Hyperion 11.1.1.

3 Installation Guide

Installation of Hyperion 11.1.1.3 and Its Pre-requisites

Contents
Title Page No.

1). Software and Hardware Requirements. 03 2). Installation of IIS 06 3). Installation of oracle 10g.....08 4). Preparing to Install Hyperion.. 15 * Where to get the Software .15 * What components to be download .18 * How to manage the downloaded files 20 5). A Step by Step Approach to Install and Configure Hyperion EPM 11.1.1.3.. 24 6) Post Configuration Checking.59

1).Software and Hardware Requirements Platform Support

: HP UX Itanium, HP- UX PA- RISC, (64 bit ), IBM AIX on POWER System (64 bit), Linux x86, Linux- x86-64, Microsoft Windows (32 bit), Microsoft Windows Itanium, Microsoft Windows x64, Oracle Solaris on SPARC (64 bit), Oracle Solaris on x86-64 (64bit).

Disk Space and RAM

2).Installing IIS 5.1

Step:1) Put windows XP professional CD in CD-ROM now Step:2) Go to start -> control panel ->add and remove programs ->select add remove -> windows components.

Step 3) now select the check box of internet information server and press next button.

Step 4) the installation of IIS 5.1 is finish when you check it by typing following url in address bar of internet browser: http://localhost The browser will shows the internet information server windows on screen.

3).Installation of Oracle 10g and Creating DBA User

Step 1) Go to following URL to download the Oracle 10g software. You will need to sign up (free of cost) to download the file.

Sign In

Step 2) The zipped file will be downloaded. You need to unzip them all.

After unzip the folder will look like this

It will revoke window like this which insure that all requirements are met

Step 3) When following windows revoke give all the details as per requirement.

Step 4) The product list which are going to be installed.

Installation Status

Installation Progress

Configuration Progress

You can set up system and sys password by Password Management.

End of installation

Step 5) Creating User in Oracle 10g with DBA rights. Login to Oracle with default system user with password (if u set password as system user password by Password management option)

Now log on to check whether its created successfully

4) Preparing to install Hyperion 11.1.1.3 components

Step 1) The source of downloading Hyperion 11.1.1.3 are as follows. It has multiple files to be download and well highlight the required components to be downloaded. Go the URL http://edelivery.oracle.com/

Step 2) Required Login

Check the both check box to ensure to agree Terms & Condition

Step 3) The Product Search and selection

Step 4) Download all the suits those are highlighted

Step 5) Managing the folders These four are Hyperion 11.1.1.3 Foundation service Files

The required files and folders details after unzipping

Step6) We need to unzip & move all the components to a single Folder Installer

Step 7) Inside Installer it will look like this all files other than assemblies

Step 8) Inside the assemblies all assemblies files will be there in following manner

Step 9) After all components placed successfully Go back to installer Folder and Click the highlighted InstallTool.cmd

Now all the Pre requisite for installing Hyperion 11.1.1.3 is completed. Now we will move step by step how to Install Hyperion 11.1.1.3. Here we are using 1. Windows Server 2003 2. IIS 3. Oracle 10g 4. Hyperion 11.1.1.3 product Suit

5). Installation of Hyperion EPM 11.1.1.3 step by step

Step 1) After running InstallTool.cmd we will get a confirmation that all the pre-requisites are getting met.

Step 2) Select Language

Step 3) Start up Screen

Step 3) Select Home

Step 4) Selection of installation types

We can install in both way. Choose components by tier: In this option The EPM System Installer automatically select the components in order and the whole Hyperion EPM installed then. 2. Choose components individually: In this option manually components are chosen in case of End user may not be required all the components. As the components are quite large in size so all components are may not be installed. In this case there is a order to install components 1. Hyperion Foundation (Shared Service only, uncheck all other components). 2. Essbase 3. Planning 4. Financial Management 5. Financial Data Quality Management 6. EPM Services 7. Work Space ( it has to install last , strictly )
1.

Here well install by choose components by tier.

Step 5) Check to all components

Step 6) List of Product to be installed

Step 7) It register itself to the .net Architecture

Step 8) Completion of Installation

Installation completed, Now we need to configure Hyperion 11.1.1.3 .

