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Oracle® Cloud

Deploying a Virtual Machine for Oracle Enterprise Performance


Management Cloud
E76404-01
Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud,

E76404-01

Copyright © 2016, 2017, Oracle and/or its affiliates. All rights reserved.

Primary Author: EPM Information Development Team

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Contents

Documentation Accessibility ...................................................................................................................... v

Documentation Feedback ......................................................................................................................... vii

1 Overview of the Virtual Machine ......................................................................... 1-1

2 Setting up the Virtual Machine


Video Overview ........................................................................................................................................ 2-1
Virtual Machine Host Hardware Requirements .................................................................................. 2-1
Installing and Starting Oracle VirtualBox ............................................................................................. 2-2
Downloading and Extracting the Virtual Machine Appliance .......................................................... 2-5
Importing the Appliance and Specifying Settings ............................................................................... 2-6
Creating Snapshots ................................................................................................................................. 2-10
Starting the Virtual Machine ................................................................................................................. 2-11
Changing the Service Type of an Oracle Planning and Budgeting Cloud Instance ..................... 2-12
Connecting to the Service Instance ...................................................................................................... 2-13

3 Operating Instructions
Creating an Application........................................................................................................................... 3-1
Using EPM Automate to Import Snapshots into the Application ..................................................... 3-2
Logging into the Virtual Machine Operating System ......................................................................... 3-2
Shutting Down the Virtual Machine...................................................................................................... 3-3
Troubleshooting ........................................................................................................................................ 3-3

iii
iv
Documentation Accessibility

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v
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vii
1
Overview of the Virtual Machine

The Virtual Machine (VM) is a local implementation of a service instance that may
contain one of the following application types deployed to a VM:

• Oracle Planning and Budgeting Cloud

• Oracle Enterprise Planning and Budgeting Cloud

• Oracle Financial Consolidation and Close Cloud

• Oracle Tax Reporting Cloud

• Oracle Profitability and Cost Management Cloud

• Oracle Account Reconciliation Cloud


This VM provides an environment to create and deliver demonstrations, to
troubleshoot functional issues, and to learn more about Oracle Enterprise Performance
Management Cloud. It should not be used in a customer environment or in any
situation that requires access to modify the operating system of the service instance.

Virtualization Environment
EPM Cloud VM is designed to work only in an Oracle VirtualBox environment. Do not
use it with other virtualization solutions.

Platform Requirements
The VM is designed to be used only on desktop or laptop computers on which Oracle
VM VirtualBox is supported. See Supported host operating systems in VirtualBox
documentation for a list of supported operating systems.

Running Multiple Instances of the Virtual Machine


You may run multiple instances of the VM on a computer if the computer supports the
minimum requirements for each VM instance of the VM. However, because all VM
instances are subject to the CPU and hard disk drive limitations of the computer, the
performance of each VM instance in a multi-VM deployment is likely to be poor.
To run multiple instances, you must change the MAC addresses of both network
adapters of the VM to enable VirtualBox to create a new IP address for the additional
environment when starting it.

Number of Active Users


Results from testing the user load on typical laptop shows that the VM performs well
for a single user. Due to hardware limitations of most laptop and desktop computers,
performance is likely to be unacceptable if multiple users simultaneously access the
VM.

Overview of the Virtual Machine 1-1


Who Should Use the VM
This VM is meant for internal use only. Do not share it with partners or with any one
outside Oracle.

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2
Setting up the Virtual Machine

In this section:
Video Overview
Virtual Machine Host Hardware Requirements
Installing and Starting Oracle VirtualBox
Downloading and Extracting the Virtual Machine Appliance
Importing the Appliance and Specifying Settings
Creating Snapshots
Starting the Virtual Machine
Changing the Service Type of an Oracle Planning and Budgeting Cloud Instance
Connecting to the Service Instance

Video Overview
Watch the following Oracle internal only video for an overview of the steps to deploy
the VM.

Overview of deployment steps


If you are deploying the VM for the first time, Oracle strongly encourages you to
carefully read the deployment steps.

Virtual Machine Host Hardware Requirements


• 8GB RAM minimum, 16GB RAM recommended

• 7,200 RPM HDD minimum, SSD recommended

• Dual core x86-64 processor Intel® Core™ i5 minimum

• 64-bit operating system such as Windows 7 Professional

• Hardware virtualization enabled in the host computer’s BIOS to support 64 bit


VMs.

