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ORACLE® HYPERION ENTERPRISE PERFORMANCE MANAGEMENT SYSTEM RELEASE 11.1.2.1 RAPID DEPLOYMENT OF ESSBASE DOMAIN FOR DEVELOPMENT ENVIRONMENTS CONTENTS IN BRIEF About This Document .................................................. 2 Deployment Requirements ............................................... 2 Deployment Process .................................................... 4 Step 1: Downloading Installation Files ....................................... 4 Step 2: Installing and Configuring Oracle Database Express Edition .................. 8 Step 3: Installing and Configuring Essbase Domain ............................. 10

Rapid Deployment - Essbase Domain for Release 11.1.2.1

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Page 1: Rapid Deployment - Essbase Domain for Release 11.1.2.1

O R A C L E ® H Y P E R I O N E N T E R P R I S EP E R F O R M A N C E M A N A G E M E N T S Y S T E M

R E L E A S E 1 1 . 1 . 2 . 1

R A P I D D E P L O Y M E N T O F E S S B A S ED O M A I N F O R D E V E L O P M E N T

E N V I R O N M E N T S

CONTENTS IN BRIEF

About This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Deployment Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Deployment Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Step 1: Downloading Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Step 2: Installing and Configuring Oracle Database Express Edition . . . . . . . . . . . . . . . . . . 8

Step 3: Installing and Configuring Essbase Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

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About This DocumentThis document presents the recommended steps to build a typical Oracle Essbase developmentenvironment on a single server running Microsoft Windows. A typical Essbase developmentenvironment comprises the following products:

l Essbase

l Oracle Essbase Studio

l Oracle Hyperion Smart View for Office, Fusion Edition

l Oracle Essbase Administration Services

l Required products including Oracle Database, Oracle WebLogic Server, and Oracle HTTPServer

Deployment Requirements

Server

Table 1 Server Requirements

Requirement Description

Server Operating System Windows 2008 R2 x64

Processor Quad core

Memory 16 GB RAM

Disk 200 GB Disk

Other Software A program, such as 7-Zip or WinZip, to extract the contents of media packs

User AccountUse a local Windows user account, for example, epmrapid_user, that satisfies theserequirements. This account is referred to as the deployment account in this document:

l Deployment account is a member of the Administrators group on the server.

l The following local security policies are assigned to the deployment account. By default,these policies are granted to members of the Administrators group:

m Act as part of the operating system

m Bypass traverse checking

m Log on as a batch job

m Log on as a service

l User account control is disabled for the deployment account.

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Verifying Local Security Policy Assignments

ä To verify that local security policies are assigned to the deployment account:

1 Log on to the server using the deployment account.

2 On the server, click Start, then Administrative Tools, and then Local Security Policy.

3 In Local Security Policy, expand Local Policies, and then select User Rights Assignment.

4 Verify that the security setting for the policies highlighted in the following illustration includes theAdministrators group. Double-click the security setting of the policy to view its assignments.

Disabling User Account Control

ä To turn off user account control:

1 Log on to the server using the deployment account.

2 On the server, click Start, and then Control Panel.

3 In Control Panel, click User Accounts.

4 In User Accounts, click Change User Account Control settings.

5 Drag the user account control slider to Never Notify.

6 Click OK.

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Deployment PasswordSelect a password for your deployment. This password will be used for the Oracle DatabaseAdministrator, Oracle Database User, WebLogic Administrator, and EPM Administrator. Thispassword is referred to as the deployment password throughout this document. Thedeployment password must conform to the following guidelines:

l Contain at least one uppercase letter

l Contain at least one numeral

l Be at least eight characters long

l Contain special characters

An example of an acceptable password is 1Rapidepm.

Deployment ProcessThe deployment process involves the following steps and takes approximately 100 minutes:

l Step 1: Downloading Installation Files (approximately 40 minutes)

l Step 2: Installing and Configuring Oracle Database Express Edition (approximately 10minutes)

l Step 3: Installing and Configuring Essbase Domain(approximately 50 minutes)

Step 1: Downloading Installation Files

ä To download media packs to deploy EPM System Essbase Domain:

1 Create two folders named EPM_rapid_downloads and EPM_rapid_unzipped on your server.The file path should not contain spaces.

2 Download Oracle Database 11.2 Express Edition for Windows x32 into EPM_rapid_downloads.

a. Using a browser, go to http://www.oracle.com/technetwork/database/express-edition/downloads/index.html.

b. Select Accept License Agreement.

c. Click Oracle Database Express Edition 11g Release 2 for Windows x32.

d. In Sign In, enter your Oracle Software Delivery Cloud user name and password, andthen click Sign In.

e. Save OracleXE112_Win32.zip into EPM_rapid_downloads.