6). Configuration of Hyperion EPM Step by Step

Step 1) Launch the EPM Configuration Tool Then steps to connect with Oracle 10g Shared service and registry Database Configuration

Step 2) EPM System common settings

Step 3) Selection & Deploy to application server The supporting Web servers are

Apache HTTP 2.0.61 (Embedded Java Container) Microsoft IIS 6.0 OR Oracle HTTP server 10.1.3.3.X Microsoft IIS 6.0

Step 4) Deployment to Embedded Java Container[These are the list of default ports Hyperion support]

Step 5) Reporting and Analysis Service Configuration

Step 6) Configure Workspace

Workspace is a web client that provides the user interface for viewing and interacting with content created with Hyperion EPM application. It provides management reporting, query, and analysis capabilities for a wide variety of data sources in a single coordinated environment. Hyperion Shared Services (Shared Services) provides a central framework for creating, provisioning, and maintaining users; managing user security across all Hyperion modules, including external authentication. Additionally, Shared Services now provides the capability of managing the lifecycle of Oracle's Enterprise Performance Management suite: migrating artifacts from development to test to production environments.

Select Web Server Select the Web server. Port Specify the Web server port. If you enable SSL, make sure the port number you enter is a secure port. SSL Enabled Select whether to enable SSL. Location of Web Server Specify or browse to the location of the Web server. This field is not required if you are using IIS. Component Enable the check box adjacent to each module to integrate with EPM Workspace. Host For each enabled module, review the host name to which this Web server will proxy requests. Context Review the context path. The context path is the part of the URL that accesses the deployed Web application. For example, in the following URL, workspace is the context path: http://yourservername:19000/workspace Port Review the port numbers for the application server listen ports for the applications. The port here must match the listen port of the deployed application. For Embedded Java Container, this port is the AJP listen port, not the HTTP listen port.

Step 7) Essbase Server Configuration Oracle Essbase is the industry-leading OLAP (online analytical processing) server. Oracle Essbase provides an environment for rapidly developing custom analytic and enterprise performance management applications. With a rapid application development environment that is managed by the business, Oracle Essbase enables the business to quickly model complex business scenarios.

Agent Port Number Accept the default port number on which the Essbase Server listens for client requests. If you change the default value, be sure to enter a port number that is not used by other programs. The port value is stored in essbase.cfg. Start Port Enter the first port number that Essbase Server tries to use to connect. End Port Enter the highest port number that Essbase Server can use to connect. Essbase uses at least two ports for each application. For a large number of applications, you need a larger port range. Full path to application location (ARBORPATH) The location for applications. Note Previous versions of Essbase used ARBORPATH to refer to the : installation location. Upgrade Note! If you are upgrading from a previous release of Essbase, specify the same application location you used in the previous release.

Set the language to be used by Essbase (ESSLANG) The ESSLANG variable is a locale definition. For example, to support

Step 8) Configure Financial Management DCOM Short for Distributed Component Object Model, an extension of theComponent Object Model (COM) that allows COM components to communicate across network boundaries. Traditional COM components can only perform interprocess communication across process boundaries on the same machine. DCOM uses the RPC mechanism to transparently send and receive information between COM components (i.e., clients and servers) on the same network. DCOM was first made available in 1995 with the initial release of Windows NT 4.

Domain User
Specify the user name.

By default, EPM System Configurator lists the user name for the user who is logged in and running EPM System Configurator. Note these limitations for the domain and user name: A user name cannot duplicate any other user or group name of the computer being administered. A user name can contain up to 20 uppercase and lowercase letters. A user name cannot consist solely of periods ( . ) and spaces and cannot contain these special characters: " / \ [ ] : ; | = , + *?<>& Do not use a single quotation mark ( ) in a user name. A user with a single quotation mark in the user name cannot log on to Financial Management. You cannot use an IP address as a domain name when you configure the user account.

Password : Enter the password. The password can contain up to 14 characters and is case-sensitive. The system does not verify the password, so ensure that the password that you use is valid. If the entries that you make require changing the local security policy on the system, you must log off and log on again to commit the changes. Re type Password : Enter the password again to confirm it.

Enable DCOM on this machine Select to enable DCOM on this machine. This option is available for the Application services and Web tier installation of Financial Management. This option is not available if DCOM is already enabled on the computer. This option enables DCOM for the entire computer. Enabling DCOM makes possible the launching of servers and connecting to objects by remote clients for the machine. It also sets the DCOM Default Authentication level to None for the computer. The Enable DCOM step is required for Financial Management client components to communicate with Financial Management application server components when the application server is on a different computer. It also enables the Financial Management client and application server computers to be on different domains.

Step 9) Configuration of Financial Management Application server Max App Server Delay Accept the default value or enter the time interval in seconds between when a change is made to an application and when the change is visible to users accessing the application through another application server. Max Data Sync Delay Accept the default value or enter the time interval in seconds between when a change is made to data and when the change is visible to users accessing the data through another application server.