Setting up the Virtual Machine 2-1


Installing and Starting Oracle VirtualBox

Note:

– For instructions to enable virtualization on Lenovo Thinkpad laptops, see


Enabling Virtualization Technology in Lenovo Systems.

– By default, virtualization is enabled on Dell laptops.

Note:

VirtualBox requires a physical host computer with virtualization enabled in its


BIOS.

Installing and Starting Oracle VirtualBox


Oracle Enterprise Performance Management Cloud VM is designed to work only in an
Oracle VirtualBox environment.
To install and start Oracle VirtualBox:

1. From the host laptop, download the latest version of the VirtualBox platform
package and Extension Pack from https://www.virtualbox.org/wiki/Downloads.
For example, if you are using a Windows laptop or desktop, download the
following:

• VirtualBox Platform packages for your host operating system

• VirtualBox Oracle VM VirtualBox Extension Pack

2. Install VirtualBox using the executable that you downloaded in the preceding step.

Complete the installation process choosing the default values. Be sure to select Yes
on the Warning: Network Interface screen.

2-2 Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud
Installing and Starting Oracle VirtualBox

Installing OracleVirtualBox networking feature may temporarily disrupt your


network connection. If you are connected to Oracle network over VPN, you may
have to disconnect, and then reconnect VPN.

3. Start VirtualBox. On a Windows machine you click Start, then All Programs,
then Oracle VM VirtualBox, and then Oracle VM VirtualBox to start
Oracle VirtualBox.

4. In Oracle VM VirtualBox Manager, select File, and then Preferences.

a. Verify that the folder specified in Default Machine Folder on General exists in
the file system. You may change the Default Machine Folder as needed to locate
it on the local disk with the most space.

Setting up the Virtual Machine 2-3


Installing and Starting Oracle VirtualBox

b. Click Network and then Host-Only Network and verify that VirtualBox created
a host-only network.

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Downloading and Extracting the Virtual Machine Appliance

On some hosts (for example, Linux and MAC OS hosts), the install process may
not create a host-only network. To add a the host-only network, click (Add).

c. Click Extensions and install the VirtualBox extensions that you downloaded
previously.

i. Click (Add Package).

ii. Browse and select the extension package that you downloaded previously.

iii. Click Install.

iv. Review the license agreement, and then click I Agree.

v. Click OK when the install is complete.

Downloading and Extracting the Virtual Machine Appliance


You must be connected to Oracle network to access the SFTP site to download the VM
appliance.

Note:

You can run multiple appliances at the same time by changing the MAC
address of both network adapters on the new appliance so that VirtualBox
creates a distinct IP address for the new environment when it is started. Users
will use the new IP address in the URL that they use to access the service.

To download the VM appliance:

1. Using an FTP client such as FileZilla or WinSCP (available from MyDesktop),


access the download site using the information available on the download
information web page.

2. Navigate to the VM location identified in the download information web page.

This location contains the VM appliance split into many sequentially numbered
ZIP files (for example, EPMCS_VirtualBox.zip.001 through
EPMCS_VirtualBox.zip.0xx). Download all the files in the directory.

3. Create a folder, for example, downloads, within the VirtualBox Default Machine
Folder on your local computer. See Step 4 in Installing and Starting Oracle
VirtualBox for information on identifying the default machine folder.

4. Copy the contents of the VM location to the downloads folder you created on the
local computer in the preceding step.

The download can take a considerable amount of time depending on your network
connection speed. Downloading the VM, while using a wired connection to the
network at an Oracle office, takes a few minutes.

5. Using a tool such as 7–Zip, extract the contents of downloads/


EPMCS_VirtualBox.zip.001 into the downloads folder. Extracting the
contents of EPMCS_VirtualBox.zip.001 extracts the contents of all zip files.

EPMCS_VirtualBox.ova is extracted into the download folder.

Setting up the Virtual Machine 2-5


Importing the Appliance and Specifying Settings

Importing the Appliance and Specifying Settings


1. Import the appliance into Oracle VirtualBox.

a. In Oracle VM VirtualBox Manager, select File and then Import Appliance.

b. In Appliance to Import, select EPMCS_VirtualBox.ova from the downloads


folder, and then click Next.

c. In Appliance Setting, select the Reinitialize the MAC address of all network
cards check box, and make other desired changes.

2-6 Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud
Importing the Appliance and Specifying Settings

d. Click Import

The import process may take a few minutes (sometimes up to 10 minutes).

