4/6/2014 Installing and Configuring Financial Close Management 11.1.2.1 http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/FCM11.1.2.1_Install/fcm_install.htm?print=preview 1/68 Installing and Configuring Oracle® Hyperion Financial Close Management 11.1.2.1 This tutorial contains the following sections: Purpose Time to Complete Overview Prerequisites Installation and Configuration Sequence Installation Types Installing EPM Components Installing and Configuring SOA Suite Configuring EPM Components Performing Post-Installation Manual Configuration Tasks Appendix: Configuring Microsoft SQL Server Summary Resources Purpose This tutorial covers installation and configuration of Financial Close Management 11.1.2.1. Time to Complete Approximately 6 hours Overview In this tutorial, you install and configure the components required for Financial Close Management 11.1.2.1. Prerequisites Before starting this tutorial, you should: 1. Have access with sysdba privileges to an Oracle 11g ( 11.1.0.7 or higher) database. 2 . Have access with administrative rights to an external authentication provider, such as Oracle Internet Directory, Microsoft Active Directory, or SunOne. 3. Have access to the installation files for the following software: Oracle Hyperion Enterprise Performance Management System Installer Release 11.1.2.1 Oracle Hyperion Foundation Services Release 11.1.2.1 Oracle Hyperion Financial Close Management Release 11.1.2.1 Oracle SOA Suite 11g (11.1.1.4) Oracle Repository Creation Utility 11g(11.1.1.2.1) Fusion Middleware Patch 11063511 Fusion Middleware Patch 11864201 Installation and Configuration Sequence WebLogic is required as the Web application server for both the Enterprise Performance Management (EPM) components and Service Oriented Architecture (SOA) Suite. Your installation and configuration sequence may vary based on whether or not you have an existing WebLogic installation. Sequence One If you do not have an existing WebLogic installation, you may choose to install the EPM components first, because their install installs WebLogic automatically if it is not already present. Use the following installation and configuration sequence: Install EPM components (Foundation Services and Financial Close Management required). Run the Repository Creation Utility. Install SOA Suite. Configure SOA Suite. Install Fusion Middleware Patches. Configure Enterprise Financial Management Components.
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4/6/2014 Installing and Configuring Financial Close Management 11.1.2.1
This tutorial covers installation and configuration of Financial Close Management 11.1.2.1.
Time to Complete
Approximately 6 hours
Overview
In this tutorial, you install and configure the components required for Financial Close Management 11.1.2.1.
Prerequisites
Before starting this tutorial, you should:
1. Have access with sysdba privileges to an Oracle 11g ( 11.1.0.7 or higher) database.
2 . Have access with administrative rights to an external authentication provider, such as Oracle Internet Directory,Microsoft Active Directory, or SunOne.
3. Have access to the installation files for the following software:
Oracle Hyperion Enterprise Performance Management System Installer Release 11.1.2.1Oracle Hyperion Foundation Services Release 11.1.2.1Oracle Hyperion Financial Close Management Release 11.1.2.1Oracle SOA Suite 11g (11.1.1.4)Oracle Repository Creation Utility 11g(11.1.1.2.1)Fusion Middleware Patch 11063511Fusion Middleware Patch 11864201
Installation and Configuration Sequence
WebLogic is required as the Web application server for both the Enterprise Performance Management (EPM) components and Service OrientedArchitecture (SOA) Suite. Your installation and configuration sequence may vary based on whether or not you have an existing WebLogic installation.
Sequence One
If you do not have an existing WebLogic installation, you may choose to install the EPM components first, because their install installs WebLogicautomatically if it is not already present. Use the following installation and configuration sequence:
Install EPM components (Foundation Services and Financial Close Management required).Run the Repository Creation Utility.Install SOA Suite.Configure SOA Suite.Install Fusion Middleware Patches.Configure Enterprise Financial Management Components.