3 Download Oracle Hyperion Enterprise Performance Management System part numbers intoEPM_rapid_downloads.

a. Using a browser, go to http://edelivery.oracle.com.

b. In Oracle Software Delivery Cloud, click Sign In/Register.

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c. On Sign In, enter your Oracle Software Delivery Cloud user name and password, andthen click Sign In.

d. On Terms & Restrictions, read and accept the Trial License and Export Restrictionsagreements, and then click Continue.

e. In Media Pack Search, search for Oracle Enterprise Performance ManagementSystem for Microsoft Windows x64 (64-bit) platform, and then select Go.

f. In Results, select Oracle Enterprise Performance Management (11.1.2.1.0) Media Packfor Microsoft Windows x64 (64-bit), and then click Continue.

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g. Download the following part numbers to EPM_rapid_downloads.

Table 2 EPM System Part Numbers to Download

Part Number Name

V25495-01 Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition Release 11.1.2.1.0 forMicrosoft Windows (64-bit)

V25496-01 Oracle Hyperion Foundation Services Release 11.1.2.1.0 for Microsoft Windows (64-bit) Part 1 of 7

V25497-01 Oracle Hyperion Foundation Services Release 11.1.2.1.0 for Microsoft Windows (64-bit) Part 2 of 7

V25498-01 Oracle Hyperion Foundation Services Release 11.1.2.1.0 for Microsoft Windows (64-bit) Part 3 of 7

V25499-01 Oracle Hyperion Foundation Services Release 11.1.2.1.0 for Microsoft Windows (64-bit) Part 4 of 7

V25459-01 Oracle Hyperion Foundation Services Release 11.1.2.1.0 Part 5 of 7

V25460-01 Oracle Hyperion Foundation Services Release 11.1.2.1.0 Part 6 of 7

V25461-01 Oracle Hyperion Foundation Services Release 11.1.2.1.0 Part 7 of 7

V25464-01 Oracle Essbase Release 11.1.2.1.0 Part 1 of 2

V25500-01 Oracle Essbase Release 11.1.2.1.0 Part 2 of 2 for Microsoft Windows (64-bit)

V25466-01 Oracle Essbase Clients Release 11.1.2.1.0

V25494-01 Oracle Hyperion Enterprise Performance Management System Additional Content Release 11.1.2.1.0

4 Verify the size of EPM_rapid_downloads, which contains the part numbers indicated in the followingscreen shot:

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To verify folder size:

a. In Windows Explorer, right-click EPM_rapid_downloads.

b. Select Properties. The results should match the following screen shot:

5 After the media pack downloads are complete, using a program, for example 7-Zip, extract the contentsof the downloaded Oracle Database and EPM System product media packs intoEPM_rapid_unzipped.

You will be warned about overwriting some existing files. Select Yes.

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Step 2: Installing and Configuring Oracle DatabaseExpress Edition

ä To install and configure Oracle Database:

1 Using Windows Explorer, navigate to EPM_rapid_unzipped/DISK1, and then double-clicksetup.exe to launch the installer.

2 In Welcome, click Next.

3 In License Agreement, select I accept the terms in the license agreement, and then click Next.

4 In Choose Destination Location, click Next.

5 In Specify Database Passwords, enter the deployment password in Enter Password and ConfirmPassword, and then click Next.

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6 In Summary, click Install.

7 Create database user epmrapid_user.

a. Access the database as SYSDBA.

i. Select Start, then All Programs, then Oracle Database 11g Express Edition, and thenRun SQLCommand Line.

ii. In Run SQLCommand Line console, enter the following:

connect SYS as SYSDBA

iii. Enter the deployment password when prompted.

b. Enter the following command to create epmrapid_user. Remember to replaceDEPLOYMENT_PWD with your deployment password:

create user EPMRAPID_USER identified by "DEPLOYMENT_PWD";

c. Grant CONNECT and RESOURCE roles, and CREATE SESSION and CREATE VIEWprivileges to epmrapid_user by entering the following command:

grant RESOURCE,CONNECT,CREATE SESSION,CREATE VIEW to EPMRAPID_USER;

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Step 3: Installing and Configuring Essbase DomainThis process takes approximately 50 minutes.

ä To install EPM System files:

1 In Windows Explorer, navigate to the EPM_rapid_unzipped folder, and double-clickinstallTool.cmd.

2 In EPM System Installer, select a language, and click OK.

3 In Welcome, verify that your system has passed all prerequisite checks, and then click Next.

4 In Destination, click Next.

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5 In Installation Type, under New installation, select Choose components individually, and then clickNext.

6 In Product Selection, uncheck these Oracle Essbase components, and then select Next:

l Essbase Integration Services Console

l Essbase Integration Services

7 In Confirmation, click Next.

8 In Progress, monitor the installation status.

9 In Summary, click Configure.

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10 In Oracle Instance, click Next to use the default values to create an EPM Oracle instance.

11 On the database Configuration, enter the following information, and then click Next. Use default valuesfor all remaining fields and selections.

l Service Name or SID––Enter XE. The database service name that you must use is availablein C:\oraclexe\app\oracle\product\11.2.0\server\NETWORK\ADMIN\tnsnames.ora.

l User Name––Enter epmrapid_user.

l Password––Enter the deployment password.

12 In component Configuration, click Next to configure the selected products.

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13 In Configure Common Settings, click Next to use the default values.

14 In Configure Database, click Next.

15 In Deploy to Application Server - Specify WebLogic Domain Information, enter the following values,and then click Next. Use the default values in the remaining fields.

l Administrator Password––Enter the deployment password.

l Confirm Administrator Password––Reenter the deployment password.

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16 In Deploy to Application Server: Oracle WebLogic, click Next to use the default selections.

17 In Essbase Studio - Server datafile location, click Next to use the default values.

18 In Configure Essbase Server, click Next to use the default values.

19 In Configure Web Server, click Next to use the default values.

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20 In Oracle Configuration Manager Registration, uncheck I wish to receive security updates via myOracle Support, and then select Next.

21 In Email Address Not Specified, click Yes.

22 In Set Shared Services admin user password, enter the deployment password in Password and Re-type Password, and then click Next.

23 In Confirmation, click Next to initiate the deployment process.

The deployment process takes approximately 20 minutes.

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24 In Summary, click Finish.

25 Start EPM System services. On your server, select Start, then All Programs, then Oracle EPM System,then Foundation Services, and then Start EPM System.

This process takes approximately 10 minutes.

26 Confirm that processes are running by viewing Windows services.

a. On your server, select Start, and then Run.

b. In Open, type services.msc, and then click OK.

c. In Services, verify that the Hyperion and Oracle services startup status match thoseindicated in the following screen shot:

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27 Verify that Essbase domain components are running as expected. Select Start, then All Programs, thenOracle EPM System, then Foundation Services, then epmsystem1, and then EPM SystemDiagnostic.

Oracle Hyperion Enterprise Performance Management System runs diagnostic scripts.Diagnostic Test results are displayed in your browser.

28 Review the diagnostics report and verify that all deployed products have passed the tests.

29 Verify that you can access Oracle Enterprise Performance Management Workspace, Fusion Edition.

a. Select Start, then All Programs, then Oracle EPM System, then Workspace, and thenWorkspace URL.

b. On the Logon screen, enter the following information:

l User Name—Enter admin.

l Password—Enter the deployment password.

c. Select Log On.

The Workspace home page is displayed.

30 Install Oracle Hyperion Smart View for Office, Fusion Edition, on a client machine that has MicrosoftExcel installed already.

a. Go toEPM Workspace using the following URL:

http://HOST_NAME:19000/workspace/index.jsp

Replace HOST_NAME with the fully qualified name of your server.

b. In Oracle Enterprise Performance Management Workspace, Fusion Edition, selectTools, then Install, and then Smart View.

c. Download and run SmartView.exe.

d. In the Installation Wizard, select a language, and then click OK.

e. Click Next on all installation wizard screens.

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f. In Ready to Install the Program, click Install.

g. In InstallShield Wizard Completed, click Finish.

31 Verify that you can access Oracle Essbase Studio Console.

a. Select Start, then All Programs, then Oracle EPM System, then Essbase, then EssbaseStudio, and then Essbase Studio Console.

b. On the Logon screen, enter the following information, and then select OK.

l Server—Enter the fully qualified name of the server.

l User Name—Enter admin.

l Password—Enter the deployment password.

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COPYRIGHT NOTICE

EPM System Rapid Deployment of Essbase Domain for Development Environments, 11.1.2.1

Copyright © 2011, 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 respectiveowners

This software and related documentation are provided under a license agreement containing restrictions on use and disclosureand are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, youmay not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or displayany part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless requiredby 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 anyerrors, please report them to us in writing.

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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 andagency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subjectto the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the termsof 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.

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