2. In Oracle VM VirtualBox Manager, click EPMCS_VirtualBox to display details.


Verify that the value of Operating System under General is reported as Oracle
(64–bit). If this is reported as 32–bit, verify that virualization is enabled for your
system. Additionally, if you are hosting the VM on a computer with 8 GB memory,
consider reducing the base memory to the highest value at which VirtualBox stops
reporting invalid setting about memory. See the following step for details.

Setting up the Virtual Machine 2-7


Importing the Appliance and Specifying Settings

3. Optional: Create a baseline snapshot. See Creating Snapshots.

4. Check appliance settings and correct invalid settings. The VM will not start unless
you complete this mandatory step.

a. In Oracle VM VirtualBox Manager, select Machine and then Settings.

At this stage, VirtualBox fixes network adapter association.

b. Verify that the network Adapter settings are accurate.

The VM enables two network adapters (a host-only adapter and a bridged


adapter) that are connected, by default, to the ethernet adapter.

Note:

When you connect to the internet using a wireless adapter or another network
adapter on your computer, you should update the Bridged Adapter setting to
select the right network adapter for the connection before starting the VM.

To change the Bridged Adapter settings (for example, to bridge with your home
wireless network adapter):

i. In Settings, click Network, and then Adapter 2.

2-8 Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud
Importing the Appliance and Specifying Settings

ii. If needed, modify the adapter settings to identify the ethernet adapter that
connects to the current (for example, home) network.

c. Correct any reported invalid setting. Hover the mouse over (Invalid icon)
for an explanation of the setting that is reported as invalid.

For example, the following issue may be reported if your host machine has only
8 GB memory.

You can change the memory setting from the System tab by moving the Base
Memory slider to the green range.

Setting up the Virtual Machine 2-9


Creating Snapshots

Note:

If you are hosting the VM on a laptop with only 8GB memory, Oracle
recommends that you adhere to the VirtualBox suggestion of allocating no
more than 5015MB of memory to the VM. If you are working with Oracle
Enterprise Planning and Budgeting Cloud, the VM performance may not be
adequate at this memory level. Oracle recommend that you use a laptop with
16GB RAM (of which 11GB is allocated to the VM) if you are working with
Oracle Enterprise Planning and Budgeting Cloud or Oracle Financial
Consolidation and Close Cloud.

d. Click OK after correcting invalid settings.

5. Optional: If you have multiple VM appliances, change the MAC Address of both
adapters of each appliance. This allows VirtualBox to create distinct IP Addresses
so that you can simultaneously access multiple environments.

6. Optional: Create a baseline snapshot. You can restore your appliance from this
snapshot if something goes awry after this stage.

Creating Snapshots
Create a VM snapshot after every major configuration step to restore the appliance if
something goes wrong.

1. In Oracle VM VirtualBox Manager, select EPMCS_VirtualBox and then click


Snapshots.

2-10 Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud
Starting the Virtual Machine

2. Click (Snapshot).

3. Specify a snapshot name and then click OK.

Starting the Virtual Machine


You start the VM operating system and the service instance by starting the
EPMCS_VirtualBox appliance.
To start the service instance:

1. In Oracle VM VirtualBox Manager, select EPMCS_VirtualBox.

2. Click Start.

Oracle Linux 5 VM operating system starts. Generally, you do not need to log into
this operating system. See Logging into the Virtual Machine Operating System.

Setting up the Virtual Machine 2-11


Changing the Service Type of an Oracle Planning and Budgeting Cloud Instance

The cloud service starts automatically after the VM operating system boots up.

Changing the Service Type of an Oracle Planning and Budgeting Cloud


Instance
You can now temporarily convert an Oracle Planning and Budgeting Cloud instance
to an Oracle Account Reconciliation Cloud or an Oracle Profitability and Cost
Management Cloud instance.
The process detailed in this section deletes the existing Planning application and all
user defined artifacts from the instance and resets the service type to Oracle Account
Reconciliation Cloud or Oracle Profitability and Cost Management Cloud. After
recreating the service, you can create a new application or import an application using
Migration or the EPM Automate Utility.
The instance is restored to the original Oracle Planning and Budgeting Cloud service
when you next recreate the instance.