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If you have an existing WebLogic installation, you use the following installation and configuration sequence:
Run the Repository Creation Utility.Install SOA Suite.Configure SOA Suite.Install Fusion Middleware Patches.Install EPM Components.Configure EPM Components.Perform post-configuration tasks.
In this tutorial, we are going to follow installation and configuration sequence one.
Installation Types
You can install Financial Close Management in either a single-node or a multi-node configuration. In a single-node configuration, the EPM componentsand SOA Suite run on the same machine. In a multi-node configuration, the Financial Close Management server and the SOA Suite run on differentmachines.
This tutorial shows an example of an installation for a single-node configuration. For more Information on mutli-node configurations, see the OracleHyperion Enterprise Performance Management Installation and Configuration Guide.
Installing EPM Components
To install the EPM components, you run the Oracle Hyperion Enterprise Performance Management System Installer. Foundation Services and FinancialClose Management are required components. If it is not already present, WebLogic is installed as part of the Foundation Services installation. Youconfigure EPM components after you install and configure SOA Suite.
1. Navigate to the installation folder for the Hyperion software and click installtool.cmd.
2 . Select a language, and click Next.
3 . On the Welcome screen, click Next.
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When you install SOA Suite, select the same Middleware Home directory that you specified for Financial Close Management. The Middleware Homedirectory contains the WebLogic installation, which is required for installing SOA Suite.
1 . Navigate to the Disk1 folder in the SOA Suite installation directory, and click Setup.exe.
2 . At the JRE/JDK location prompt, enter the location of the JRE. The default location is c:\oracle\middleware\jdk160_21\jre.
3 . On the Welcome screen, click Next.
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6 . On the Specify Installation Location screen, verify that the Middleware Home directory is the directory that you selected whenyou installed the EPM Components, and click Next.
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3 . On the Select Domain Source screen, select Generate a domain configured automatically to support the following products, thenselect Oracle SOA Suite, Oracle Enterprise Manager, Oracle WSM Policy Manager, Oracle JRF Webservices Asynchronous
Services, and Oracle JRF, and click Next.
4 . On the Specify Domain Name and Location screen, enter a domain name and accept the default locations. You must use the same
domain name when you configure the EPM components. In this example, the domain name is close_domain.
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5 . On the Configure User Name and Password screen, enter a user name and password for the WebLogic domain administrator. Youuse this domain administrator name and password for the EPM components as well. In this example, the domain administrator nameis weblogic.
6 . On the WebLogic Domain Startup Mode screen, select Production Mode, then select the Jrockit location, and click Next.
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After configuring SOA Suite, you create boot.properties files for the Web Logic Admin Server and SOA Server. The boot.properties files enable you to startthe services without having to enter a name and password each time. The user name and password stored in boot.properties are encrypted after the firstuse. In order to create the required server folders, you must start WebLogic Admin server and SOA Server before creating the boot.properties file.
1 . To start the WebLogic Admin Server, select Start, then Programs, then Oracle WebLogic, then User Projects,then <domain>, and then Start Admin Server, where <domain> is the domain you created in the SOAconfiguration tool.
Enter the Web Logic admin user name and password when prompted.
2 . To start the SOA managed server, enter the following command at a DOS prompt:c:\oracle\middleware\user_projects\domains\<domain>\bin\startmanagedweblogic.cmd soa_server1,
where <domain> is the domain you created in the SOA configuration tool.
Enter the Web Logic admin user name and password when prompted.
3 . In Windows explorer, create a directory named 'security' as a subdirectory ofc:\oracle\middleware\user_projects\domains\<domain>\servers\AdminServer,where <domain> is the domain you created in the SOA configuration tool.
4 . In a text editor such as Notepad, create a file named boot.properties with the following content:
where <Web Logic admin user> is the admin user for Web Logic and <Web Logic admin password> is thepassword.
