+ is certified.
(8) MICROSOFT INTERNET INFORMATION SERVER
For Microsoft Windows 2008 servers, ensure that IIS 7 is installed with IIS 6 compatibility features (needed for HFM). Ensure that ASP.NET has been installed as well. In Windows 2008: Start > All Programs > Administrative Tools > Server Manager (or use icon in tool-bar) > Roles Summary > click Add Roles > ...complete verifications... > On Select Server Roles screen select Web Server (IIS) > et cetera.
(9) PREPARE A DOMAIN USER FOR INSTALL
The Microsoft Windows Services control panel should have a domain user with rights to start a service as the owner of each Oracle EPM service, so that user should be determined before installation.
(10) CONFIGURE INTERNET EXPLORER 8 (if not using Firefox)
Internet Options > Security Settings tab > Custom level...
Allow script-initiated windows without size or position constraints (Enable)
Allow websites to open windows without address or status bar (Enable)
Internet Options > Security tab > Enable Protected Mode (Uncheck)
If multiple open windows are needed: http://forums.oracle.com/forums/thread.jspa?messageID9391075
(11) INSTALL A 32-BIT GNU (7.06) or AFPL (8.5.4 or 8.51or 8.14 ) GHOSTSCRIPT OR ADOBE ACROBAT DISTILLER (6.0 or 8.0)
This is needed for Oracle Hyperion Financial Report PDF output.
Enhanced display of charts (via Adobe SVG Viewer) is only possible when using Adobe Acrobat Distiller.
(12) ENSURE THERE ARE NO SPACES IN THE INSTALL PATH
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