You are on page 1of 70

Oracle® Enterprise Performance Management System

Installation Start Here Release 11.1.2.2 Updated: December 2012

EPM System Installation Start Here, 11.1.2.2 Copyright © 2007, 2012, 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Chapter 1. Installation Documentation Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Chapter 2. EPM System Product Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Financial Performance Management Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Chapter 3. EPM System Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 About EPM System Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Disclosure Management Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Essbase Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 FDM Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Financial Close Management Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Stand-Alone Financial Close Management Deployment Requirements for Test and Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Financial Management Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Performance Management Architect Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Planning Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Profitability and Cost Management Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Reporting and Analysis Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Strategic Finance Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Stand-AloneStrategic Finance Deployment Requirements for Test and Production . . . 26 Chapter 4. Installation Planning Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Product-Specific Installation Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Chapter 5. Preparing Your Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Preparing Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Installing a Database Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Contents

iii

. . . . . . . . . . . . . . . 46 WebLogic Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Using a Microsoft SQL Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 WebSphere Application Server Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Microsoft Internet Information Services (IIS) . . . . . . . . . . . . 50 Disk Space and RAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 IBM WebSphere . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Performance Management Architect Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Using an Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Disabling User Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Client Disk Space and RAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Preparing a Database . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Disabling Anti-virus Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Essbase Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Browser Settings . . . . . . . . 56 WebSphere Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Using an IBM DB2 Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Setting the DCOM Default Authentication Level (Windows 2008) . . . . . . . . . . . . 48 Apache HTTP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ports . . 58 Essbase Ports . . . . . . . . . . . . . . . . . 56 Oracle Enterprise Manager Web Application Port . . . . . . . . . 52 Chapter 6. . . . . . . . . . . 55 Default Ports and Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 iv Contents . . . 57 Foundation Services Ports . . . . . . . . . . . . . 34 Synchronizing Clocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 SSL Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Calculation Manager Web Application Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Resolving Host Names . . . . . . 49 Preparing Web Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Preparing Web Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Enabling ActiveX (Reporting and Analysis) . . . . . . . . . . . . . . . . . . . . 35 Preparing User Accounts . . . . . . . . . . . . . . . . . . 47 Oracle HTTP Server . . . . . . . . . 57 Foundation Services Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Server Disk Space and RAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Administration Services Ports . . . . 56 IBM HTTP Server Port . . . . . . . . . . . . . . . . . . . . . . . . 43 Preparing Web Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 WebLogic Administration Server Port . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Reporting and Analysis Framework Ports . . . . . . . . . . . . . . . . . . . . . . 61 Interactive Reporting Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Data Management Ports . . 66 ERP Integrator Ports . . . . . . . . . . 62 Financial Performance Management Applications Ports . . . 66 FDM Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Strategic Finance Ports . . . . . . 61 Financial Reporting Ports . . . . . . . . . . . . . . . 62 Financial Management Ports . . . . . . . . . . . . . . . . . . . . . . . . 67 Index . . . . . 65 Profitability and Cost Management Ports . . . . . . . . . . . . . . . . . . 60 Essbase Studio Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Performance Scorecard Ports . . . . . . 69 Contents v . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Reporting and Analysis Ports . . 63 Planning Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Financial Close Management Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Data Relationship Management Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Provider Services Ports . . . . . . . . . . . . . 65 Disclosure Management Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Web Analysis Ports .

vi Contents .

visit the Oracle Accessibility Program website at http://www.com/pls/topic/lookup?ctx=acc&id=docacc. 7 .com/pls/topic/lookup?ctx=acc&id=info or visit http://www.com/pls/topic/lookup? ctx=acc&id=trs if you are hearing impaired.oracle. Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support.oracle.oracle. visit http:// www.Documentation Accessibility For information about Oracle's commitment to accessibility. For information.

8 Documentation Accessibility .

My Oracle Support.oracle.html). configuring.oracle. Always check the Oracle Documentation Library (http://www.com/technology/documentation/ epm. Table 1 Documentation That You Need Related Documentation Oracle Enterprise Performance Management System Certification Matrix (http://www.com/technetwork/middleware/ias/ downloads/fusion-certification-100350. 9 .oracle.html) on Oracle® Technology Network. and other information resources.oracle.html). which also contains links to EPM Supported Platform Matrices.html) on Oracle® Technology Network to see whether updated versions of these guides are available.1 Installation Documentation Roadmap You can find Oracle Enterprise Performance Management System installation documentation in the Oracle Documentation Library (http://www. Oracle Enterprise Performance Management System Installation Start Here Oracle Enterprise Performance Management System Installation and Configuration Guide Task Meeting system requirements and understanding release compatibility Planning the installation Installing.com/technology/ documentation/epm. Table 1 lists the documents to consult for instructions on performing essential installation tasks. you can use the Enterprise Performance Management Documentation Portal (http:// www.com/us/solutions/ent-performance-bi/technical-information-147174. and deploying EPM System products Starting EPM System products Validating the installation Upgrading EPM System products Clustering EPM System products Setting up disaster recovery for EPM System products l l l l l l Securing EPM System Provisioning users Oracle Enterprise Performance Management System Security Configuration Guide Oracle Enterprise Performance Management System User Security Administration Guide Table 2 lists the documents to consult for additional installation tasks that you might need to perform. For faster access to the documentation for a specific release.

Table 2 Documentation That You Might Need Related Documentation Oracle Enterprise Performance Management System Installation and Configuration Troubleshooting Guide Oracle Enterprise Performance Management System Backup and Recovery Guide Oracle Enterprise Performance Management System Lifecycle Management Guide Task Troubleshooting installations Creating a backup of product and application data Migrating from one environment to another Table 3 lists supplemental best-practice deployment documents.) 10 Installation Documentation Roadmap . Table 3 Best-Practice Deployment Documents Related Documentation Oracle Enterprise Performance Management System Standard Deployment Guide Oracle Enterprise Performance Management System Rapid Deployment of Oracle Hyperion Planning in Development Environments Oracle Enterprise Performance Management System Rapid Deployment of Oracle Essbase in Development Environments Oracle Enterprise Performance Management System Rapid Deployment of Oracle Hyperion Financial Management in Development Environments Task Best-practice approach for deploying EPM System Tutorial for deploying the Oracle Hyperion Planning domain for development environments Tutorial for deploying the Oracle Essbase domain for development environments Tutorial for deploying the Oracle Hyperion Financial Management domain for development environments Additional content is available in the White Paper Library at Oracle Enterprise Performance Management /Business Intelligence White Papers.

..................... lifecycle management...... a central repository that simplifies product configuration by storing and reusing information for most EPM System products that you install......... see the Oracle Business Intelligence New Features Guide and the Oracle Business Intelligence Publisher Administrator's and Developer's Guide.............................................. Foundation Services 11 ..................................14 Use this chapter to help plan your deployment architecture.............................................. Note: To see which product components are required and optional for your products.......14 Data Management ............... respectively.................................13 Financial Performance Management Applications............................................................ user provisioning. Foundation Services Product Oracle Hyperion Shared Services Description Shared Services integrates EPM System products to provide identity management............ review the Media Pack Readme on Oracle Software Delivery Cloud............................11 Essbase ............................................... Primary families of EPM System products: l Oracle Hyperion Foundation Services Essbase Oracle Hyperion Reporting and Analysis Oracle's Hyperion Financial Performance Management Applications Oracle's Data Management l l l l Note: For information about how EPM System products integrate with Oracle Business Intelligence Enterprise Edition and Oracle Business Intelligence Publisher......... and task flow management............2 In This Chapter EPM System Product Descriptions Foundation Services ............... It also provides the Shared Services Registry.................12 Reporting and Analysis ..........

and share data in Microsoft Excel. For example. Essbase enables line-of-business personnel to develop and manage analytic applications that model complex scenarios. distribute. and Essbase users can design. and administer business rules in a graphical environment. It is hot-pluggable across any data source. and Reporting and Analysis. Performance Management Architect Performance Management Architect enables creation and deployment of financial applications from a central location.Product Oracle Hyperion Enterprise Performance Management Workspace Description EPM Workspace provides a consistent and interactive thin-client environment for working with EPM content. Financial Management. forecast business trends. Users of Planning and Financial Management Applications use Calculation Manager to design and administer their business rules. and for complex business models. you can view. Essbase supports extremely fast query response times for vast numbers of users. The visual environment provided by Performance Management Architect provides a simple and intuitive user experience for modeling the financial business process. It can also import content from the Reporting and Analysis repository and can perform adhoc analysis on data from Oracle BI EE. EPM Workspace is the Web client for the following products: l l l l l l l l l l Reporting and Analysis Planning Oracle Hyperion Profitability and Cost Management Financial Management Oracle Hyperion EPM Architect Oracle Hyperion Performance Scorecard Oracle Hyperion Calculation Manager Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Oracle Hyperion Financial Close Management Oracle Hyperion Disclosure Management In addition. and application logic. Planning. and PowerPoint interfaces. for large data sets. dimensions. Financial Management. and perform “what-if” analyses. 12 EPM System Product Descriptions . Smart View provides a common Microsoft Office add-in for various EPM System products — Essbase. import. Oracle Business Intelligence Publisher and Oracle BI EE can be configured to integrate with EPM Workspace. Performance Management Architect works with the following products: l l l l l Calculation Manager Planning Financial Management Essbase Profitability and Cost Management Calculation Manager Oracle Hyperion Smart View for Office Calculation Manager is a module with which Planning. Word. Essbase Product Essbase Description Essbase is the business analysis server technology that provides an environment for rapid development of custom analytic and enterprise performance management applications. including data. Using Smart View. validate. manipulate.

book-quality financial and management reports that comply with regulations and external requirements. It consists ofAdministration Services (a Java middle-tier server). Reporting and Analysis 13 . Production Reporting generates high-volume. and Administration Services Console. OLAP metaoutlines. enabling consistent performance for data load and outline build. Web Analysis delivers online analytical processing (OLAP) analysis. Financial Reporting can help you control and increase operational efficiencies. Production Reporting delivers the business context for key metrics by consolidating information from core business applications throughout the enterprise. presentation. Financial Reporting enables generation of formatted.Product Oracle Essbase Administration Services Oracle Essbase Integration Services Oracle Hyperion Provider Services Description Administration Services is the cross-platform administration tool for Essbase. This business intelligence software delivers these capabilities through an interface that enables users to design dashboards. Integration Services provides a suite of graphical tools that can be used to create OLAP models. Reporting and Analysis Product Oracle Hyperion Interactive Reporting Oracle Hyperion Financial Reporting Oracle Hyperion SQR Production Reporting Oracle Hyperion Web Analysis Description Interactive Reporting provides intuitive user-directed query and analysis capabilities. Provider Services is a middle-tier data source provider to the following products: l l l l l Essbase Planning Oracle Business Intelligence Enterprise Edition Smart View for Office. Java API (Essbase data only) XMLA clients (Essbase data only) The software supports highly concurrent analytical scenarios and provides scalability and reliability in a distributed Web-enabled enterprise environment. and Essbase databases. Oracle Essbase Studio Essbase Studio consolidates cube-construction activities into one interface. and reporting for the extended enterprise. and then monitor and navigate to relevant information. presentation-quality formatted reports and provides unparalleled performance—even when the data comes from disparate sources.

and scenario playing to measure profitability. Planning applications use Calculation Manager for design and management of business rules. and it provides a meaningful operational decision-support system. budgeting. Planning is a centralized planning. Financial Close Management Financial Management Planning Profitability and Cost Management Oracle Hyperion Strategic Finance Data Management Product Oracle Hyperion Financial Data Quality Management Description FDM is a packaged solution that. as well as reusable EPM metadata mapping. forums. To further reduce data integration costs and data mapping complexities. and report on the interdependent activities of a financial close period. Its data preparation server can ease integration and validation of financial data from any source system. With Planning. with visibility and insight into the status of the close process. Financial Close Management helps companies define. Financial Management is a comprehensive financial systems software application that delivers global collection reporting and analysis in a single. execute. Financial Management uses today's most advanced technology. The application enables you to use cost decomposition. Strategic Finance is a financial modeling application that enables executives to identify and understand the full financial impact of alternative corporate strategies. Profitability and Cost Management is an analytic application for managing the cost and revenue allocations that are necessary to compute profitability for a business segment. as well as their financial results. you can meet your immediate financial planning needs and also enable future cross-functional expansion and automated process integration. communicate them across the enterprise. building contingency plans. It provides centralized monitoring of all close process tasks and provides a visible. highly scalable solution. as well as Web-based message boards. automated. It provides finance users of all levels. and forecasting solution that integrates financial and operational planning processes.and accountability-mapping capabilities. customer. and discussion threads. generation and viewing. Oracle Financial Management Analytics Performance Scorecard Oracle Financial Management Analytics delivers intuitive and real time intelligence on top of Financial Management and Financial Close Management through the use of pre-built BI solutions focused on the primary drivers affecting finance. 10K or 10Q submitted to the SEC) with a complete XBRL creation and management solution that includes: XBRL Taxonomy extension and viewing. Performance Scorecard is a Balanced Scorecard Collaborative certified application that helps companies clearly articulate strategy and goals. from analysts to executives. FDM includes EPM adapters for a variety of source and target systems. and monitor key performance indicators. centralized taxonomy concept mapping storage and management and the ability to combine multiple documents to generate one XBRL instance document. repeatable system of record for running close processes. document-level mapping within MS Word and Excel. Financial Management users can create applications by using Performance Management Architect or Financial Management Classic. Planning provides an in-depth look at business operations and their impact on financials by tightly integrating financial and operational planning models. The software offers you complete strategy. and understanding the impact of those strategies and plans on your company's long-term performance.Financial Performance Management Applications Product Disclosure Management Description Disclosure Management allows customers to assemble a reporting package for submission to a regulatory agency (for example. helps finance users develop standardized financial data management processes. yet it is built to be owned and maintained by the enterprise's finance team. such as a product. instance document validation. or branch. Strategic Finance delivers pre-packaged modeling and forecasting so your finance experts have more time for testing alternative strategies. 14 EPM System Product Descriptions . region. through its Web-based guided workflow. consumption-based costing.

Oracle Data Relationship Management Data Management 15 . fast-changing business environments.Product ERP Integrator Description 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 Oracle Hyperion EPM target application. Smart View or Financial Reporting and view details in the ERP source system. You can drill through from Financial Management or Planning Web forms. Data Relationship Management enables enterprises to build consistency within master data assets despite endless changes within the underlying transactional and analytical systems. Data Relationship Management provides the industry's first data model-agnostic master data management solution built to enable financial and analytical master data management in dynamic.

16 EPM System Product Descriptions .

.25 About EPM System Architecture EPM System is a multi-tier application environment that mainly utilizes thin-client architecture for end-user access.......com/technology/documentation/epm....................25 Strategic Finance Components ........................................... To obtain information about the communication between EPM System components...........20 Financial Management Components......... The following sections contain diagrams that illustrate the component architecture for EPM System products.....html.. About EPM System Architecture 17 ..oracle................ The data tier is comprised of two components that store data differently....... Oracle WebLogic Server is provided with a default installation.............................) for a list of supported application servers..........................21 Performance Management Architect Components.....................22 Planning Components .............. You can also use another supported application server......................19 Financial Close Management Components......................3 In This Chapter EPM System Architecture About EPM System Architecture ............1................................................................................. the application framework..........................................com/technetwork/ middleware/ias/downloads/fusion-certification-100350.... A middle-tier application server is required... the data is stored and calculated in the database on the server file system.......................... requiring only a supported browser on the client machine................................................................html listed in the Oracle Business Intelligence product area..........oracle........... and textual data are stored in a relational repository................................................................ In Essbase environments............................................... Network traffic between the client and middle-tier server(s) generally does not exceed more than normal Web traffic.......................... metadata... See the Oracle Enterprise Performance Management System Certification Matrix (http://www................19 FDM Components .......23 Profitability and Cost Management Components .........18 Essbase Components................2. see “Oracle Enterprise Performance Management System Communication Flows” in the EPM System 11....................................17 Disclosure Management Components ........................................................24 Reporting and Analysis Components......2 Documentation Library (Deployment and Installation tab) at http:// www... In Financial Management environments..............

Note: The Oracle Enterprise Performance Management System Standard Deployment Guide

presents Oracle’s best-practice approach for deploying EPM System products. This approach is based on creating a base deployment of the products and then scaling out the services to handle the needed capacity. This document is available in the EPM System 11.1.2.2 Documentation Library (Deployment and Installation tab) at http:// www.oracle.com/technology/documentation/epm.html.
Tip: For optimum viewing of the component architecture diagrams in PDF format, try

increasing the view magnification to 120%.

Disclosure Management Components

18

EPM System Architecture

Essbase Components

FDM Components

Essbase Components

19

Financial Close Management Components

Stand-Alone Financial Close Management Deployment Requirements for Test and Production
A stand-alone version of Financial Close Management can be deployed independently of other EPM System products in a two-server deployment as specified below. The following specification supports 500 users (175 active).
Table 4

Financial Close Management Deployment Specifications Products WebLogic Admin Server Foundation Services Web application (EPM Workspace and Shared Services) Oracle SOA Suite Oracle Data Integrator Oracle HTTP Server Financial Close Management Web application (Close Manager and Account Reconciliation Manager) ERP Integrator Web application 4 Core 2 CPU – 16GB Processor/ Memory 4 Core 2 CPU – 16GB

Machine Server 1

l l l l l

Server 2

l l

20

EPM System Architecture

Financial Management Components Financial Management Components 21 .

Performance Management Architect Components 22 EPM System Architecture .

Planning Components Planning Components 23 .

Profitability and Cost Management Components 24 EPM System Architecture .

Reporting and Analysis Components Strategic Finance Components Reporting and Analysis Components 25 .

Stand-AloneStrategic Finance Deployment Requirements for Test and Production A stand-alone version of Strategic Finance can be deployed independently of other EPM System products in a one-server deployment as specified below. Table 5 Strategic Finance Deployment Specifications Products l l l l Machine Server 1 Processor/Memory 4 Core 2 CPU – 16GB on Windows 2008 R2 Shared Services Web application Strategic Finance Web application Strategic Finance Server Oracle HTTP Server 26 EPM System Architecture . The following specification supports 50 active users.

faster installation.. Table 6 Pre-installation Planning Checklist Comments Check When Completed Task Preparing the work area Prepare a work area for consultants who are assisting with the installation........ Completing the checklist before installation helps ensure a smoother.. Obtaining third-party licenses Obtain required thirdparty license keys.......... Requesting and receiving a license key can require several days.4 In This Chapter Installation Planning Checklist Product-Specific Installation Planning .32 The following table provides a checklist to use to prepare for installing EPM System products........ you might not need a license for the highest level of functionality............. consider which type of license works best for your organization..... For Web application servers... Oracle recommends that you review the checklist with your consultant at least one week before installation.. l l Internet access—a direct connection outside the firewall Work area and computer (ideally located where the servers on which you are installing EPM System products are located).... Preparing the software 27 ... For example.. with network access Telephone l Some third-party products require license keys or license files........... Ensure that you can access the Oracle Software Delivery Cloud site. a license for a lower level of functionality might meet your needs.......

html) See the Oracle Enterprise Performance Management System Certification Matrix (http:// www. before you configure EPM System products. “Installation Documentation Roadmap. (See Chapter 1. Gathering required documentation Download the EPM System installation and product documentation for the products that you purchased. download the following files from the Oracle Software Delivery Cloud site or from the Oracle Documentation Library (http://www.html) Ensure that you have obtained all licenses that are required by third-party software. Install all third-party components that are required by EPM System products and validate that all third-party product versions meet system requirements. Ensure that the products meet EPM System product release compatibility requirements. “EPM System Product Descriptions”for information about platform support Oracle Enterprise Performance Management System Certification Matrix http:// www. Comments Download from the Oracle Software Delivery Cloud site. “EPM System Product Descriptions” for information about EPM System product architecture Chapter 2.com/technetwork/middleware/ias/downloads/fusioncertification-100350.com/technetwork/middleware/ias/downloads/fusioncertification-100350.oracle. you need to know whether you will deploy in a clustered environment. See the “Preparing for Installation” chapter of the Oracle Enterprise Performance Management System Installation and Configuration Guide for information about how to unzip and organize the files.”) The documentation for the products that you are installing l l Preparing the hardware Plan your deployment architecture. Review the Media Pack Readme on Oracle Software Delivery Cloud to identify the products that are required and optional for use with your products. For example. and the required product installation assemblies from the media packs for the products that you purchased.com/technetwork/middleware/ias/downloads/ fusion-certification-100350. Tip: Oracle recommends that you download files to a shared drive.html) for information about system requirements Oracle Enterprise Performance Management System Installation and Configuration Guide for information about deploying in a clustered environment l l l 28 Installation Planning Checklist . Check When Completed See the Release Compatibility tab in the Oracle Enterprise Performance Management System Certification Matrix (http://www.Task Download the Oracle Hyperion Enterprise Performance Management System Installer. See: l Chapter 2.oracle. In addition to this guide.html) on Oracle® Technology Network: l l l Oracle Enterprise Performance Management System Installation and Configuration Guide Oracle Enterprise Performance Management System Security Configuration Guide Oracle Enterprise Performance Management System Installation and Configuration Troubleshooting Guide Other installation and deployment documentation required for your deployment.oracle.com/technology/ documentation/epm.oracle.

oracle. point each server to the same network time server. To accomplish this.html) Update server software as needed. the antivirus software tries to open and scan the object. To prevent these issues. Additional information about ports is available in Communication Flows for 11. Oracle advises that you perform a full backup of all servers and databases. Refer to your operating system documentation for more information. and so on are installed. Resolve potential firewall problems Disable anti-virus software. include servers and databases in daily backup procedures. Comments For a best-practice approach to deploying EPM System products. Disable unnecessary services. After the initial backup. If you are clustering for load-balancing or failover. ensure that required service packs. hotfixes. see the Oracle Enterprise Performance Management System Standard Deployment Guide. After the installation. see the Oracle Enterprise Performance Management System Certification Matrix (http://www.1. Check network bandwidth and latency for distant sites. software) or the failover mechanism. “Ports. ensure that IT prepares the load balancer (hardware. Check When Completed l l Ensure that the load balancer or failover mechanism is tested and ready before you start the installation.2.1 EPM System Products on http://www. authentication errors that result in user access problems can occur between the EPM System application servers.Task Ensure that the necessary hardware is available for your deployment architecture. For system requirements. For example. See the Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide. exclude the EPM Oracle home directory from automatic antivirus scans and scan this directory only at scheduled times.com/technetwork/middleware/ias/downloads/ fusion-certification-100350. See theOracle Enterprise Performance Management System Installation and Configuration Guide for additional information.com/technetwork/middleware/bi-foundation/resourcelibrary-090986. When servers are not time synchronized. each time you access any resource on the server. Synchronize server time. Prepare each server for the EPM System installation.oracle. and verify that the computers meet system requirements. Arrange backup functionality.html Antivirus software can cause performance issues with EPM System products if. The clock on each server must be synchronized to within one second difference. Use port information in this document (See Chapter 6.”) to open a restricted range of ports in your firewalls for client to server or server to server communication. Preparing databases 29 .

Ensure that the service account's Distinguished Name (DN) can access the user directory. Note the user directory port.html) Set up database client access from the servers to the database setup. Ensure that the service account name does not include special characters. Oracle recommends a secure sockets-capable server in a production environment. See the Oracle Enterprise Performance Management System Security Configuration Guide. If you are using an Oracle database. hypadmin) — Domain user account Create a login (which can be a service account) with Browse privileges for the user directory. or where public users can access the Web server. Prepare a user account Create domain accounts. Ensure that the server can communicate with the user directory. ensure the availability of SSL certificates for all components.Task If necessary. l l l l l l See the Oracle Enterprise Performance Management System User Security Administration Guide. See “Preparing User Accounts” on page 35. If you are using secure communication. For additional information about preparing databases. Be familiar with the name of a Primary Domain Controller that can access MSAD (if applicable). See “Configuring User Directories” in Oracle Enterprise Performance Management System User Security Administration Guide. Hyperion administrator (for example. 30 Installation Planning Checklist . Comments Be sure to install a supported version of the database software. l DCOM account. perform a full backup. if required for your product (for example. Set up user accounts to access the database. see “Preparing a Database” on page 36. Preparing the security infrastructure Collect the information needed to configure external security user directories in Oracle Hyperion Shared Services Console. or where the local network is not protected by some other means (such as a firewall). Check When Completed l l l l If the database is installed. See the Oracle Enterprise Performance Management System Certification Matrix (http://www.oracle. hypdcom) — Domain user or system account with local Administrator rights and “Log On Locally” and “Interactive Logon” rights. install the full database client and test the database client with the TNSPing command. install a database client and prepare a database for EPM System products that require a repository for relational storage. l Obtain an account for external authentication with access to the user directory.com/ technetwork/middleware/ias/downloads/fusion-certification-100350.

If you provision by group. see “Preparing Web Application Servers” on page 46. Oracle recommends that you provision groups to reduce administrative overhead. Check When Completed l You must install a supported application server. prepare the load balancer plug-in to the Web application server. decide whether to use Native Directory groups or external authentication provider groups. The application server and the product that you are deploying must be installed on the same computer. ensure that your existing version is the supported version. 31 .oracle. To identify the products that require a Web server and the list of supported Web servers. Comments See the Oracle Enterprise Performance Management System User Security Administration Guide. “EPM System Architecture.com/technetwork/middleware/ias/downloads/fusioncertification-100350.html. If you are using a WebLogic server. consider whether to provision users or groups. See the Oracle Enterprise Performance Management System Certification Matrix (http://www. See the Oracle Enterprise Performance Management System Certification Matrix (http://www. see “Preparing Web Servers” on page 47. For additional information about setting up a Web server.com/technetwork/ middleware/ias/downloads/fusion-certification-100350.com/technology/software/products/ias/files/ fusion_certification. see http://www.html) for a list of supported application servers.Task If you are using the embedded Shared Services Native Directory. and you are not using the version provided during installation. To identify the products that require an application server and to view the list of supported application servers. For UNIX.”. For additional information about setting up a Web application server. see Chapter 3. If you choose not to install the Oracle HTTP Server.html) If you choose to install the Oracle HTTP Server. l l l l Ensure that a Web server is available for EPM System product deployment. Setting up Web application servers and Web servers Ensure that a supported Web application server is available for EPM System product deployment.oracle. ensure that you have root access to the application server installation directory. Resolving ports See your load balancer documentation. l l l l If you are using software load balancing. ensure that your existing version is the supported version.oracle. make sure that you meet the installation prerequisites. and review the Oracle HTTP Server installation documentation and Release Notes for details. in the Web server.

Interactive Reporting.6.com/support/docview. If you need an installed C++ compiler.) Search the PTF number (U489780) or the fileset (xlC. a C++ compiler is required.com/.” Check When Completed See “Configuring EPM System Products” in the Oracle Enterprise Performance Management System Installation and Configuration Guide Product-Specific Installation Planning The following table describes additional planning required for specific EPM System products. go to: http://www-1.ibm.7). Financial Reporting. and.0. in some cases. and download the file 32 Installation Planning Checklist . Table 7 Additional Pre-Installation Planning Checklist Comments A C compiler is required to relink the Production Reporting Server executables for all platforms except Sun Solaris.Task Identify and resolve port conflicts. Prepare the runtime environment on AIX.0.ibm. Preparing for product configuration Collect the information needed to configure products after installation. For AIX. To obtain the update: l l Go to the IBM technical support Web site (https://techsupport. Essbase Server require an updated C++ runtime environment version on AIX 5L. you can download the required C++ components from the following locations.wss?uid=swg24001174 Task Prepare the Production Reporting Server Check When Completed No changes to the Production Reporting Server linking scripts are required.rte. Comments Review the list of EPM System product default ports in Chapter 6.aix50.services. For the AIX platform. Web Analysis. “Ports.

..................................... (The same product on different machines can have the same port number...................... the software is configured with the default values........................ Each port number on a machine must be unique..........................36 Preparing Web Application Servers.......................... default port numbers for most EPM System products are automatically populated in Oracle Hyperion Shared Services Registry.................................................................49 Disk Space and RAM ..... If the default port is already in use on the machine....51 Preparing Servers Ports This section contains information about default port numbers for EPM System products including where the port can be configured................................... For information on starting a product.... You can change the default numbers using Oracle Hyperion Enterprise Performance Management System Configurator..............47 Preparing Web Browsers ......................................................................................................................... Caution! These ports are not meant to be used to access a product............................ During the configuration process...... a port number conflict may exist..... Preparing Servers 33 .........46 Preparing Web Servers ................. EPM System Configurator will not continue.....................................33 Preparing User Accounts ................5 In This Chapter Preparing Your Environment Preparing Servers .......) If an error message similar to “port already in use” or “bind error” is displayed................................35 Preparing a Database ...................... or if there is a conflict......... see “Starting and Stopping EPM System Products” in the Oracle Enterprise Performance Management System Installation and Configuration Guide......... If the default port number is not changed.................

Setting the DCOM Default Authentication Level (Windows 2008) For machines hosting products that require . To change the default port. UAC must remain disabled in order for EPM System server components to function properly. install the full database client and test the database client with the TNSPing command. see Oracle Enterprise Performance Management System Rapid Deployment of Oracle Hyperion Planning in Development Environments. disable User Access Control (UAC) on each server in the deployment. ä To set the authentication level for DCOM to Connect: 1 34 In the Control Panel. use the WebLogic Administration Console. Disabling User Access Control In Windows 2008 environments. the DCOM default authentication level should be set to Connect (this is the default value). Default Port Number 7001 SSL Ports For more information about configuring SSL ports.NET Framework 3. This can be done through User Accounts in the Control Panel by clicking on Change User Account Control Settings. and then dragging the slider to Never notify. Preparing Your Environment . Installing a Database Client If you are using Oracle Database. Default Port Number 7001 Oracle Enterprise Manager Web Application Port Table 9 Oracle Enterprise Manager Web Application Port Where Configurable The Oracle Enterprise Manager Web Application port is configured when you create the domain in EPM System Configurator.WebLogic Administration Server Port Table 8 WebLogic Administration Server Port Where Configurable The WebLogic Administration Server port is specified during configuration. UAC can be enabled on end-user client desktops. select Administrative Tools and then Component Services.5.

point each server to the same network time server. EPM System uses Java’s canonical host name resolution for resolving host names. each time you access any resource on the server. An archive of the utility (epmsys_hostname. To accomplish this. Synchronizing Clocks The clock on each server must be synchronized to within one second difference. See “Disabling User Access Control ” on page 34. Resolving Host Names The canonical host name of each server must be the same when accessed from within the server and from other servers in the deployment. Select the Default Properties tab. Assign local policies if required by your product.zip) is available in the directory where you unzip the assembly for EPM System Installer. exclude the EPM Oracle home directory from automatic antivirus scans and scan this directory only at scheduled times. You may want to create a local hosts file on each server to resolve host name issues.2 3 4 5 Navigate to Component Services. set the value to None. For Windows. select Connect. and Log-on as a service. To validate host names as resolved by Java. and then My Computer. Preparing User Accounts Windows: l Do not use the Administrator user to install and configure. To prevent these issues. Note: For earlier Windows versions. For Default Authentication Level. Log on as a batch job. Refer to your operating system documentation for more information. the antivirus software tries to open and scan the object. then Computers. Run EPM System Installer and EPM System Configurator as a user with administrator rights. Bypass Traverse Checking. EPM System provides a utility (epmsys_hostname. l l Preparing User Accounts 35 . the user ID typically requires “Act as part of the OS. Disabling Anti-virus Software Antivirus software can cause performance issues with EPM System products if.” Before installing in a Windows 2008 environment. ensure that you disable User Account Control (UAC).bat|sh). Install and configure as an administrator and as the same user for all EPM System products. Right-click My Computer and select Properties.

however. create a database using a supported RDBMS (Oracle Database. For simplicity and ease of deployment. the version of the database should match the operating system. Consider performance. The following products and product components require unique databases: l Performance Management Architect interface data source Extended Analytics for Financial Management and Extended Analytics for Strategic Finance Planning – Each Planning application should have its own repository. l l l l l Data Relationship Management. Install and configure as the same user for all EPM System products. In some cases you might want to configure separate databases for products. If you have installed any other Oracle products. rollback procedures for a single application or product.l When you upgrade. UNIX l Prepare a user account (not the root user). use the same user account that was used to install and configure the earlier release. Caution! To use a different database for each product. you can use one database repository for all products (with the exceptions noted below). for all Oracle products. If you are upgrading EPM System products. EPM System supports 32-bit as well as 64-bit versions of all supported databases. one database is configured for all selected products. On UNIX machines. apply a maintenance release. Microsoft SQL Server. the group must have write permission to the central inventory (oraInventory). When you configure multiple products at one time using EPM System Configurator. or patch this server. 36 Preparing Your Environment . perform the “Configure Database” task separately for each product. For information about the FDM database. or IBM DB2). Performance Scorecard FDM – Use an Oracle Database instance exclusively for FDM. both users must be part of oinstall. see theOracle Hyperion Financial Data Quality Management DBA Guide. See the Oracle Hyperion Data Relationship Management Installation Guide. l Preparing a Database Before you install and configure most EPM System products. For example. the user that is installing must be part of the same group. and disaster recovery plans. the user who will be installing EPM System products must be in the same group as the user who installed the other Oracle products. a 64-bit database version can be used only on a 64-bit operating system. For example. follow this requirement even if you used multiple users to install components in previous releases.

Strategic Finance and FDM both require that a 32-bit Oracle Database client be installed.Upgrade Note! If you are upgrading from a previous release of EPM System products. Note: On Windows 64-bit systems. l Preparing a Database 37 . then install the Oracle Database 64-bit client. This setting is required for successful configuration.0. and configuration. Oracle Data Provider (ODP) for . Performance Management Architect and Financial Management both require that a 64-bit Oracle Database client be installed. Note: If you are using Oracle Database 10.0 (from the Oracle Data Access Component (ODAC) package) is required and must be installed by a user with Windows administrator rights.0. sizing guidelines. Using an Oracle Database This section includes information about Oracle database installation. l If you are using FDM or Performance Management Architect Dimension Server. You must install the Oracle Database 32-bit client first. you must use a minimum of Oracle Database client 11. database creation.4+.6.2. If you already have installed both Oracle Database clients.NET 2. there is a required sequence for installing the Oracle Database clients to support this scenario. Oracle Database Installation Information l Install the full Oracle Database client on the following machines before you start your installation of EPM System products: m Performance Management Architect Dimension server Financial Management application server FDM Application Server and any machine that has FDM Workbench Strategic Finance m m m Note: It is important to install the full database client as part of the installation because the PATH variable is updated to include the path to the /bin folder of the Oracle client. see theOracle Enterprise Performance Management System Installation and Configuration Guide for information about replicating or reusing databases. however.0. uninstall the 64-bit client and install it again. required roles and privileges. In order to use Oracle RAC/SCAN. Financial Management and FDM can coexist on Windows 2008 64-bit systems using IIS7. Note that Strategic Finance only uses the Oracle OLEDB driver supplied in the Oracle Database client install.1. install OCI (Oracle Call Interface) as part of the Oracle database client installation.

Use the global database server name when specifying locations and paths. create a Net Service Name that enables the product to connect to the remote database. consult with your database administrator. l Oracle Database Creation Considerations The database must be created using Unicode Transformation Format UTF-8 encoding (character set).l If your database resides on a remote computer. Oracle recommends that FDM have its own Oracle Database instance. Oracle recommends that you review the Oracle Hyperion Financial Data Quality Management DBA Guide before creating the database instance. Do not use localhost as a server name. Oracle supports the following character sets with UTF-8 encoding: l AL32UTF8 (UTF-8 encoding for ASCII platforms) UTF8 (backward-compatible encoding for Oracle) UTFE (UTF-8 encoding for EBCDIC platforms) l l Oracle Database Privileges The following privileges must be granted to the owners of the database schemas: l CREATE SESSION CREATE VIEW CREATE TYPE CREATE TABLE CREATE CLUSTER CREATE TRIGGER CREATE SEQUENCE CREATE INDEXTYPE CREATE PROCEDURE CREATE ANY SYNONYM DROP ANY SYNONYM UNLIMITED TABLESPACE l l l l l l l l l l l Required Oracle Database Account (FDM Only) The default tablespace used by FDM is the Users tablespace. To ensure that users do not exceed a space-used threshold or if you have questions about the appropriate value for the quota. 38 Preparing Your Environment .

Oracle Database Configuration Considerations Tablespace Considerations The following table describes the Oracle Database tablespace considerations. A shared pool size of 60 MB is used during configuration with EPM System Configurator. and add more as the number of migrations with Lifecycle Management and the number of audit records increases. The amount of space needed depends on the metadata created.000 or fewer total members 200 MB for applications with 15.Oracle Database Sizing Guidelines Oracle recommends that you set tablespaces with Auto Extend ON. The amount of space needed depends on the aggregate size of the objects that you plan to store in the repository. Preparing a Database 39 .000 or fewer total members 200 MB for applications with 15.000 or fewer total members Note: You can adjust the size of the system table database to match the size of the application. which provides space to expand the Reporting and Analysis repository without having to increase the data file or tablespace. Financial Management and Calculation Manager Performance Scorecard Profitability and Cost Management FDM l l 100 MB for applications with 5. See the Oracle Hyperion Financial Data Quality Management DBA Guide.000 or fewer total members Note: You can adjust the size of the system table database to match the size of the application. Oracle recommends starting with at least 250 MB. Product Shared Services & EPM Workspace Performance Management Architect Administration Services Essbase Studio Reporting and Analysis Sizing Guideline Start with 100 MB. The amount of space needed depends on the metadata created. Oracle recommends starting with at least 250MB. 500 MB Oracle recommends starting with at least 250 MB. Oracle recommends starting with at least 32 MB. l l Planning and Calculation Manager 100 MB for applications with 5. The following table describes the Oracle Database sizing guidelines. Oracle recommends starting with at least 32 MB.

Tablespaces can be shared with other applications. Set up a temporary tablespace greater than 1GB.Product General—All products Tablespace Considerations l Consider a global view of tablespaces and allocate one or more tablespaces in order to spread out tables created by EPM System products. Operating System Configuration for Oracle Database For Reporting and Analysis. to improve performance. Ensure that the SEGMENT SPACE MANAGEMENT parameter is set to AUTO when you create tablespace. This action requires CREATE TABLESPACE system privileges. Create a separate tablespace for indexes to improve performance. l l l Set the initial tablespace size to 1 GB Extents to 500 MB Turn Auto Extend ON See the Oracle Hyperion Data Relationship Management Installation Guide Other Parameters The following table describes other Oracle Database parameters. l l l Reporting and Analysis Financial Management FDM Data Relationship Management Dedicate a tablespace to Reporting and Analysis. See the Oracle Hyperion Financial Data Quality Management DBA Guide. Set Oracle OPEN_CURSORS to 1500 or greater. set the necessary environment variables: l (UNIX/Linux) m ORACLE_HOME PATH (Solaris/Linux) LD_LIBRARY_PATH (AIX) LIBPATH (HP) SHLIB_PATH m m m m 40 Preparing Your Environment . Financial Management Performance Scorecard FDM Set Oracle OPEN_CURSORS to 5000. See the Oracle Hyperion Financial Data Quality Management DBA Guide. Product General/AllProducts Other Parameters Set ALTER SYSTEM SET as follows: ALTER SYSTEM SET processes=1000 SCOPE=SPFILE. Determine the tablespaces to be used as the default tablespace and the temporary tablespace for this user. Do not use the SYSTEM tablespace.

ensure that you set these options: l Set READ_COMMITTED_SNAPSHOT = ON Set ALLOW_SNAPSHOT_ISOLATION = ON Select the SQL Server and Windows authentication option when you set the security properties for the database.0. The recommended value is between and 1 and 10. ä To resolve the high memory usage: 1 2 Enable Statement Caching. the Oracle OLE provider on all Financial Management servers must be at least 10.2. In addition.x or 11. Create a database that is case insensitive and use this statement: SQL_Latin1_General_CP1_CI_AS. All products support Latin Collation for the SQL Server database. you must set the StmtCacheSize registry setting for Oracle OLE DB to 10 on all Financial Management application servers. l l l Preparing a Database 41 . Using a Microsoft SQL Server Database This section includes information about SQL Server database creation. you must upgrade to Oracle Database Client 11.2. and sizing guidelines. Edit the following registry value: Hkey_Local_Machine\Software\Oracle\Key_Homename\Oledb Value Name: StmtCacheSize Value (decimal): 1 where Key_Homename refers to the appropriate Oracle Home 3 Stop and restart the HFM application processes.4.7 OLE Provider.x Oracle Database Client should not be changed. the OLE provider must be at least as high a version as your database server.6 or 11. Microsoft SQL Server Database Creation Requirements When creating a Microsoft SQL Server database for use as a repository.0.7.2.21+.33+. If you are using 32-bit with 10g. This is due to a memory issue in Oracle Provider for OLE DB.0. required roles and privileges.Enabling Statement Caching for Financial Management If you use Oracle Database Client 10.1.1. If you are running 32-bit or 64-bit and using 11.0. The registry setting path is: Hkey_Local_Machine\Software\Oracle\Key_Homename\Oledb Note that the 11.1. The configured value must not be zero.1.x for Financial Management. if you are using System 11 on a 64-bit operating system with a 10g database.

which provides space to expand the EPM Workspace repository without having to increase the data file or tablespace. 42 Preparing Your Environment . Microsoft SQL Server Sizing Guidelines The following table describes the Microsoft SQL Server sizing guidelines. Set the initial file size to 1 GB Turn on Auto Growth and set to 10% l l See the Oracle Hyperion Financial Data Quality Management DBA Guide.000 or fewer total members Note: You can adjust the size of the system table database to match the size of the application. Financial Management and Calculation Manager Performance Scorecard Profitability and Cost Management Data Relationship Management FDM l l 100 MB for applications with 5. l l 100 MB for applications with 5. A shared pool size of 60 MB is used during configuration with EPM System Configurator. which provides DB_OWNER privileges. and BULK_INSERT. 500 MB Oracle recommends starting with at least 250 MB. Oracle recommends starting with at least 250 MB. The space needed depends on the metadata created.Microsoft SQL Server Roles and Privileges Database users must be assigned ownership of the database.000 or fewer total members 200 MB for applications with 15. Product Shared Services EPM Workspace Sizing Guideline Start with 100 MB. Windows accounts that run MSSQL Server Windows service must have read access to the FDM Data folder.000 or fewer total members Note: You can adjust the size of the system table database to match the size of the application. Oracle recommends starting with at least 32 MB. The space needed depends on the aggregate size of the objects that you plan to store in the repository. and add more as the number of migrations with Lifecycle Management and the number of audit records increases.000 or fewer total members 200 MB for applications with 15. Oracle recommends starting with at least 32 MB. Oracle recommends starting with at least 250 MB. Performance Management Architect Administration Services Essbase Studio Planning and Calculation Manager The space needed depends on the metadata created. Note: For FDM.

DB2 Runtime Client and DB2 .NET Data Provider must be installed. use the Client Application Enabler to create a client connection to the Reporting and Analysis database. an IBM DB2 database must be created using Unicode Transformation Format UTF-8 encoding (character set). consider: l When installing IBM DB2. Use the Client Configuration Assistant to set up a database alias that enables the EPM System product to connect to the database. and configuration. l IBM DB2 Database Creation Considerations For the best compatibility with non-ASCII character sets. clear the OLAP Starter Kit option. Preparing a Database 43 .NET Data Provider must be installed on the same machine as the Financial Management Application Server. For Reporting and Analysis. database creation. sizing guidelines. if you use an IBM DB2 RDBMS. Be sure to select “Register this Database for ODBC and As a System Data Source. For Core Services and Job Factory Service.” IBM DB2 Roles and Privileges Database users must be assigned the following privileges: l CREATETAB BINDADD CONNECT l l IBM DB2 Sizing Guidelines The following table describes the IBM DB2 sizing guidelines. IBM DB2 Installation Information During IBM DB2 installation. and Reporting and Analysis Services are on separate machines. verify that an entry exists in the Global Assembly Cache. ensure that your DB2 database is installed on a different computer. required roles and privileges.Using an IBM DB2 Database This section includes information about IBM DB2 database installation. and not on the Dimension Server machine where the DB2 9 Runtime Client and DB2 . Use of UTF-8 is required if you need multilingual support (multicharacter set support). Note: If DB2 9 Runtime Client is installed on the Performance Management Architect l computer. l If you use an IBM DB2 database for Financial Management. For Performance Management Architect. ensure that the IBM DB2 Client Application Enabler is installed on the computers on which you install services.

Oracle recommends starting with at least 250 MB. Oracle recommends starting with at least 32 MB. which provides space to expand the EPM Workspace repository without having to increase the data file or tablespace. l l 100 MB for applications with 5.000 or fewer total members Note: You can adjust the size of the system table database to match the size of the application.000 or fewer total members Note: You can adjust the size of the system table database to match the size of the application.Product Shared Services EPM Workspace Sizing Guideline Start with 100 MB. Performance Management Architect Administration Services Essbase Studio Planning and Calculation Manager The space needed depends on the metadata created.000 or fewer total members 200 MB for applications with 15. 44 Preparing Your Environment . Financial Management and Calculation Manager Performance Scorecard l l 100 MB for applications with 5. Oracle recommends starting with at least 32 MB. The space needed depends on the metadata created. 500 MB IBM DB2 Database Configuration Considerations The following table describes IBM DB2 database configuration considerations.000 or fewer total members 200 MB for applications with 15. Oracle recommends starting with at least 250 MB. and add more as the number of migrations with Lifecycle Management and the number of audit records increases. A shared pool size of 60 MB is used during configuration with EPM System Configurator. The space needed depends on the aggregate size of the objects that you plan to store in the repository.

l Increase the heap size: m m m LOGFILSZ to 4096 APPLHEAPSZ to 8192 STMTHEAP to 10240 l l Ensure that the user has privileges to create tablespaces and buffer pools. Increase settings as follows: l l l l l l l bufferpool_name buffer pool from 1000 (default) to 32000 (about the size of the largest audit table and indexes) IBMDEFAULTBP buffer pool from 1000 (default) to 100000 tmp_bufferpool_name buffer pool from 1000 (default) to 8000 (temporary space buffer pool) DBHEAP from 1200 (default) to 33000 SORTHEAP from 256 (default) to 2000 LOGBFSIZ from 16 (default) to 128 Increase the heap size: m m DRDA_HEAP_SZ parameter — 2048 or greater STMHEAP. Example: CREATE BUFFERPOOL hsppool8_1 SIZE 250 PAGESIZE 32 K. CREATE REGULAR TABLESPACE hspspace8_1 PAGESIZE 32 K MANAGED BY SYSTEM USING ('c:\db2data\hspspace8_1') EXTENTSIZE 32 OVERHEAD 24. the tablespace is named HSPSPACE8_1 and is created in the C:\DB2DATA \HSPSPACE8_1 directory. Preparing a Database 45 . By default.9 BUFFERPOOL HSPPOOL8_1. The database administrator must ensure that the user who logs on to the Planning relational database has rights to use the new tablespace. and APP_CTL_HEAP_SZ parameters — 8096 Shared Services and Essbase Studio Performance Management Architect l l Increase PAGESIZE to 32K. APPLHEAPSZ. Change the names and the disk location to reflect your needs. Increase bufferpool to 32768. the administrator should adjust the settings as appropriate for the environment.1 PREFETCHSIZE 8 TRANSFERRATE 0. Ensure that the user has been granted the right to use the temporary tablespace. you must configure the database with a large enough tablespace (having a page size of at least 32 K) in order to support the Planning tables.Product General—All products Tablespace Considerations Minimum tablespace requirements: l l A buffer pool and a tablespace with a 32 KB page size A system temporary buffer pool and a system temporary tablespace with a 32 KB page size Note: The default tablespace for the database user that owns the repository must not be partitioned. Planning Before you configure Planning. The other settings are also defaults. The following sample SQL script creates the necessary buffer pool and tablespace.

Modify this script with information specific to your database: SET HPSDB=<hpsdatabase> SET ADMIN=<adminusername> SET ADMINPWD=<adminpassword> SET TBSFILE=<table space file location> SET TMPFILE=<temp file location> DB2 CONNECT TO %HPSDB% USER %ADMIN% USING %ADMINPWD% DB2 UPDATE DATABASE CONFIGURATION FOR %HPSDB% USING APPLHEAPSZ 512 DB2 CREATE BUFFERPOOL HPS_BP SIZE 250 PAGESIZE 32 K DB2 TERMINATE DB2STOP DB2START DB2 CONNECT TO %HPSDB% USER %ADMIN% USING %ADMINPWD% DB2 CREATE REGULAR TABLESPACE HPS_SPACE1 PAGESIZE 32 K MANAGED BY SYSTEM USING ('%TBSFILE%') EXTENTSIZE 32 OVERHEAD 24. right-click and select Properties.Performance Scorecard–Specific IBM DB2 Database Configuration Requirements You must complete the following procedure before you configure Performance Scorecard. then Computer Management. see Chapter 3. ä To prepare the IBM DB2 server: 1 2 Increase the database log size to 6500. Select Users.9 BUFFERPOOL HPS_BP DB2 COMMENT ON TABLESPACE HPS_TEMP IS 'HPS Temporary Table Space' DB2 TERMINATE DB2STOP DB2 3 4 5 Save the file as name. Select DB2Admin. d. To identify the products that require a Web application server. perform these steps: a. click Advanced. “EPM System Architecture. On the Properties box. select Member Of.” 46 Preparing Your Environment . execute the script.1 PREFETCHSIZE 32 TRANSFERRATE 0. b. and then Users and Groups. and click Save. From the Command Center.bat. Select Control Panel.9 BUFFERPOOL HPS_BP DB2 COMMENT ON TABLESPACE HPS_SPACE1 IS 'HPS Table Space' DB2 GRANT USE OF TABLESPACE HPS_SPACE1 TO PUBLIC DB2 CREATE SYSTEM TEMPORARY TABLESPACE HPS_TEMP PAGESIZE 32 K MANAGED BY SYSTEM USING ('%TMPFILE%') EXTENTSIZE 32 OVERHEAD 24. Preparing Web Application Servers Many EPM System products require a Web application server. On the User Accounts box. click Remove. e. c. Windows 2003 users.1 PREFETCHSIZE 32 TRANSFERRATE 0.

l l l Preparing Web Servers Oracle HTTP Server You can choose to install Oracle HTTP Server during the installation of Foundation Services. During installation. do not install the Web Services Gateway component of the WebSphere Application Server Network Deployment. ensure you meet the installation prerequisites for Oracle HTTP Server and review the Oracle HTTP Server installation documentation and Release Notes for details. Caution! Before you install EPM System products.WebLogic Server l Oracle provides a limited-use license of WebLogic Server for use with EPM System products. the user account that installs and configures the EPM System product being deployed must have permission to create a WebSphere profile. EPM System generates messages in SOAP 1. The Web Services Gateway component expects messages in SOAP 1. l For additional information about using WebLogic Server in a distributed environment. you must install EPM System products to this same Middleware home. The default WebSphere installation path for Windows is Program Files/ IBM/WebSphere. For additional information. Install the plug-ins from the IBM WebSphere 7. If EPM System Installer detects an existing WebLogic Server installation in the installation location.0 format. if you have an existing WebLogic Server installation and want to use it instead of the WebLogic Server installed by EPM System Installer. Refer to the IBM InfoCenter for detailed instructions on granting permission to create a WebSphere profile as a non-root user. note the Middleware home location for the WebLogic Server installation. When you are installing WebSphere. EPM System Installer installs WebLogic Server for you. If the WebSphere installation path contains spaces. EPM System products cannot deploy to WebSphere. see “Oracle HTTP Server Installation Prerequisites” in the Oracle Enterprise Performance Management System Installation and Configuration Guide. it does not install WebLogic Server. IBM WebSphere l On UNIX platforms. Typically.1 format. however. see “Installing EPM System Products in a Distributed Environment” in the Oracle Enterprise Performance Management System Installation and Configuration Guide. Change the installation path so that no spaces are included. They are required for Reporting and Analysis. using the Oracle HTTP Server silent installer.0.0. Preparing Web Servers 47 .19 supplemental components CD. However.

On Windows 2008. If .0 on Windows 2003 machines: 1 2 48 Open IIS Manager.NET 2. the installation program will install it. EPM System Installer automatically installs it for you. If IIS is chosen as the Web server during configuration. EPM System Configurator automatically installs Windows server roles for IIS if they are not already installed. select Web Service Extensions. ensure that the IIS services are running: l IIS Admin Service World Wide Web Publishing Service l If you do not see the services for IIS. if you are configuring products that require IIS. ä To enable .NET support enabled before configuration of the EPM System product: l Performance Management Architect Service (Dimension Server) Financial Management Strategic Finance FDM Data Relationship Management l l l l Notes about IIS: l If .NET 2. you must register and enable .0 with IIS.0 Framework on the machine where you install the Dimension server. you are prompted for the installation CD or the path to Windows Server 2003 files to install the required IIS files.NET is not detected.0 is installed.Microsoft Internet Information Services (IIS) The following products require IIS to be installed with ASP. you must disable IIS recycling based on memory consumption. In the left pane. l l l l Verifying the IIS Installation To verify the IIS installation.0 Framework is not installed on your machine. the required server roles are provided by EPM System Configurator. If you are using Windows 2003 and . you must allow all unknown ISAPI extensions through the Internet Information Services Manager. On Windows Server 2003.NET 2. On Windows 2008.NET 2.NET 2. If you are using Smart View and Financial Management in a Windows 2003 Server 64-bit environment. Preparing Your Environment . ensure that IIS is installed. Enabling Existing .NET 2.0 Framework (Windows 2003) Performance Management Architect requires .

0/7. avoid a timeout by setting ProxyTimeout to the IIS request timeout 3600s. Therefore. go to: C:\Windows\Microsoft. enable it by ensuring that the Status column is set to Allowed.NET 2. Browser Settings Ensure that browser preferences and options are enabled: Preparing Web Browsers 49 . 0. for Strategic Finance.NET 2. Preparing Web Browsers This section contains required browser settings and information about enabling ActiveX for Reporting and Analysis. Repeat steps 1–3. Note: For IIS 7 (the default on Windows 2008 systems).0 with IIS: a.0 Support Microsoft IIS 6. Strategic Finance (32-bit) cannot be deployed on the same computer where Financial Management (64-bit) is deployed. all EPM System products can coexist. before you install and configure EPM System.NET 2.0 is listed in the right pane.0 compatibility mode when running IIS 7.0 is not listed in the right pane and .NET\Framework\v2.NET 2.8 binaries that support SSL.50727 b. If ASP.0. when installing and configuring EPM System products with Microsoft IIS 6.0 can be configured to support 32-bit application runtimes or 64-bit application runtimes on 64-bit operating systems.0 is installed. Specifically. register . However. Microsoft IIS 6.3 4 If ASP. On 32-bit platforms. From the command prompt. 32-bit and 64-bit components can coexist. Enter aspnet_regiis.2. install 32-bit runtimes and 64-bit runtimes for EPM System Web tier components on different computers. Financial Management Web Server Environment For Apache Web server. download and install the Apache 2. for synchronous load requests in Financial Management that take more than five minutes to respond.exe —iru. you need to install IIS 6. 32–Bit/64–Bit Microsoft IIS 6. c.0 cannot be configured to support both simultaneously. Apache HTTP Server If you plan to use Apache HTTP Server in an SSL enabled UNIX environment.0. in general.

and then add a user-defined value called no and click OK. Allow pop-up windows. then Internet Options.mozilla. Click OK. Note: After you click OK. then Security Tab. 4. then Languages. then Internet Options. Enabling ActiveX (Reporting and Analysis) To enable EPM System Web applications to function properly. and then Remote XUL Manager. In Firefox. and then click Remove. select Tools. which is different from the default Norwegian (Bokmal) [ne-NO] setting. In the Language Preferences dialog box. then Custom Level. m l For each Mozilla Firefox version 5. then Security. In the Language field. See “Enabling ActiveX (Reporting and Analysis)” on page 50. For Internet Explorer (Reporting and Analysis only): m l Enable ActiveX. Add your company's domain name (for example.com) to the whitelist. The preferred setting is to allow cookies to be stored on your computer. The minimum requirement is to allow per-session level cookies. Internet Explorer must be configured to enable support for ActiveX technologies. select Tools. 5. then Internet Options. then Trusted Sites.x or version 8 browser instance that is used to access Shared Services. select Tools.org/en-us/firefox/ addon/remote-xul-manager/). 3. select the new User Defined [no] entry. select Tools. Click Add. 3. Restart Firefox. l For Internet Explorer 7. Ensure that the setting for “Include local directory path when uploading files to a server” is set to Enable. 2.l For Internet Explorer and Mozilla Firefox: m Enable JavaScript Enable cookies. For example. Install the Remote XUL Manager add-on (https://addons. in Internet Explorer. You can now view EPM System products in Norwegian using Internet Explorer. and then click Move up to move this entry to the top of the list. perform the following steps: 1. you need to change the Language Preferences settings as follows: 1. Add the Reporting and Analysis Web site to the trusted zone. and then Miscellaneous. In Internet Explorer. the custom language setting in Language Preferences dialog box changes to Norwegan (Bokmal) [no]. select each of the Norwegian settings. 2. 4. m m l If you are using Internet Explorer with EPM Workspace in Norwegian. and then click Sites. mycompany. 50 Preparing Your Environment .

Client Disk Space and RAM Disk space and RAM requirements are approximate. Note: Web browser clients have no disk space requirements beyond those of the Web browser. the installation files and assemblies can be removed.” l l l l Disk Space and RAM This section describes client and server disk space and RAM requirements for EPM System products. Provide group policies that define the controls required for handling XML (the MS XML parser and XMLHTTPRequest controls) and enable these administrator approved controls for all sites or for select trusted sites. For Active X enabled controls. JavaScript. enable ActiveX controls and plug-in execution by setting “Run ActiveX controls and plug-ins” to “Enable. only HTML. enable the setting “Script ActiveX controls marked safe for scripting. Foundation Services 400 MB 100 MB 20 MB File generator and batch client components only Disk Space and RAM 51 . Guidelines to enable XML components: l In the Web browser security settings. Product Family EPM System Installer Component Oracle Hyperion Enterprise Performance Management System Installer and all EPM System product assemblies Common client components Oracle Hyperion Smart View for Office for Office Performance Management Architect Disk Space (Minimum)1 16 GB Notes After installation. based on your product installation choices.” Enable ActiveX controls and plug-in execution by adding the Project Reporting and Analysis site as a trusted site and changing the custom security settings for trusted sites. The recommended RAM requirement for all clients is 1 GB.EPM System products do not download ActiveX components to the browser. All other ActiveX controls and plug-ins remain disabled. Instead. Group policies can be implemented by zone by enabling the controls for sites in the trusted zone. The installation program checks for twice the required disk space. and XML are sent to and by the client browser.

Server Disk Space and RAM Disk space and RAM requirements are approximate and do not include additional possible requirements on the machine. 52 Preparing Your Environment . based on your product installation choices.Product Family Essbase Component Essbase Runtime Client Essbase Administration Services Console Essbase Integration Services Console Essbase Studio Console Disk Space (Minimum)1 150 MB 300 MB 90 MB 80 MB 400 MB 700 MB 190 MB 90 MB 30 MB 10 MB 40 MB 40 MB 280 MB 100 MB 700 MB 700 MB 300 MB 200 MB Notes Reporting and Analysis Oracle Hyperion Financial Reporting Studio Oracle Hyperion Interactive Reporting Studio Oracle Hyperion Dashboard Development Services Oracle Hyperion SQR Production Reporting Studio Oracle Hyperion SQR Production Reporting Activator Production Reporting Remote Production Reporting Viewer Oracle Hyperion Web Analysis Studio Financial Performance Management Applications Offline Planning Financial Management Client Strategic Finance Client Oracle Hyperion Strategic Finance Reader Disclosure Management Oracle's Data Management 1Disk FDM Workbench space does not include the common client components installed on the machine with Foundation Services. Disk space estimates include documentation help files (if applicable) and EPM System components. The installation program checks for twice the required disk space.

and Modules) Oracle HTTP Server (optional component) Common Oracle libraries Shared Services Performance Management Architect Oracle Hyperion Calculation Manager Essbase Server Application Programming Interface Administration Services Disk Space (Minimum) 1.4 GB RAM (Minimum) 500 MB 1.Component WebLogic Server (includes WebLogic. JDK. JRockit.5 GB 1 GB for Dimension Server 512 MB each for Web Tier and Data Synchronizer 45 MB 2 GB 40 MB 1 GB2 256 MB 1 GB 256 MB 32 MB multiplied by the number of concurrent Oracle Essbase Administration Services users For example. 32 MB * 10 users = 320 MB Essbase Integration Server Oracle Hyperion Provider Services Oracle Essbase Studio Server Oracle Hyperion Reporting and Analysis Framework 340 MB 680 MB 120 MB 2 GB For services: 400 MB For importing files: 2 GB 256 MB 340 MB 256 MB 1 GB For services: 1 GB Oracle Hyperion Financial Reporting Interactive Reporting Oracle Hyperion SQR Production Reporting Oracle Hyperion Web Analysis Financial Management Server Database Server for Financial Management Financial Close Management 3 Planning 400 MB 1 GB 400 MB 2 GB 64 GB (10 GB available) 24 GB 8 GB 8 GB (10 GB available) 1 GB 1 GB 256 MB 1 GB 4 GB 4 GB 4GB 2 GB Disk Space and RAM 53 . utils.2 GB 900 MB 800 MB1 125 MB 1 GB NA 1.

If using Lifecycle Management functionality. and user background task logs. their backup archives. 3Requirements for Oracle SOA Suite are not included. 5Sufficient storage should be included to contain the entities. 2Allow extra disk space for data files and outline files that are copied to Administration Services during data loading and outline editing. 54 Preparing Your Environment . administrative and transaction files. Note: For data storage and binary installation.Component Performance Scorecard Strategic Finance Server Oracle Hyperion Profitability and Cost Management Oracle Hyperion Disclosure Management FDM Database Server Disk Space (Minimum) 4 GB recommended 700 MB5 8 GB 8 GB Dependent on size of the FDM application Multiple HDDs to spread processing RAM (Minimum) 1 GB4 2 GB 2 GB 4 GB 1 GB per 75 concurrent users (2 GB minimum) l l FDM folder structure FDM Application Server FDM Web Server ERP Integrator Data Relationship Management Database Server Data Relationship Management Application Server Dependent on size of the FDM application 400 MB 400 MB 300 MB 15 GB 500 MB 2 GB per 75 concurrent users 2 GB 2 GB 2 GB 2 GB 1This number is for the base Shared Services installation. such as consolidation reports. Oracle recommends that you significantly increase disk space because application artifacts are exported and stored in the Shared Services file system. respectively. 41 GB includes Performance Scorecard and Alerter servers. see the Oracle Enterprise Performance Management System Installation and Configuration Guide. Essbase supports the use of a disk array device. For details.

...................................................... Each port number on the machine must be unique................ If the default port is already in use on the machine..........62 Data Management Ports .56 Oracle Enterprise Manager Web Application Port ......................................... If the default port number is not changed...... EPM System Configurator will not continue........................................... the software is configured with the default values.................... Default Ports and Shared Services Registry During the configuration process.....................................59 Reporting and Analysis Ports .................................... During configuration using EPM System Configurator..... a port number conflict may exist............................................................................................................ Caution! These ports are not meant to be used to access a product.....56 WebSphere Ports.......................) If an error message similar to “port already in use” or “bind error” is displayed......................................................57 Foundation Services Ports .........................57 Essbase Ports ...............60 Financial Performance Management Applications Ports . see “Starting and Stopping EPM System Products” in the Oracle Enterprise Performance Management System Installation and Configuration Guide.........57 SSL Ports ........... Default Ports and Shared Services Registry 55 ............55 WebLogic Administration Server Port .......................................... or if there is a conflict......6 In This Chapter Ports Default Ports and Shared Services Registry .............66 This chapter contains information about default port numbers for EPM System products including where the port can be configured.................................... default port numbers for most Oracle Enterprise Performance Management System products are automatically populated in Oracle Hyperion Shared Services Registry. (The same product on different machines can have the same port number................................ For information on starting a product............ you can change the default numbers..................................................................................................

To change the default port.conf file.WebLogic Administration Server Port Table 10 WebLogic Administration Server Port Where Configurable The WebLogic Administration Server port is specified during configuration. Default Port Number 80 Note: Both IBM HTTP Server and IIS Web Server use 80 as their default port. You can change the default port in the <IHS>/ conf/httpd. 56 Ports . If you are using WebSphere. you must change one of these defaults so that there is no port conflict. See “Configuring IBM HTTP Server” in the Oracle Enterprise Performance Management System Installation and Configuration Guide. Default Port Number 9043 IBM HTTP Server Port Table 12 IBM HTTP Server Port Where Configurable The IBM HTTP Server port is specified during IBM HTTP Server installation. Default Port Number 7001 WebSphere Ports Subtopics l l WebSphere Application Server Port IBM HTTP Server Port WebSphere Application Server Port Table 11 WebSphere Application Server Port Where Configurable The WebSphere Application Server port is specified during configuration. use the WebSphere Administration Console. To change the default port. use the WebLogic Administration Console.

Server Oracle HTTP Server IIS Microsoft Internet Information Services (IIS) Manager Console. Oracle Hyperion Foundation Services Managed Server includes Oracle Hyperion Shared Services. Foundation Services Ports See these sections for information about Foundation Services ports: l “Foundation Services Ports” on page 57 “Performance Management Architect Ports” on page 58 “Calculation Manager Web Application Ports” on page 58 l l Foundation Services Ports The following table describes the Foundation Services Managed Server Web application ports and where you can configure them. EPM Workspace.conf configurable in the EPM System Configurator. and Foundation Web Service. Change the TCP port value setting. Oracle Enterprise Manager Web Application Port 57 .Oracle Enterprise Manager Web Application Port Table 13 Oracle Enterprise Manager Web Application Port Where Configurable The Oracle Enterprise Manager Web Application port is configured when you create the domain in EPM System Configurator. see Oracle Enterprise Performance Management System Security Configuration Guide. Table 14 Foundation Services Web Application Ports Default Port Number 28080 28443 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Table 15 Web Server Ports Default Server Port 19000 80 443 (SSL) Where Configurable MIDDLEWARE_HOME/user_projects/epmsystem1/httpConfig/ohs/config/ OHS/ohs_component/httpd. Default Port Number 7001 SSL Ports For more information about configuring SSL ports.

change <Port>portnumber</ Port> Net JNI Bridge 5255 EPM_ORACLE_HOME/products/Foundation/BPMA/AppServer/DimensionServer/ ServerEngine/bin/BPMA_Server_Config.Performance Management Architect Ports Table 16 Performance Management Architect Web Application Ports Default Port Number Where Configurable Port Type Performance Management Architect Web Application Listen port SSL listen port Data Synchronizer Web Application (Performance Management Architect) Listen port SSL listen port 19091 (can be configured for SSL) 19047 EPM System Configurator EPM System Configurator 19101 (can be configured for SSL) 19145 EPM System Configurator EPM System Configurator Table 17 Performance Management Architect Server Ports Default Port Number 5251 Where Configurable Services Performance Management Architect Server EPM_ORACLE_HOME/products/Foundation/BPMA/AppServer/DimensionServer/ ServerEngine/bin/BPMA_Server_Config.under<DimensionServer>. In BPMA_Server_Config. Change the TCP port value setting. Default Web Server Port 80 (HTTP) or 443 (when SSL is enabled) Calculation Manager Web Application Ports Table 19 Calculation Manager Web Application Ports Default Port Number 8500 8543 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port 58 Ports . change <NetJNIBridgePort>portNumber</NetJNIBridgePort> Table 18 Performance Management Architect Web Services (IIS) Port Where Configurable Microsoft Internet Information Services (IIS) Manager Console. In BPMA_Server_Config.xml.under<SessionManager>.xml.xml.xml.

Table 21 OPMN (Oracle Process Manager and Notification Server) Default Ports Default Port Number 6711 6712 Where Configurable Open the opmn. you must specify a unique port number for each instance.xml file and modify the “local” parameter. the first instance of Essbase Server uses port number 1423. Then save the file.Essbase Ports See these sections for information about Essbase ports: l “Essbase Ports” on page 59 “Administration Services Ports” on page 60 “Provider Services Ports” on page 60 “Essbase Studio Ports” on page 60 l l l Essbase Ports Table 20 Essbase Default Service Ports Default Port Number 1423 32768–33768 (two ports per process) 6423 3388 Where Configurable EPM System Configurator EPM System Configurator EPM System Configurator EPM_ORACLE_HOME/products/Essbase/eis/bin/ais. Open the opmn. By default. which is specified in EPM System Configurator.1.xml file and modify the “remote” parameter. in the form: machineName:agentPort when connecting. if you do not specify Oracle Essbase port numbers in EPM System Configurator. Service Oracle Notification Server Local Port Oracle Notification Server Remote Port Essbase Ports 59 . Note: When multiple instances of Essbase Server are installed on one computer. Specify a different port number for the second instance during configuration with EPM System Configurator.1. You connect to subsequent installations by specifying the machine name and the agent port number.cfg Service Essbase Agent Essbase server applications (ESSSVR) Essbase SSL Agent Oracle Essbase Integration Services Server Add -Pportnumber Note: Starting in release 11. Then save the file. the default ports are used.

port=new port number HTTP listen port 9080 MIDDLEWARE_HOME/user_projects/epmsystem1/BPMS/bpms1/bin/server. properties Parameters: server.Administration Services Ports Table 22 Administration Services Web Application Ports Default Port Number 10080 10083 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Provider Services Ports Table 23 Provider Services Web Application Ports Default Port Number 13080 13083 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Essbase Studio Ports Table 24 Essbase Studio Server Ports Default Port Number 5300 Where Configurable Port Type Listen port MIDDLEWARE_HOME/user_projects/epmsystem1/BPMS/bpms1/bin/server.httpPort=new port number Reporting and Analysis Ports See these sections for information about Oracle Hyperion Reporting and Analysis ports: l “Reporting and Analysis Framework Ports” on page 61 “Financial Reporting Ports” on page 61 “Interactive Reporting Ports” on page 62 “Web Analysis Ports” on page 62 l l l 60 Ports . properties Parameters: transport.

either the default range 6800– 6805 or the range specified during configuration. Where Configurable From EPM Workspace. then Reporting and Analysis. l l l l l l Financial Reporting Ports Table 27 Financial Reporting Web Application Ports Default Port Number 8200 8243 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Table 28 Financial Reporting Default Service Ports Default Port Number 8205-8209 Dynamic Where Configurable EPM System Configurator EPM_ORACLE_HOME/common/ADM/11. l Service Reporting and Analysis Framework Agent Reporting and Analysis Framework Services l Global Services Manager (GSM) Core Service Service Broker Job Service Event Service Repository Service Use EPM System Configurator when you are installing or configuring Reporting and Analysis Framework Services for the first machine. then Administer.1.Reporting and Analysis Framework Ports Table 25 Reporting and Analysis Framework Web Application Ports Default Port Number 45000 45043 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Table 26 Reporting and Analysis Framework Default Service Ports Default Port Number 6860 6800–6805 Each service listed in this table is assigned a port within the range. select Navigate. then Services. and then Agents.2. select Navigate. To change a port number or find out the exact port used by a particular component: from EPM Workspace. then Administer. and then the Properties dialog box of Reporting and Analysis Framework Services.0/lib/ADM.properties Service RMI Services Remote ADM Server Reporting and Analysis Ports 61 . then Reporting and Analysis.

6813 (Intelligence Service): 6814. 6811 (Log Service) 6812. then Administer. and then the Properties dialog of Oracle Hyperion Reporting and Analysis Framework Services l l l l Web Analysis Ports Table 30 Web Analysis Web Application Ports Default Port Number 16000 16043 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Financial Performance Management Applications Ports See these sections for information about Oracle's Hyperion Financial Performance Management Applications ports: l “Financial Management Ports” on page 63 “Planning Ports” on page 64 “Performance Scorecard Ports” on page 64 “Strategic Finance Ports” on page 65 “Profitability and Cost Management Ports” on page 65 “Financial Close Management Ports” on page 63 “Disclosure Management Ports” on page 66 l l l l l l 62 Ports . then Services. then Reporting and Analysis.Interactive Reporting Ports Table 29 Interactive Reporting Default Service Ports Default Port Number 6810. To change a port number or find out the exact port used by a particular component: from Oracle Hyperion Enterprise Performance Management Workspace. 6815 (Data Access Service) 6816. select Navigate. 6817 (Job Service) Where Configurable l Service l Interactive Reporting Logging Service Interactive Reporting Intelligence Service Data Access Service (DAS) Oracle Hyperion Interactive Reporting Job Service Use EPM System Configurator when you are installing or configuring Reporting and Analysis Framework Services for the first machine.

Default Web Server Port 80 (HTTP) or 443 (when SSL is enabled) Note: The Financial Management IIS Web Applications: Financial Management Web Services IIS Web Application. change the TCP port value setting. Table 34 Financial Management SMTP Port for Email Alerts Where Configurable EPM System Configurator Default SMTP Port for Email Alerts 25 Financial Close Management Ports The following table describes the Oracle Hyperion Financial Close Management ports and where you can configure them.Financial Management Smart View IIS Web Application. See the Microsoft support article describing how to set the ports used by DCOM: http:// support. Financial Management IIS Web Application.com.microsoft. Financial Performance Management Applications Ports 63 . Search for "restrict DCOM port.Financial Management Ports Table 31 Financial Management Web Application Port Default Port Number 7363 7365 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Table 32 Financial Management Default Service Port Default Port Number 135-plus ephemeral high-range ports (1024– 5536) 9097 Where Configurable Windows settings–Fix DCOM ephemeral ports. HKEY_LOCAL_MACHINE \Software\HyperionSolutions\HyperionManagement\Server Financial Management IIS Web Application Port Where Configurable In Microsoft Internet Information Services (IIS) Manager Console." Service Financial Management Service Financial Management DME Listener Service (for use with Oracle Hyperion EPM Architect) Table 33 In the NT registry on the machine on which DMEListener is running. and Oracle Hyperion Financial Management LCM IIS Web Application.

properties.properties Parameter: registryPort Note: You cannot change this port using the EPM System Configurator. COMMON_RMI_PORT. and then System Properties. and specify the same port value that you entered in HYPERIONRMI_Port. then Manage Properties. Restart the Hyperion RMI Registry service. In Oracle Hyperion Planning. 5. select Administration. Performance Scorecard Ports Table 38 Performance Scorecard Web Application Ports Default Port Number 18080 18443 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port 64 Ports .Table 35 Financial Close Management Close Manager and Account Reconciliation Manager Web Application Ports Default Port Number 8700 8743 8001 Where Configurable EPM System Configurator EPM System Configurator Oracle WebLogic Server Admin Console Type of Port Listen port SSL listen port SOA Server Planning Ports Table 36 Planning Web Application Ports Default Port Number 8300 8343 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Table 37 Planning RMI Server Port Default Port Number 11333 Where Configurable Service Planning RMI Server EPM_ORACLE_HOME/common/RMI/VersionNumber/HyperionRMI_Port. 3. Add a new parameter. Restart the Hyperion Planning Service. This updates the HSPSYS_PROPERTIES database. In the HyperionRMI_Port.properties file. = 2. To change the Planning RMI Server port: 1. 4. change the registryPort value to the new port number.

The following table describes the Oracle Hyperion Performance Scorecard Alerter Web application ports and where you can configure them. Table 39 Performance Scorecard Alerter Web Application Ports Default Port Number 18081 18444 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Strategic Finance Ports Table 40 Strategic Finance Default Service Port Default Port Number 7750 Where Configurable EPM System Configurator Note: If you change this port.) Default Web Server Port 80 (HTTP) or 443 (when SSL is enabled) Table 42 Strategic Finance Web Application Port Default Port Number 8900 8943 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Profitability and Cost Management Ports Table 43 Profitability and Cost Management Web Application Ports Default Port Number 6756 6743 Where Configurable EPM System Configurator EPM System Configurator Port Type Listen port SSL listen port Financial Performance Management Applications Ports 65 . you must also change it for each Oracle Hyperion Strategic Finance client in the Connection dialog box. (Change the TCP port value setting. Service Strategic Finance Server Table 41 Strategic Finance Web Server Port Where Configurable Microsoft Internet Information Services (IIS) Manager Console.

com. see the Microsoft support article describing how to set the ports used by DCOM: http://support. then use SMB = port 445 Firewall 135 plus ephemeral high-range ports (1024– 65536) Windows settings—Fix DCOM ephemeral ports. Search for “restrict DCOM port.microsoft." Note: For FDM. see the Microsoft support article describing how to set the ports used by DCOM: http://support. 445 Where Configurable Windows settings–Fix DCOM ephemeral ports. For more information.microsoft. Table 45 FDM Default Service Ports Default Port Number 135-plus ephemeral high-range ports (1024– 65536) 137–139. Default port numbers are the following: l l l NetBIOS Datagram Service = port 138 NetBIOS Name Resolution = port 137 NetBIOS Session Service = port 139 If NetBIOS is turned OFF. 66 Ports .” Service FDM load balancer andFDM application server File sharing Controlled by the operating system.Disclosure Management Ports Table 44 Disclosure Management Web Application Ports Default Port Number 8600 8643 Where Configurable EPM System Configurator EPM System Configurator Type of Port Listen port SSL listen port Data Management Ports See these sections for information about Oracle's Data Management ports. By default. Search for "restrict DCOM port. the DCOM port 135 must be open if you are running in a DMZ environment. l “FDM Ports” on page 66 “ERP Integrator Ports” on page 67 “Data Relationship Management Ports” on page 67 l l FDM Ports The following table describes the FDM default service ports and where you can configure them. For more information. file sharing is enabled between all FDMapplication servers and the data server.com.

) Default Web Server Port 80 (HTTP) or 443 (when SSL is enabled) ERP Integrator Ports The following table describes the Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Web application ports and where you can configure them. (Change the TCP port value setting.) Default Web Server Ports 80 (HTTP) or 443 (when SSL is enabled) Data Management Ports 67 . Table 49 Data Relationship Management Web Server Ports Where Configurable Microsoft Internet Information Services (IIS) Manager Console. Table 47 ERP Integrator Web Application Ports Default Port Number 6550 6553 Where Configurable EPM System Configurator Oracle Hyperion Enterprise Performance Management System Configurator Port Type Listen port SSL listen port Data Relationship Management Ports The following table describes the Data Relationship Management default service ports and where you can configure them. (Change the TCP port value setting. Table 46 FDM Web Server (IIS) Port Where Configurable Microsoft Internet Information Services (IIS) Manager Console. Table 48 Data Relationship Management Default Service Port Default Port Number 5200–5400 Where Configurable drm-config.xml using the Data Relationship Management Console Service Data Relationship Management server applications The following table describes the Oracle Data Relationship Management Web server ports and where you can configure them.The following table describes the Oracle Hyperion Financial Data Quality Management Web server port and where you can configure it.

68 Ports .

43 Microsoft SQL Server. 67 database requirements IBM DB2. default ports. 57 D Data Relationship Management default ports. 28 Index 69 . 43 Microsoft SQL Server. 60 anti-virus disable. 43 Microsoft SQL Server requirements. 63 Financial Management default ports. 52 documentation downloading. enabling. 28 software. 51 server software. 37 database roles and privileges IBM DB2. 41 Financial Management default ports. 38 databases IBM DB2 requirements. 48 A accounts. 66 disk space and RAM requirements client software. 50 Administration Services default ports.NET installation. EPM System. default ports. default ports. 11 browsers. 11 ERP Integrator. 67 Essbase. default ports. 29 F failover. 58 checklist for installation planning. See also Web browsers E EPM System product overview. 60 C Calculation Manager. 9 downloading documentation. 36 H hardware preparation. 49. 27 clustering. 28 installation and deployment. 66 Financial Close Management default ports. 59 Essbase Studio. 29. 41 Oracle Database. 17 Disclosure Management default ports. 41 Oracle Database requirements. 63 Financial Reporting default ports. 61 firewalls. 29 Foundation Services default ports.A B C D E F H I J M O P R S T U W Index Symbols . 63 statement caching. 42 Oracle Database. default ports. preparing. 28 B BI Publisher. 29 architecture. 30 ActiveX. 37 preparing. 29 FDM.

56 WebLogic Server. 39 U upgrading database preparation. See Web application servers M Microsoft Internet Information Services (IIS). 42 size. 28 SSL. 43 P Performance Management Architect default ports. 31 WebLogic Admin Server port. 30 statement caching in Financial Management. 59 Oracle BI EE. default ports. downloading. default ports. 64 Planning. 43 tablespace. 39 software. 34. 43 roles and privileges. 44 Oracle Database. 65 Provider Services. 57 Shared Services Registry ports. 49 Microsoft Internet Information Services (IIS). 48 installation documentation. 11 Oracle Database requirements. 36 UTF8. 46 IBM WebSphere. 27 Interactive Reporting. 34. 49 settings. 42 Oracle Database. 39 third-party software requirements licenses.A B C D E F H I J M O P R S T U W I IBM DB2 database requirements. 55 size guidelines IBM DB2. 58 Performance Scorecard default ports. 49 Web servers. 57 preparing for. default ports. 65 J Java application servers. default ports. 43 Microsoft SQL Server. 60 W Web Analysis. 47 Financial Management environment. 48 preparing. 57 Profitability Management default ports. 34. 42 T tablespace IBM DB2. 47. 55. 62 Web application servers. EPM System architecture. 41 Strategic Finance default ports. 62 S security prerequisites. 38. 56 R Reporting and Analysis default ports. 30 Shared Services default ports. 31 Web browser preparing. 17 O OPMN default ports. 43 size. 48 Microsoft SQL Server database requirements. 56 IIS. 34. 37 roles and privileges. 33. 44 IBM HTTP Server. 39 tablespace. 64 ports. 9 installation planning. 33. 57 ports. 41 roles and privileges. 47 preparing. 38 size. 27 tiers. 47 WebSphere. 60 70 Index .