Working Folder Accept the default, or enter or browse to the path for the Server Working Folder. The Server Working folder stores system-generated files, such as reports. The default Server Working Folder location is: HYPERION_HOME/products/FinancialManagement/Server Working Folder. Note When you use multiple application servers, each server : should have its own working folder. Application servers should not share working folders, because temporary files might be overwritten.

Creator Group Accept the default value or enter the Creator Group name. Only the users in the Application Creator Group can create Financial Management applications. Administrator Group Accept the default value or enter the Administrator Group name. Only the users in the Administrator Group can access administrative tasks. The Administrator Group must be a group that has already been defined in Shared Services. If you do not specify the Administrator Group, the DCOM user will have access to system administrative tasks.

Step 10) Configure Financial Management server / cluster An application server cluster is a set of application servers running the same application. Clustered application servers provide load balancing and failover capability and enable the servers to be transparently maintained while applications remain available for users.

Defined Clusters Select the cluster for which you want to specify servers. This list displays all clusters you have specified on any machine in the installation. You can also add, edit, or remove a cluster. EPM System creates a default cluster if none exist. Upgrade Note! This list displays all clusters that you configured in the previous release. If no clusters exist, EPM System Configurator creates a default cluster. You must use cluster names that are the same as the instance names that were used for Financial Management configuration in the previous release.

Step 11) Configure IIS for Financial Management Web Application Select to enable Financial Management as a Web application in IIS, and then specify the options for the Financial Management Web server. Configure IIS to Enable Smart View Provider Select to enable Smart View as a Web application in IIS, and then specify the options for the Smart View Web server Configure IIS to Enable Lifecycle Management Select to enable Lifecycle Management as a web application in IIS.

Step 12) Configure Financial Management Web Application

Step 13) Configure HFM Enable Smart View provider Smart View provides a common Microsoft Office interface designed specifically for Oracle's Enterprise Performance Management (EPM) and Business Intelligence (BI). Using Smart View, you can view, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint interfaces. It is a comprehensive tool for accessing and integrating EPM and BI content from Microsoft Office products.

Web Server Installation Directory Enter the location in which Smart View was installed or use the default location. The default location is HYPERION_HOME/products/FinancialManagement/Web/HFMOfficeP rovider. Virtual Directory Name Enter the virtual directory name for Smart View or use the default virtual directory. The default directory name is HFMOfficeProvider. Web Session Timeout Accept the default, or enter the Web session timeout value in seconds. The default session timeout is 360 seconds. You should set the timeout option to a length of time appropriate for your Smart View sessions.

Step 14) Confirmation before final configuration

Step 15) Configuration Complete and Successful

Step 16) Environment Variable can be viewed from My computer Advance Properties. And on requirements it Environment Variable Path is modifiable.
SET ARBORPATH=D:\BISPAPPS\Hyperion\ESS931 SET HYPERION_HOME=D:\BISPAPPS\Hyperion ARBORPATH is an environment variable which define the home directory for the Essbase Servers ESSBASEPATH: The Essbase installation directory and all subdirectories under it (with the exception of the app directory). In a default installation, the ESSBASEPATH directories are:
o o

For Essbase Server: Hyperion/products/Essbase/EssbaseServer For Essbase Client: Hyperion/products/Essbase/EssbaseClient

Step 17) Checking the Services from services.msc Make all the Hyperion services manual. All services should be start with strict following order 1. 2. 3. 4. 5. 6. 7. 8. All Oracle Services Hyperion Foundation OpenLDAP Hyperion foundation Shared Web services Hyperion Administration Services Hyperion Annotation Services Hyperion Apache 2.0 service Hyperion Calc manager Hyperion Process Manager [This service start other services 1. Hyperion EPM Architect - Job Manager, 2. Hyperion EPM Architect - Event Manager, 3. Hyperion EPM Architect - Engine Manager, 4. Hyperion EPM Architect - .Net JNI Bridge]

9. Hyperion Essbase Service 10. Hyperion Financial Services a. Hyperion Financial Management - DME Listener b. Hyperion Financial Management - Management Service c. Hyperion Financial Management - Web Service Manager d. Hyperion Financial Reporting - Java RMI Registry e. Hyperion Financial Reporting - Print Server f. Hyperion Financial Reporting - Report Server g. Hyperion Financial Reporting - Scheduler Server h. Hyperion Financial Reporting - Web Application 11. Hyperion Provider Services 12. Hyperion RMI services 13. Hyperion Workspace Agent services 14. Hyperion Workspace Web services

Description about services in order as they arrived in services.msc Hyperion Administration Services - Web Application

Controls the running of an Applications Server. Hyperion Annotaion server Provides Annotation support for Hyperion products. Hyperion CALC Manager - Web Application Provide access service to CALC Manager Web Server. Hyperion EPM Architect - .Net JNI Bridge Acts as a bridge between .Net processes and CSS.