Note:

If you converted an Oracle Planning and Budgeting Cloud instance to another


service type, for example, to an Oracle Profitability and Cost Management
Cloud instance, you must recreate the service before you can convert it again
to another service type, for example, to Oracle Account Reconciliation Cloud.
For example, to create an Oracle Profitability and Cost Management Cloud
application after working on an Oracle Account Reconciliation Cloud
application, you should complete these steps:

• Create a backup of the existing data and artifacts.

• Run the recreate EPM Automate Utility command to return the service
to the original Oracle Planning and Budgeting Cloud service

• Run the recreate command again with the TempServiceType=ARCS


option to change the service type to Oracle Account Reconciliation Cloud

• Create the Oracle Account Reconciliation Cloud application

Caution:

Using this command results in the loss of existing data and artifacts. If you
want to preserve existing data and artifacts, perform a complete backup of the
application before initiating this procedure.

To change the service type of an Oracle Planning and Budgeting Cloud instance:

1. Verify that the host computer is not connect to a network using VPN. VPN
prevents connection to the local IP address of the VM.

2. Open a command prompt window on the VM host computer.

3. Navigate to the bin folder, for example, C:\Oracle\EPM Automate\bin, where


the EPM Automate executable is installed.

2-12 Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud
Connecting to the Service Instance

4. Sign in to the service instance using the following command:

epmautomate login epm_default_cloud_admin epmDem0s http://


192.168.56.102:9000

Note: Always use the IP address of the host-only adapter (192.168.56.102 or


whatever IP address is assigned to it) while using the EPM Automate utility.

The utility responds with Login successful message.

5. Recreate the service using one of the following commands:

• To reset the current Oracle Planning and Budgeting Cloud instance to an


Oracle Account Reconciliation Cloud instance:
epmautomate recreate -f TempServiceType=ARCS

• To reset the current Oracle Planning and Budgeting Cloud instance to an


Oracle Profitability and Cost Management Cloud instance:
epmautomate recreate -f TempServiceType=PCMCS

6. Sign out using the following command.

epmautomate logout

Connecting to the Service Instance


The service becomes available a few minutes after the VM starts. The time it takes (up
to five minutes) for the service to be available depends on the performance capabilities
of the host computer.

Note:

If you are connected to Oracle VPN using AnyConnect, you cannot access the
IP address of the VM. Disconnect from VPN before accessing the service URL.
If you change the VirtualBox DHCP address range for the Bridged Adapter,
you must restart the host computer to ensure that changes take effect.

To connect to a service instance running on the VM:

1. On the computer that hosts the VM, start a browser session and connect a service
URL:

• URL for Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning
and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, and
Oracle Tax Reporting Cloud:
http://192.168.56.102:9000/HyperionPlanning

• URL for Oracle Profitability and Cost Management Cloud:


http://192.168.56.102:9000/epm

• URL for Oracle Account Reconciliation Cloud:


http://192.168.56.102:9000/arm

Setting up the Virtual Machine 2-13


Connecting to the Service Instance

Note:

192.168.56.102 is the default IP address of the host-only Adapter that


VirtualBox configured.
If you are not able to connect using this IP address, for example, when using
an external device such as an iPad, you can identify the IP address of the
Bridge adapter (eth1) by executing the /sbin/ifconfig command from an
xterm in the Oracle Linux 5 VM operating system. See Logging into the
Virtual Machine Operating System for more information.

Use one of the following URLs to connect to Oracle Smart View for Office

• URL for Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning
and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, and
Oracle Tax Reporting Cloud:

– http://192.168.56.102:9000/HyperionPlanning/SmartView
(private connection)

– http://192.168.56.102:9000/workspace/SmartViewProviders
(shared connection)

• URL for Oracle Profitability and Cost Management Cloud:


http://192.168.56.102:9000/aps/SmartView

2. Sign in using these credentials:

User Name: epm_default_cloud_admin


Password: epmDem0s (0 is a zero)

2-14 Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud
3
Operating Instructions

In this section:
Creating an Application
Using EPM Automate to Import Snapshots into the Application
Logging into the Virtual Machine Operating System
Shutting Down the Virtual Machine
Troubleshooting

Creating an Application
Use the following information sources to create an Oracle Enterprise Performance
Management Cloud application:

• To create an Oracle Planning and Budgeting Cloud application, see these sources:

– Creating an Application in Administering Planning for Oracle Planning and


Budgeting Cloud

– Building a Planning Application in Using Oracle Planning and Budgeting Cloud

• To create an Oracle Enterprise Planning and Budgeting Cloud application, see


Setting Up Your Application in Administering Planning for Oracle Enterprise
Planning and Budgeting Cloud.

