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Hyperion 11.1.2.

3 Installation Guide

Description:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Guides for Essbase, Planning, HFM, FDQD and Reporting and Analysis. The document shows how to install Hyperion 11.1.2.3 in Oracle Linux. Join our professional training program and learn from experts.

History:
Version 0.1

Description Change Review#1

Author Amit Sharma

Publish Date 18th May 2013

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Contents
Contents........................................................................................................................................................................2 Software and Hardware Requirement...........................................................................................................................3 .....................................................................................................................................................................................3 EPMA Components to be Installed................................................................................................................................3 Download the installation files .....................................................................................................................................4 ..............................................................................................................................................................................5 ......................................................................................................................................................................................6 ......................................................................................................................................................................................7 ......................................................................................................................................................................................7 Start Installation once you ensure you meet all the prerequisites................................................................................8 Set Environment Variables..................................................................................................................................13 Install Database, Create schema and grant privileges.........................................................................................13 ..................................................................................................................................................................................13 Configure EPMA..................................................................................................................................................14 ....................................................................................................................................................................................14 Start WebLogic Services ..................................................................................................................................25 Start Hyperion Services ...................................................................................................................................25 Validate the Deployment.................................................................................................................................26 ....................................................................................................................................................................................26 ....................................................................................................................................................................................27 Validate all services are running......................................................................................................................27 Log files ...........................................................................................................................................................27

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Software and Hardware Requirement


Operating System o o o o o o o o Solaris 2.9 Update 9+, "Solaris 10 Update 9+ ,Solaris 11", AIX 6.1 (TL6+), AIX 7.1 (TL0+) Red Hat EL 4 (UL7+), Red Hat EL 5 (UL5+), Red Hat EL 4 (UL7+), Red Hat EL 5 (UL5+), Red Hat EL 6 (UL1+) Oracle Linux 4 (UL7+), Oracle Linux 5 (UL5+), Oracle Linux 4 (UL7+), Oracle Linux 4 (UL7+), Oracle Linux 5 (UL5+), Oracle Linux 6 (UL1+) with Unbreakable Enterprise Kernel (UEK), Oracle Linux 5.5 (UEK) ExaLogic X2-2 - Oracle Linux 5 (UL 5+) SLES 10 (SP4+), "Oracle Exalytics In-Memory Machine X2-4 1.0.0.3, SLES 10 (SP4+), SLES 10 (SP4+), SLES 11 (all SP levels included), SLES 11 (all SP levels included), Windows Server 2003 with SP2/R2+,Windows Server 2008 with SP2+, HP-UX 11i (11.31) B.11.31.0803.318a Base Quality Pack Bundle for HP-UX 11i v3, March 2008+

Database : o o o o o o Oracle 10.2.0.4+,Oracle 11.1.0.7+,Oracle 11.2.0.1+ Microsoft SQL Server 2005 (all SP levels included), Microsoft SQL Server 2008 (all SP levels included), Microsoft SQL Server 2008 R2 (all SP levels included) Teradata 13, 14 (TTU 14) IBM DB2 9.7 and later FixPaks IBM DB2 9.5 MySQL 5.5.14+

Supported Browser o Internet Explorer 7.x, Internet Explorer 8.x, Internet Explorer 9.x, Firefox 17.x ESR

Microsoft Office o Office 2007 (all SP levels included), Office 2010 (all SP levels included)

Application and WebServer Support o o "Oracle WebLogic Server 11gR1 (10.3.5 and 10.3.6)","Oracle HTTP Server 11gR1 (32-bit and 64bit)","Microsoft Internet Information Server (IIS) 6.0+ Microsoft Internet Information Server (IIS) 7.x", IBM WebSphere 7.0.0.23+ AS, ND, IBM HTTP Server 7.0+

http://www.oracle.com/technetwork/middleware/bi-foundation/hyperion-supported-platforms085957.html

EPMA Components to be Installed


Oracle Hyperion Foundation Services

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o o o o o o o o o o o o o o o o o o o o o o Note

Foundation Services (includes Oracle Hyperion Shared Services and Oracle Hyperion Enterprise Performance Management Workspace) Optionally, Oracle HTTP Server Oracle WebLogic Server Oracle Hyperion EPM Architect Oracle Hyperion Calculation Manager Oracle Hyperion Smart View for Office Oracle Essbase Oracle Essbase Administration Services Oracle Essbase Integration Services Oracle Hyperion Provider Services Oracle Essbase Studio Oracle Hyperion Reporting and Analysis Framework Oracle Hyperion Interactive Reporting Oracle Hyperion Financial Reporting Oracle Hyperion SQR Production Reporting Oracle Hyperion Web Analysis Oracle Hyperion Planning (including Oracle Hyperion Capital Asset Planning, Oracle Hyperion Workforce Planning, and Oracle Hyperion Public Sector Planning and Budgeting) Oracle Hyperion Financial Management Oracle Hyperion Performance Scorecard Oracle Hyperion Profitability and Cost Management Oracle Hyperion Disclosure Management Oracle Hyperion Financial Close Management

Oracle Essbase

Oracle Hyperion Reporting and Analysis

Oracle's Hyperion Financial Performance Management Applications

Windows: Do not use the Administrator user to install and configure. Run EPM System Installer and EPM System Configurator as a user with administrator rights. Unix/Linux : Prepare a user account (not the root user). Install and configure as the same user for all EPM System products. On UNIX machines, for all Oracle products, the user that is installing must be part of the same group; the group must have write permission to the central inventory (oraInventory).