Hyperion EPM Architect - Engine Manager Starts and stops instances of EPM Architect Dimension Server when requested by EPM Architect Process Manager. There could be multiple instances of EPM Architect Engine Manager in the same instance of EPM Architect (one per machine). Hyperion EPM Architect - Event Manager Distributes event messages between the various server processes of BPM Architect. Hyperion EPM Architect - Job Manager Manages long-running tasks performed by BPM Architect. Hyperion EPM Architect - Process Manager Manages all instances of EPM Architect Dimension Server. There is only one instance of EPM Architect Process Manager per installation of EPM Architect. Hyperion Essbase Services Essbase Server Service. Hyperion Financial services Hyperion Financial Management - DME Listener

Hyperion Financial Management IP Listener for communication with the Hyperion Data Movement Engine. If this service is stopped, the DME web service will not be able to communicate with all HFM instances on this server. Hyperion Financial Management - Management Service Provides users the ability to use Hyperion Financial Management. Hyperion Financial Management - Web Service Manager Manages the session information for connection in the Financial Management web server. Hyperion Financial Reporting - Java RMI Registry Provides a Java RMI Registry for Financial Reporting. Hyperion Financial Reporting - Print Server Generates PDF, batch, and scheduled job output for Financial Reporting Hyperion Financial Reporting - Report Server Generates and formats reports and books, including specified calculations for Financial Hyperion Financial Reporting - Scheduler Server Responds to scheduled batch requests for Financial Reporting Hyperion Financial Reporting - Web Application Provides a Workspace module for Financial Reporting Hyperion Foundation OpenLDAP Hyperion Foundation Shared Services - Web Application Hyperion Shared Services that support Hyperion applications, including authentication, user provisioning, task flow management, data and metadata synchronization. Hyperion Provider Services - Web Application Controls the running of an Applications Server

Hyperion RMI Registry Hyperion Workspace - Agent Service Provides service infrastructure to run services locally. Hyperion Workspace - Web Application Hyperion Workspace - Web Application web application for Tomcat 5.

7). Post Configuration Checking

After completion of installation and Configuration it our first job will be checking all the services whether its entire services are going fine or not. Well check the services in following order.

* * * * *

Shared service Workspace Essbase Financial Management EPMA

Shared Service : To check the Shared service we need to start the services in proper way and in IE we need to type the following URL http://yourservername:28080/interop

When we launch application it will give us login prompt

After successful login the Shared service will look like this

WORKSPACE: Now lets check the Workspace with the URL http://yourservername:19000/workspace

After Login it looks like

ESSBASE : We can Start to Essbase Administrator service Console from here ..

Login prompt

We need to Add Essbase Server

With following details

After adding server we can see the sample applications. The highlighted area shows us the successful login information.

The Essbase addin is showing in MS Excel also an highlighted area

Hyperion Financial Management : Now lets check with HFM

Login prompt

We need to define cluster first with previously configured Essbase server

We need to create a new application as follows

Workspace and Navigation page that will direct user to navigate to services that all are provided by Hyperion

The Dimension Library is for holding metadata on the shared and local dimensions used by EPMA-enabled applications Dimensions describe an organizations data, und usually contain groups of related members.

Member of Dimensions are arranged in hierarchies. Upper level members are called Parent members, and member immediately below of a parent is its child. All members below of parents are called descendants. The bottom level members are called base-level members. Financial Management supplies eight system defined dimensions. We can customize the members of each dimension to meet the needs of your organization. The system defined dimensions are : Scenario, Year, Period, View, Entity, Value, Accounts, Intercompany partner This is the Dimension Library where all system defined dimensions are shown and user can create own defined dimensions also.

A Data Synchronization Engine, for loading data (numbers) into EPMA-managed applications from various data sources.

An Application Library, for holding definitions of the various Essbase, Planning and HFM applications EPMA manages

When we need to work on some EPMA application we need to create a application. During creation of application user can customize the Dimension, Rules set etc. Application library shows all the application lists created till now. When we select some application all the related information regarding the application like Name, Type, Creation date, Last deployment date, Status etc are shown in Application Library. Apart from that the dimensions, Rules, Synchronization status are given too.