• To create an Oracle Financial Consolidation and Close Cloud application, see


Creating an Oracle Financial Consolidation and Close Cloud Application in
Administering Oracle Financial Consolidation and Close Cloud.

• To create an Oracle Profitability and Cost Management Cloud application, see


Creating and Migrating Oracle Profitability and Cost Management Cloud
Applications in Administering Oracle Profitability and Cost Management Cloud.

• To setup and configure Oracle Account Reconciliation Cloud, see Setting Up and
Configuring Oracle Account Reconciliation Cloud.

Note: You must start from a clean environment if you want to switch from
one application type to another. For example, to create a Consolidation
application after working on a Planning and Budgeting application you
should clean up the existing environment before creating the Oracle
Enterprise Planning and Budgeting Cloud application. See Troubleshooting
for information on recreating the service. You can also revert to a snapshot
that you created prior to creating an application in the service.

Operating Instructions 3-1


Using EPM Automate to Import Snapshots into the Application

Using EPM Automate to Import Snapshots into the Application


See Working with EPM Automate for Oracle Enterprise Performance Management Cloud for
detailed information on installing and using the EPM Automate Utility.
Generally, you run a sequence of commands to complete the following steps to upload
snapshots to the service and import them into an application using the EPM Automate
Utility.

• Sign in to the service instance

• Upload file to the service instance

• Import artifacts from the file that you uploaded to the service instance

• Sign out
To upload a file and import it into the application using the EPM Automate Utility:

1. Open a command prompt window on the computer that hosts the VM.

2. Navigate to the bin folder, for example, C:\Oracle\EPM Automate\bin, where


the EPM Automate executable is installed.

3. Sign in to the service instance using the following command.

epmautomate login epm_default_cloud_admin epmDem0s http://


192.168.56.102:9000
The utility responds with Login successful.

Note: Always use the IP address of the host-only adapter (192.168.56.102 or


whatever IP address is assigned to the first adapter) while using the EPM
Automate utility.

4. Upload a snapshot to the service instance using the following command:

epmautomate uploadfile SNAPSHOT_NAME.zip


Example: epmautomate uploadfile PBCS.zip

5. Import the uploaded snapshot into the application using the following command:

epmautomate importsnapshot SNAPSHOT_NAME.zip


Example: epmautomate importsnapshot PBCS.zip

6. Sign out of the service using the following command.

epmautomate logout

Logging into the Virtual Machine Operating System


The VM runs in Oracle Linux 5 operating system. The operating system log in screen
is displayed when you start the appliance.
Use the following credentials to access the operating system:
Username: oracle

3-2 Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud
Shutting Down the Virtual Machine

Password: epmDem0s (0 is a zero)

Shutting Down the Virtual Machine

Note:

Do not power off the appliance by selecting Machine, then Close, and then
Power off the machine in VM VirtualBox Manager because this action leaves
the cloud service environment in an unknown state.

• If you are currently logged into the VM operating system, you must log out to
access the log in screen. To log out, long click (click and hold the left mouse
button) in the VM screen background, and then select Exit.

• To shut down the running VM in its current state, from the login screen, click
Shut Down. The EPMCS_VirtualBox appliance is powered off when the VM
operating system is shutdown. Unsaved application data may be lost.

Troubleshooting
Recreating the Service
If you are faced with data corruption, you can restore the service to a clean state using
the recreate EPM Automate command. This process deletes the Planning
application and all custom artifacts. After recreating the service, you must create an
application. Snapshots that you previously uploaded to the service are preserved. You
can use them to recreate artifacts.
To recreate the service:

1. Open a command prompt window on the VM host computer.

Operating Instructions 3-3


Troubleshooting

2. Navigate to the bin folder, for example, C:\Oracle\EPM Automate\bin,


where the EPM Automate executable is installed.

3. Sign in to the service instance using the following command.


epmautomate login epm_default_cloud_admin epmDem0s http://
192.168.56.102:9000
The utility responds with Login successful message.

Note: Always use the IP address of the host-only adapter (192.168.56.102 or


whatever IP address is assigned to it) while using the EPM Automate utility.

4. Recreate the service using this command:


epmautomate recreate -f

5. Sign out using the following command.


epmautomate logout

3-4 Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud