l04 installing product components (1)

7/28/2019 L04 Installing Product Components (1)

1/40

L E S S O N 4

Installing Product Components 4

Objectives

At the end of this lesson, you should be able to:

Describe EPM System Installer

Enumerate the steps to install EPM System products

Create and execute silent installation files

Install Foundation Services

Install Financial Management

Install FDM and ERP Integrator

Install Reporting and Analysis Framework

Install Financial Reporting Studio and Financial Reporting Print Server

Install the Smart View client


2/40

Copyright 2011, Oracle and/or its af filia tes. All rights reserved.

EPM System Installer Overview

You use EPM System Installer to install all EPM Systemcomponents.

Lesson 4 Installing Product Components

4-2 Financial Management 11.1.2: Installation and Configuration

EPM System Installer OverviewEPM System Installer enables you to install, configure, and deploy multiple products on a

machine at one time. EPM System Installer installs components in the correct order, so

you can select as many products as you want to install on a machine at one time.

You use EPM System Installer to install all but the following EPM System products:

Smart View client

Financial Reporting Studio Client

Financial Reporting Print Server


3/40


Financial Management 11.1.2: Installation and Configuration 4-3

Installation Prerequisites

If you plan to deploy EPM System products in an SSL-enabled environment, review

the Oracle Hyperion Enterprise Performance Management System Security

Administration Guide before you install and configure. The SSL implementation that

you choose affects the available options during configuration.

If you are installing on Windows 2008, disable UAC before installing.

If you plan to install Financial Close Management, you must install Oracle Service-

Oriented Architecture (SOA) Suite first.

If you are installing on the same machine on which Oracle Business Intelligence

Enterprise Edition or Oracle Business Intelligence Publisher are installed, install into

two different Middleware homes. The products rely on different releases of Fusion

Middleware.

Typically, EPM System Installer installs WebLogic Server. If you want to use an

existing WebLogic Server installation instead of the WebLogic Server installed byEPM System Installer, note the Middleware home location for the WebLogic Server

installation. During installation, you must install EPM System products to this same

Middleware home. If EPM System Installer detects an existing WebLogic Server

installation in the installation location, it does not install WebLogic Server.

Oracle HTTP Server Prerequisites

EPM System Installer installs Oracle HTTP Server during the installation of Foundation

Services, using the Oracle HTTP Server silent installer. You must install Oracle HTTP

Server even if you do not plan to use it as your Web server, because EPM SystemConfigurator activates the Web server configuration task with the Oracle HTTP Server

installation. During Web server configuration with EPM System Configurator, you can

specify the Web server to use.

Before you begin installation, ensure that you meet the installation prerequisites for

Oracle HTTP Server and review the Oracle HTTP Server installation documentation and

release notes for details on certified operating systems, as well as important installation

issues and workarounds.


4/40


Installing EPM System Products

You perform the following tasks in EPM System Installer:

1. Verify system prerequisites are met

2. Specify Middleware home directory

3. Select installation type

4. Select products to be installed

5. Confirm your selections

6. Review summary report



Installing EPM System ProductsYou can install EPM System products using the graphical user interface, using the

console mode interface, or using a silent mode installation response file.

NOTE: On Windows machines, run EPM System Installer as an administrator. Install

as the same user for all EPM System products. On UNIX machines, do not use the root user to install. Install and configure

as the same user for all EPM System products.


5/40



To install EPM System Products:

1. Choose a method:

(Windows) Double-click installTool.cmd in the root directory to which you

extracted the EPM System Installer files.

(Windows) From a Windows console, change to the root directory to which you

extracted the EPM System Installer files, and enterinstallTool.cmd -console.

Create a silent installation response file. For more information, see Recording a

Response File on page 4-16.

(UNIX) Change to the root directory to which you extracted the EPM System

Installer files, and enter./installTool.sh.

(UNIX) Change to the root directory to which you extracted the EPM System

Installer files, and enter./installTool.sh -console.

EPM System Installer is launched.

TIP: The first page of EPM System Installer might open hidden behind other

windows if you navigate away from the EPM System Installer window

or if you try to reposition the initial window. Press Alt+Tab to switch to

the first page of the wizard.