The database must be created using Unicode Transformation Format UTF-8 encoding (character set).
For complete details pl visit : http://docs.oracle.com/cd/E40248_01/epm.1112/epm_install/frameset.htm?launch.html

Download the installation files


Step#1 Downloading the Installation Files Create a directory to store the EPM System files. Download the following files from the Oracle Enterprise Performance Management System. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 4

Login to edeliver.oracle.com and select the components and desired OS

Step#2 Select Oracle Hyperion EPMA 11.1.2.3

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Unzip the downloaded files into the same directory

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Installation Prerequisites and Requirements


http://docs.oracle.com/cd/E40248_01/epm.1112/epm_install/frameset.htm?launch.html

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Start Installation once you ensure you meet all the prerequisites.
Invoke ./installTool.sh, it will popup the below screen. See below screen, the EPMA installer checks if your system meet all prerequisites.

Provide the installation path, this is going to be Middleware_Home

As It is my fresh my fresh installation therefore Id use New Installation

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In the below screen you can choose the products you like to install. In the below screen Strategy Finance is grayed out because there is no respective assemblies files arent available.

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Click Next will invoke the installation and the below screen will popup.

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Set Environment Variables


ORACLE_HOME, JAVA_HOME, EPM_ORACLE_HOME, MIDDLEWARE_HOME
o o o o setenv setenv setenv setenv ORACLE_HOME /scratch/oracle/app/product/11.2.0/dbhome_1 JAVA_HOME /scratch/Oracle/Middleware/jdk160_29 EPM_ORACLE_HOME /scratch/Oracle/Middleware/EPMSystem11R1 MIDDLEWARE_HOME /scratch/Oracle/Middleware

Once your installation is done, you can invoke the configuration. Make sure you have created a schema

Install Database, Create schema and grant privileges.


I have installed Oracle 11gR2 Server and Client before Hyperion installation, therefore we can create user schema and grant required privileges. Oracle Database Creation Considerations and grant the below privileges
i.e create user HYP_Congif identified by password

grant CREATE ANY SYNONYM,CREATE CLUSTER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE SESSION, CREATE TABLE,CREATE TRIGGER,CREATE TYPE,CREATE VIEW,DROP ANY SYNONYM,UNLIMITED TABLESPACE to HYP_Config Oracle Database Privileges
The following privileges must be granted to the owners of the database schemas: CREATE ANY SYNONYM

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CREATE CLUSTER CREATE INDEXTYPE CREATE PROCEDURE CREATE SEQUENCE CREATE SESSION CREATE TABLE CREATE TRIGGER CREATE TYPE CREATE VIEW DROP ANY SYNONYM UNLIMITED TABLESPACE

Configure EPMA
You can explicitly invoke the configurator as well

The below screen prepare the EPM Oracle Instance Path and folder structure.

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Specify the Database Server IP/Name, Port, SID, Username and Password

Select the product components you want to configure as given in the below screen

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You can configure your mail Server SMTP so that you get all alerts.

Hyperion PS3 has got new feature, you can configure individual products with separate scheme. Most awaited features.

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Configure Reporting and Analysis Framework Services.

The below step will create WebLogic Domain. Default port is 7001. However, you can change it to your liking

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All components can be deployed in common port by selecting option Deploy the Java web applications to a single managed server This way we can manage all services by OPMN. Id rather prefer to deploy them in individual port.

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Essbase Studio Location for sample and custom Data

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In the below screen you can see the Essbase is to be deployed in 1424 port. Here we can configure Essbase as standalone mode as well.

Reporting and Analysis Framework Agent ports.

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Select Financial Reporting Configuring RMI Ports.

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One can register Email so that you can get alerts from Oracle Support about patches and other security items. At the moment I dont want to register my email therefore left is as blank.

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Provide Shared Services Credentials

This invokes the configuration

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Here is complete the installation and configuration. Now well validate all services.

Login to WebLogic Server http://<ipaddress>:7001/console and check the below services

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Start WebLogic Services


StartWebLogic.sh

Start Hyperion Services


Start Hyperion Other Services. You can start all services by invoking ./start.sh
$Midddleware_Home/user_projects/epmsystem1/bin

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Validate the Deployment

You can open individual server and test it.

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Similarly Check all the below services to ensure all components are installed successfully.

Validate all services are running.


http://<<IPAddress>>:7001/console/console.portal?_nfpb=true&_pageLabel=HomePage1 http:// <<IPAddress>>:10080/easconsole/console.html http:// <<IPAddress>>:19000/workspace/index.jsp http:// <<IPAddress>>:13080/aps http:// <<IPAddress>>:8500/calcMgr http:// <<IPAddress>>:8300/HyperionPlanning/LogOn.jsp http:// <<IPAddress>>28080/interop/index.jsp

Log files
Configuration Progress EPM_ORACLE_INSTANCE/diagnostics/logs/config/configtool.log Configuration Status EPM_ORACLE_INSTANCE/diagnostics/logs/config/configtool_summary.log

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