2. Select a language for the installer.

3. Review and complete each page of EPM System Installer, clicking Next to move to

the next page. In console mode, enter the number beside the selection that you want.

4. When installation is complete, click Configure to configure the products using EPM

System Configurator, or click Finish to close EPM System Installer.


6/40


Reviewing System Prerequisites

1



Reviewing System PrerequisitesReview the prerequisites carefully before you continue the installation.

EPM System Installer checks for the following:

Whether your system has a supported operating system.

Whether your system meets minimum memory requirements to run the installation.

Whether the user installing has administrator privileges. (Windows only)

Whether your system meets environment variable prerequisites.

Whether the inventory is writable.

Whether the computer host name resolves to an IP address. If the machine host

name resolves to an IP address, EPM System Installer provides a warning. Oracle

recommends that you resolve this issue and provide a host name instead of an IP

address before proceeding.


7/40



Whether 1 GB of temporary space is available.

Basic pre-installation checks for Oracle HTTP Server and WebLogic Server.

Prerequisite checks for Oracle HTTP Server. If this test reports any errors, review the

Oracle HTTP Server documentation for solutions.

A check mark indicates that your system meets EPM System Installer prerequisites. If

any prerequisite items do not display a check mark, and you choose to continue, the

installation might not succeed.

TIP: If you are using a hosts file to resolve your hostname, the host name resolves to

the first entry in your hosts file. To prevent potential communication problems in

a distributed environment, make sure that the first entry in your hosts file is the

machine's fully qualified domain name so that it is stored in Shared Services

Registry.


8/40


Specifying the Middleware Home Directory

2



Specifying the Middleware Home DirectoryA Middleware home consists of the Oracle WebLogic Server home and, optionally, one

or more Oracle homes, including EPM Oracle home. A Middleware home can reside on a

local file system or on a remote shared disk that is accessible through a network file

system.

The Middleware home location is defined during the first product installation on the

computer. Subsequent installations on the computer use the previously defined location.

The default installation directory is Oracle/Middleware.

The destination that you specify becomes the Middleware home. By default EPM System

Installer creates a default EPM Oracle home under the Middleware home.

Middleware Home Prerequisites

Note the following information about Middleware home:


9/40



You must ensure that this destination has enough disk space to install all products

that you want to install on this machine. See Oracle Hyperion Enterprise

Performance Management System Installation Start Here for disk space

requirements.

You select a Middleware home for each machine in your environment.

If you are reinstalling EPM System products on this machine, or if you are adding

products to your installation, the existing location for the Middleware home is listed as

the default installation destination, and you cannot change it.

The destination path cannot contain spaces; for example, c:\Program Files is not

acceptable.

EPM Oracle Home

An Oracle home contains installed files that are necessary to host a specific product, and

resides within the directory structure of the Middleware home. The EPM Oracle home

contains files for EPM System products.

Components of EPM System products are installed in the EPM Oracle home directory

under the Middleware home. The default EPM Oracle home location is

MIDDLEWARE_HOME\EPMSystem11R1. In addition, common internal components used by

the products are installed in EPM Oracle home. Choose the location carefully to ensure

that it has enough disk space for all products that you are installing on the machine. You

cannot change the location.

In a distributed environment, the EPM Oracle home directory structure must be the same

on each machine.


10/40


Selecting an Installation Type

3



Selecting an Installation TypeWhen you install EPM System products, you choose which type of installation to perform:

New installationChoose this option if you are installing an EPM System product

for the first time on this computer, or if you want to install additional components that

you did not initially install.

Apply Maintenance ReleaseChoose this option if you have already installed

release 11.1.2.0. This release provides a maintenance release for release 11.1.2.0. If

you are applying the maintenance release, EPM System Installer applies the release

to all installed 11.1.2.0 products. You cannot apply the maintenance release to only

some products in your deployment.

Re-install this releaseChoose this option if you already installed this version of

this EPM System product and you want to reinstall it; for example, if you need to

repair an existing installation.


11/40



NOTE: You cannot combine installation types in one session. For example, you

cannot perform a new installation of one product at the same time that you

perform a reinstallation of another product.

For each type of installation, you choose whether to install EPM System products by tier

or by individual component:

Select Choose components by tier to install all product components for the selected

products by tier (Client, Web application, and Services). You still have the option to

specify installation location and the products to install.

Select Choose components individually if you want more control over which

services and components are installed for each product component.

Oracle recommends that you install EPM System products by tier.


12/40


Selecting the Products to Install

4



Selecting the Products to InstallGenerally, you can install any combination of components on any computer. Note the

following about product selection:

Products are available for installation only if the assemblies are downloaded to the

correct location and the selected component is supported on the platform on which

you are installing. If a product is unavailable on the Product Selection page, ensure

that the assemblies are in the correct location.

Select a product component to see information and status about it in the lower

portion of the screen. If Microsoft Internet Information Server (IIS) is required for your

installation, and it is not installed, a warning is noted in the lower portion of thescreen, and you cannot proceed until you install IIS. If you are installing on an

unsupported platform, a warning is displayed.

The Shared Services and Workspace Web applications are installed when you install

the Foundation Services Web application.


13/40



If you selected New Installation, and you already installed this release of a product,

the product is unavailable in the Product Selection page.

In some cases, a component is selected, but it is unavailable (you cannot clear it)

because it is required for another selected component.

You can install products by tier or individually.

Installing Products by Tier

To install by tier, select the deployment tier to install: Client, Web application, or Services.

EPM System Installer automatically selects all product components that are available for

installation on the selected tier. Components are available for installation if you

downloaded the installation assemblies and extracted them to the proper/assemblies

directory. EPM System Installer automatically selects required components for the

selected product.

You can install the products on a particular machine at one time. EPM System Installer

installs them in the correct order.

Installing Products Individually

To install products individually, browse the product list and select individual products or

components. You can expand and collapse the entries to select or clear specific options

for each product and component.


14/40


Confirming Your Selections

5



Confirming Your SelectionsBefore installing the product components that you selected, you can review the summary

of products to be installed. If necessary, you can go back and make corrections.

From this panel, you click Next to begin the installation, orSave to save your selections to

a response file for use in a silent installation. For more information about silent

installations, see Performing Silent Installations on page 4-16.

EPM System Installer warns you if there is insufficient disk space for the products that

you selected.

During installation, EPM System Installer displays the progress indicator after it preparesthe list of assemblies to install. This might take several minutes, depending on how many

products you selected. EPM System Installer displays progress incrementally as each

assembly's installation is complete.


15/40


Reviewing the Summary Report

6



Reviewing the Summary ReportEPM System Installer indicates the success or failure of the installation. If any part of the

installation fails, EPM System Installer notes which assembly failed to install. Check the

log files for more information about the errors. You can find the log files in

EPM_ORACLE_HOME/diagnostics/logs/install. Each assembly has a log file named

productinstall.log; for example, hss-install.log, and a log file for installation,

installToolinstall-DateTime.log.


16/40


Performing Silent Installations

You run the installTool.cmd file to perform silent installations.



Performing Silent InstallationsSilent installations automate the installation process so that you can install EPM System

products on multiple computers without manually specifying installation settings on each

machine.

To enable silent installation, record your installation settings in a response file. You can

then run a silent installation from the command line, using the installation options that

were saved in the response file.

Recording Response Files

You can record response files in the following ways:

Record the installation settings while performing an installation.

Record the installation settings without performing an installation.


17/40



To record installation settings while performing an installation:

1. Navigate to the directory that contains EPM System Installer.

2. From a command line, run a command:

installTool.cmd -record filename for Windows

installTool.sh -record filename for UNIX

Where filename includes an absolute path or file name for the response file.

EPM System Installer is launched.

3. Proceed through EPM System Installer, specifying the options that you want to

record. On the Installation Confirmation panel, click Next to perform the installation.

The products are installed according to the installation settingsthat you specified, and the installation settings are recorded in the

response file that you specified.

To record installation settings without performing an installation:

1. Launch EPM System Installer.

2. Proceed through EPM System Installer, specifying the options that you want to

record. On the Installation Confirmation panel, click Save to record the settings in a

response file.

3. Browse to a location to save the response file.

4. Specify a file name for the response file, and click Save.

The response file is saved.

Modifying Response Files

After creating a response file, you can modify it to customize installation options for

certain machines. For example, you might create a master silent file for all products, and

then for each machine, change the location of the Middleware home and keep only the

product components that you want to install on this machine.

To modify response files:

1. Navigate to the location where you saved the response file.

2. Open the response file in a text editor. The response file is in XML format. Edit the file

using the following options:


18/40



Location of the Middleware home.

Product components to install to specific tiers. Make

changes in , , , and

.

The name of the product. Enclose product names inquotation marks, because they are XML attributes.

The component of the product. Enclose

component names in quotation marks, because they are XML attributes.

The installation tier for the component installation (Client,

Service, Web application).

The services to install.

3. Save the file in XML format.

Executing Response Files

After creating and modifying a response file, you execute it to perform a silent

installation.

To execute response files:

1. Copy the response file to the machine on which you want to run the installation. You

can also copy the file to a network drive that is accessible from the machines on

which you want to install.

2. From the command line, enter a command:

installTool.cmd -silent filename for Windows

installTool.sh -silent filename for UNIX

Where filename includes an absolute path or file name for the response file.

The installation runs in the background.


19/40


Installing Foundation Services

Shared Services and Workspace are installed when you select

Foundation Services Web Applications.



Installing Foundation ServicesFoundation Services consists of six components:

Shared Services

Workspace

Oracle Weblogic Server

Oracle HTTP Server

Performance Management Architect

Calculation Manager

Workspace is installed with Shared Services when you select Foundation Services Web

Applications in EPM System Installer.


20/40



Shared Services Overview

Shared Services provides a central framework for creating, provisioning, and maintaining

users; and managing user security across all Hyperion modules, including external

authentication.It also facilitates sharing metadata and infrastructure services. Shared

Services is designed to provide easy integration and interoperability with existing IT

assets.

Shared Services provides user provisioning and external authentication.

User Provisioning and External Authentication

Refer to Lesson 5, Configuring Shared Services, for more information on user

provisioning and external authentication.

Selecting Foundation Services Components

The following table lists the Foundation Services components that you can select to

install:

Foundation ServicesComponent Description

Foundation Services WebApplication

Installs the Shared Services and Workspace Webapplications.

Static Content Files Installs all EPM System static content, including online help.

Oracle HTTP Server Installs Oracle HTTP Server if it is not already installed.

WebLogic Application Server Installs WebLogic Application Server if it is not alreadyinstalled.

NOTE: If you want to use an existing WebLogic Server installation instead of the

WebLogic Server installed by EPM System Installer, note the Middleware

home location for the WebLogic Server installation. During installation, you

must install EPM System products to this same Middleware home. If EPM

System Installer detects an existing WebLogic Server installation in the

installation location, it does not install WebLogic Server.

Workspace Overview

Workspace is a DHTML-based, zero-footprint client. It provides the user interface for

viewing and interacting with content created with authoring studios and financial

applications, including:


21/40



Consolidation application tasks

Planning application tasks

Financial reporting for scheduled or on-demand, highly formatted financial and

operational reporting from most data sources, including Financial Management and

Planning

Interactive reporting for ad hoc relational queries, self-service reporting, and

dashboards against ODBC data sources

Production reporting for high-volume, enterprise-wide reporting

Web analysis for interactive ad hoc analysis, presentation, and reporting of

multidimensional data

Enterprise metrics for management metrics and analysis presented in easy-to-use,

personalized, interactive dynamic dashboards

Performance Management Architect Overview

Performance Management Architect is thecomponent of Foundation Services that helps

streamline the creation and deployment of financial applications from a central location.

The visual environment provided by Performance Management Architect allows for a

simple and intuitive user experience in modeling the financial business process,

including data, dimensions, and application logic.

Performance Management Architect helps users configure these dimensions from an

extensible library, link different applications, reuse or move artifacts from one application

to another, and graphically manage data flows between applications. In this way,Performance Management Architect provides the industrys first business process

modeling tool for building and maintaining Planning and Financial Management

applications.

Selecting Performance Management Architect Components

The following table lists the Performance Management Architect components that you

can select to install:

Performance Management

Architect Component DescriptionBatch Client Installs a command-line tool to access Performance

Management Architect

File Generator Installs the ADS file generator tool

Web Application Installs all components to access Performance ManagementArchitect through the Internet


22/40



Installing Microsoft IIS and .Net Framework

To use Performance Management Architect, Microsoft IIS must beinstalled on the

Dimension server as well as the Financial Management application server. The

application server does not need to have the ASP components enabled.

For Windows 2000 Server, IIS 5.0 is provided.

For Windows 2003, IIS 6.0 is provided. For IIS 6.0, you must enable the following

components:

- Active Server Pages (ASP)

- ASP .NET 2.0 (automatically installed if not present)

Performance Management Architect requires .NET 2.0 Framework on the machine

where you install the Dimension server. If .NET 2.0 Framework is not installed on your

machine, EPM System Installer automatically installs it.

Calculation Manager Overview

Calculation Manager is a feature of Performance Management Architect that is installed

with Foundation Services. It provides the graphical interface for building and calculating

business rules for Planning and Financial Management applications. To use Calculation

Manager, you must install both Performance Management Architect and Calculation

Manager.

Data Synchronizer Service Installs the Performance Management Architect datasynchronization engine

Dimension Server Service Installs the Performance Management Architect dimension

server

Performance ManagementArchitect Component Description


23/40


Installing Financial Management

Financial Management installations include the followingcomponents:



Installing Financial ManagementBy default, EPM System Installer performs the following operations when you install

Financial Management:

Creates installation directories

Copies Financial Management software files to the directory specified during the

installation

Copies common components to the specified HYPERION_HOME directory

Installs the Java Runtime Environment (JRE) version

For Financial Management, if you use a separate application server and client

workstation, you must install Financial Management on each computer.

If Microsoft Data Access Component (MDAC) is not installed on the application server,

EPM System Installer installs it.


24/40



NOTE: The MDAC installation process can be time-consuming, and requires that

you reboot your computer.

Selecting Financial Management Components

The following table lists the Financial Management components that you can select to

install:

Component Description

Client Installs all components for a full client installation, including theWin32 Client and the Analytic Data Model (ADM) Client

Sample Applications andStarter Kits

Installs sample Financial Management applications and starter kits

ADM Driver Installs all of the files needed for ADM integration with FinancialManagement

IIS Web Applications Installs all components to access Financial Management throughthe Internet

Web Service Installs the files needed to integrate Financial Management withFinancial Close Management

Financial ManagementService

Installs the Financial Management service (not recommended forproduction environments)

Financial Management Service keeps the application running and prevents logon delays.Keeping the application running means that there is a greater likelihood of data being

cached to handle incoming queries. This can speed up the logon process, but it can also

slow down overall performance of Financial Management applications. Oracle

recommends that you disable this service in production environments.

Stopping the service does not stop the application processes if a user is logged on. In a

multiserver environment with multiple applications, it is likely that the application

processes will not shut down until the very last user logs off the very last application.

When users close a browser session, IIS keeps the user logged on to the application

until the IIS timeout is reached (default is 6 hours).


25/40



Installing Microsoft IIS

To use Financial Management on the Web, you must install Microsoft Internet

Information Services (IIS) on the Web server. If you use a separate, dedicated computer

to run the Financial Management Web server components, you must install the IIS Web

server on that computer.


26/40


Installing Financial Close Management and

Disclosure Management

Financial Close Management and Disclosure Management

installations include the following:



Installing Financial Close Management and DisclosureManagement

The following table lists the components that you can select to install for Financial Close

Management and Disclosure Management:

Component Description

Financial Close Web Application Installs all components to access Financial CloseManagement through the Internet

Disclosure Management Web

Application

Installs all components to access Disclosure

Management through the Internet


27/40


Installing Reporting and Analysis Framework

Reporting and Analysis Framework installations includethe following:



Installing Reporting and Analysis FrameworkReporting and Analysis Framework consists of five components:

Framework Services

Interactive Reporting

SQR Production Reporting

Financial Reporting

Web Analysis

In this class, you install Framework Services, Financial Reporting, and Web Analysis.

These components share common administration, user management, installation, and

configuration support with other Hyperion BI tools. This common infrastructure provides

one point of access for end users to all content while reducing the maintenance required

for IT professionals.


28/40



Framework Services

Reporting and Analysis Framework Services are mandatory for authorization, session

management, and document publication. They include:

Global Service Manager (GSM)Tracks system configuration information and

monitors registered services in the system. A system can have several GSMs. AGSM can be replicated so that all GSMs have the same comprehensive information

about the services registered in the system.

Local Service Manager (LSM)Created for every instance of a Reporting and

Analysis service, including GSM. When system servers start, they register their

services and configuration information with GSM, which supplies and maintains

references to all other registered services.

Job ServiceExecutes scripts that create reports, which can be prompted by users

with permissions or by Event Service. Report output is returned to initiating users or

published to the repository. Job Services can be created and configured for every

executable.

For a complete list of Framework Services, see Hyperion Reporting and Analysis

Framework, Release 11.1.2.1, Administrators Guide.

Financial Reporting

Financial Reporting is a module of Oracle BI EE Plus that enables book-quality financial

management and reporting. This financial reporting solution can use Financial

Management, Planning, Essbase, as well as SAP BW as data sources.

Financial Reporting provides conditional suppression and automatic calculations thatcan be used to focus and filter reports. A graphical, object-based interface enables the

rapid creation of reports that combine grids of data and text, charts, graphs, and images.

A library of reusable report components simplifies and streamlines the process of

building and maintaining complex reports. Users have complete control over layouts,

formatting, fonts, and colors, as well as a flexible range of output options that enable

wide distribution through print, HTML Web pages, PDF, and online viewing. A scalable,

cross-platform report server facilitates easy deployment to large user communities.

Web Analysis

Web Analysis is a module of Oracle BI EE Plus that delivers powerful, intuitive, Web-

based interactive analytics to all corners of the enterprise. A highly graphical and easy-

to-use interactive interface, it enables users to view their data in a way that makes sense

to them.


29/40



Web Analysis provides a broad range of flexible display types, including grids, charts, pin

boards, traffic lighting, and personalization. Users have complete control over layouts,

formatting, fonts, and colors, as well as a flexible array of output options that enable wide

distribution through print, HTML Web pages, PDF, and online viewing.

Installing Financial Reporting Studio and Financial Reporting PrintServer

Before you install Financial Reporting Studio and Financial Reporting Print Server, meet

the following prerequisites:

If you have an earlier release of Financial Reporting Studio, uninstall it.

If you have an earlier release of the Financial Reporting Print Server, stop and

disable the Financial Reporting Print Server Windows service, and delete

HRPrinter1-5 from Windows printers.

Ensure that a supported 32-bit version of Ghostscript is installed.

To install Financial Reporting Studio:

1. Choose a method:

Download the Financial Reporting Studio ZIP file from E-Delivery, unzip the file to a

temporary location, and launch FinancialReportingStudio.exe.

If you installed and configured Workspace, you can launch the Financial Reporting

Studio installer within Workspace. Select Tools, then Install, and then Financial

Reporting Studio.

2. Select a language for the Wizard.

Financial Reporting Studio Install Wizard is displayed. (need therest of the steps here)

By default, Financial Reporting Studio is installed in

Program_Files/Oracle/FinancialReportingStudio. The Financial Reporting Studio

installer installs all languages at once.

After installing Financial Reporting Studio, configure the Financial Reporting Print Server.

The Financial Reporting Application Server must be installed, configured, and running.For details about configuring Financial Reporting Print Server, see page (XX).


30/40


Reporting and Analysis Architecture

AuthoringStudios

Smart View forOffice

DHTML Client(Workspace)

Web server

Web application serverFR

Web app

WA

Web app

Web

App

server

Client tier

Services tier

Foundation Services

Web apps

Database tier

HT TP co nnector

Relational MDD(Essbase)

DM/DW Enterp rise sources Repositories

SQR PR Server

FR Print Server

IR services

R&A Services Shared Services

RA Framework

Web app



Reporting and Analysis ArchitectureThe Reporting and Analysis environment is organized into three layers:

Client Layer

The client layer refers to local interfaces used to author, model, analyze, present, report,

and distribute diverse content. It also refers to third-party clients such as Microsoft Office:

WorkspaceWorkspace is a Web-based, DHTML, zero-footprint client that provides

the user interface for viewing and interacting with content created by the authoring

studios. It enables users to create queries against relational and multidimensional

data sources.

Windows authoring studiosEach reporting tool has a Windows authoring client

(studio) for creating and editing reports.


31/40



Smart ViewSmart View is a Hyperion-specific Microsoft add-in and toolbar from

which users can query Hyperion data sources, including Essbase, Financial

Management, and Planning. In this environment, users can interact with Financial

Management and Planning forms for data input, browse the Reporting and Analysis

repository, and embed documents in the office environment. Documents are updated

by user request.

Application Layer

The application layer is a middle tier that retrieves requested information and manages

security, communication, and integration. It includes an application layer Web tier and an

application layer services tier.

The application layer Web tier relies upon a J2EE application server and Web server

to send and receive content from Web clients. An HTTP connector is required to link

the Web server and the application server.

The Web tier hosts the Workspace, Interactive Reporting, Financial Reporting, andWeb Analysis Web applications.

The application layer services tier contains services and servers that control the

functionality of various Web applications and clients:

- Core services are mandatory for authorization, session management, and

document publication.

- Interactive Reporting services are core services that support Interactive

Reporting functionality by communicating with data sources, starting RSC

services, and distributing Interactive Reporting client content.

- Financial Reporting servers support Financial Reporting functionality by

processing batch requests, generating output, and distributing Financial Reporting

client content.

- SQR Production Reporting service responds to scheduled and on-demand

requests by Job Service to run jobs, process data, and generate reports. SQR

Production Reporting service is optimized for high-volume reporting through native

drivers, array processing for large data sets, and cursor management. It processes

time-saving data manipulation operations in one pass of the data source and

produces large quantities of reports in online and printed formats. SQR Production

Reporting service is a replicable service.


32/40



Database Layer

Architecturally, databases fall into two fundamental groups: repositories that store

Hyperion system data and data sources that are the subject of analysis, presentation,

and reporting.


33/40


Installing FDM and ERP Integrator

You install ERP Integrator as a component of FDM.



Installing FDM and ERP Integrator

FDM Overview

FDMis an out-of-the-box data transformation tool that feeds source-level financial data

to consolidation, reporting, planning, and analytical applications. More than just a data

translation tool, FDM provides an audit trail to the source financial data, helping to

ensure data integrity and mapping consistency that allows for easy reconciliation of

financial data. By providing an audit trail to the source financial data, FDM saves end

users, administrators, and auditors time associated with data error investigation,

identification, and correction.


34/40



FDM requires minimal IT involvement and offers a consistent, user-friendly environment

that provides a uniform data collection process for all reporting units within the

organization. It also contains financial-controls functionality to assist corporations with

their internal financial-controls process. FDM contains prebuilt integration adaptors for

Hyperion Enterprise, Financial Management, Essbase, and Planning; it can also be used

to load data into any financial consolidation or analytical application.

ERP Integrator Overview

ERP Integrator is a module of FDM that enables you to:

Integrate metadata and data from an Enterprise Resource Planning (ERP) source

system into an Enterprise Performance Management (EPM) target application.

Drill through from EPM target applications and view data in ERP source systems.

Selecting FDM ComponentsThe following table lists the FDM components that you can install:

FDM Component Description

Workbench Client Installs the Workbench client, a Windows client application thatserves as an administration and development environment. Here,you can access integration adapters, scripts, and reports.

Web Application Installs the Web application for FDM.

ERP Integrator Installs the Web application for ERP Integrator.

Load Balancer Installs the FDM Load Balance Manager, which is responsible forload balancing the application servers and storing the applicationconfiguration. You typically install Load Balance Manager on amachine that is running the application server component and anoptional backup Load Balance Manager on another applicationserver.

Task Manager Installs the FDM Task Manager, which installs a Windows service thatruns scheduled tasks (FDM scripts) at specified intervals (daily,weekly, or monthly). You can install Task Manager on any server thathas access to the FDM application, including the Web server, theapplication server, or the data server where the FDM data resides.

FDM Server Installs the FDM Web server. The Web server components enable

users to access FDM applications through a Web browser. The Web-based interface provides functionality to all features in FDM, and canbe used by end users and administrators alike. Installed componentsinclude a virtual Web directory on the Web server as well as otherFDM components.


35/40



Working with Oracle Server

Oracle recommends that you use a separate database instance exclusively for FDM.

Multiple FDM application schemas can reside in one database instance.

FDM uses the FDM Oracle account to access the FDM Oracle database. FDM can use

Windows Integrated Security or a specified Oracle account. When FDM is configuredwith Windows Integrated Security, the FDM Application Server account is used to log on

to the Oracle database. When the Workbench client is used, the Windows user executing

Workbench is used to log on to the Oracle database.

For details about connecting to Oracle through Windows integrated security, see Oracle

Hyperion Financial Data Quality Management DBA Guide.

You must grant Oracle users/schema accounts the following system privileges:

CREATE PROCEDURE

CREATE SEQUENCE CREATE SESSION

CREATE TABLE

CREATE TRIGGER

CREATE VIEW

The default tablespace for an Oracle user/schema is Users. The default can be changed

when creating the application. The account should have an unlimited quota on the

tablespaces used. If you want to ensure that the user does not exceed a space-used

threshold, or If you have any questions about the appropriate value for the quota, consultthe database administrator.

Working with SQL Server

FDM uses the FDM SQL Server account to access the SQL Server database. When

accessing the database, FDM can use Windows Integrated Security or a specified SQL

Server account. When FDM is configured with Windows Integrated Security, the FDM

Application Server account is used to log on to the SQL Server database when logging

on from the Web. When the Workbench client is used, the Windows user executing

Workbench is used to log on to the SQL Server database.The account used to create a database must have SQL Server database creator and

bulk-insert administrator rights. After the database is created, the account can be limited

to bulk-insert administrator and db-owner rights. The account used for running the

MSSQLServer Windows service must have read access to the FDM application data

folder for each application.


36/40



By default, SQL Server 2005 disables TCP/IP connections to the database. Ensure that

the TCP/IP connections are enabled.

SQL Server requires Microsoft OLE DB Provider.


37/40


Installing Smart View



Installing Smart ViewMost EPM System clients are installed with EPM System Installer; however, Smart View

has its own installer.

To install Smart View:

1. Choose a method:

Download the Smart View ZIP file from E-Delivery, unzip the file to a temporary

location, and launch Smartview.exe.

If you installed and configured Workspace, you can launch the Smart View installerwithin Workspace. Select Tools, then Install, and then Smart View.

2. Select a language for the Wizard.

Smart View Install Wizard is displayed.


38/40



3. Review the Welcome panel, and click Next.

4. Accept the default destination folder, or click Change to specify a destination folder,

and then click Next.

5. Click Install to begin the installation.

The Smart View client is installed.

6. Click Finish to close the wizard.

To install Smart View silently:

1. Download the Smart View ZIP file from E-Delivery and unzip the file to a temporary

location.

2. Navigate to the location where you unzipped the Smart View executable, and enter

the following: Smartview.exe /s /qn INSTALLDIR=PATH BINARY=languageCode

/L FullPathLogFile

The Smart View client is installed.


39/40



Summary

In this lesson, you should have learned to:

Describe EPM System Installer

Enumerate the steps to install EPM System products

Create and execute silent installation files

Install Foundation Services

Install Financial Management

Install FDM and ERP Integrator

Install Reporting and Analysis Framework

Install Financial Reporting Studio and Financial Reporting Print Server

Install the Smart View client


40/40