5 . Save boot.properties in c:\oracle\middleware\user_projects\domains\<domain>\servers\AdminServer\security,where <domain> is the domain you created in the SOA configuration tool.
6 . In Windows explorer, create a directory named 'security' as a subdirectory of
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where <Web Logic admin user> is the admin user for Web Logic and <Web Logic admin password> is thepassword.
8 . Save boot.properties in c:\oracle\middleware\user_projects\domains\<domain>\servers\soa_server1\security.
Installing Fusion Middleware Patches
After configuring SOA Suite, you must install the Fusion Middleware patches. You must stop the WebLogic Admin server and the SOA managed serverbefore installing the patches.
1 . To stop the WebLogic Admin Server, select Start, then Programs, then Oracle WebLogic, then User Projects,then <domain>, and then Stop Admin Server, where <domain> is the domain you created in the SOA
configuration tool.
2 . To stop the SOA managed server, enter the following command at a DOS prompt:c:\oracle\middleware\user_projects\domains\<domain>\bin\stopmanagedweblogic.cmd soa_server1,where <domain> is the domain you created in the SOA configuration tool.
3 . Download and follow the instructions for Installing the following patches, which is available from My OracleSupport at http://metalink.oracle.com.:
11063511 - SPORADIC MISSING OF SUBJECT IN BUSINESS EVENT HEADER.11864201 - PSE FOR MLR BUG 11864201 ON TOP OF 11.1.1.4.0 (PSE #536496)
Note: Before applying the patches, shut down SOA server and all other manager servers. For patch 11063511, setthe ORACLE_HOME environment variable to c:\Oracle\Middleware\oracle_soa1. For patch 11864201, setORACLE_HOME to c:\Oracle\Middleware\oracle_common.
Configuring EPM Components
You must stop the WebLogic Admin server and SOA managed server before you configure the EPM components. The database schemas for the EPM
components are created during the configuration process. During the configuration process you must provide valid Oracle database user names andpasswords under which to create the schemas. You perform the Deploy to SOA configuration task after you restart WebLogic Server.
Configuring Foundation Services and Financial Close Management
Deploying to SOA
Configuring Foundation Services and Financial Close Management
After configuring SOA Suite, you must install the Fusion Middleware patches. You must stop the WebLogic Admin server and the SOA managed serverbefore installing the patches.
1. From the Windows Start menu, select Programs, then Oracle EPM System, then Foundation Services, and then EPM SystemConfigurator.
2 . Select Create a new EPM Oracle instance, and click Next.
3 . Select Perform first -time configuration of Shared Services database, enter the database connection details for the Shared Servicedatabase, and click Next.
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10 . Provide the necessary information if you want to be informed of security updates by email, otherwise click Next and answer Yes at theconfirmation prompt.
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11 . In the Password and Re-type Password text boxes, enter a password, and click Next.
12 . If you want to integrate Oracle Enterprise Content Management with your Financial Close Management application, enter the URL for OracleEnterprise Content Management, and click Next.
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14 . When the configuration is complete, click Finish.
Deploying to SOA
After configuring EPM products, you need to run the EPM System Configurator again to deploy to SOA.
1 . To start the WebLogic Admin Server, select Start, then Programs, then Oracle WebLogic,then User Projects, then <domain>, and then
Start Admin Server, where <domain is the WebLogic domain you created with the SOA configuration tool.
2 . To start the SOA managed server, enter the following command at a DOS prompt:c:\oracle\middleware\user_projects\domains\<domain>\bin\startmanagedweblogic.cmd soa_server1,
where <domain> is the WebLogic domain you created with the SOA configuration tool.
3 . From the Windows Start menu, select Programs, then Oracle EPM System, then Foundation Services, and then EPM SystemConfigurator.
.
4 . Select Modify an existing Oracle EPM instance, and click Next.
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Targeting WSM-PM and MDS-OWSM to Foundation Services
To enable Oracle Hyperion Enterprise Performance Management System Lifecycle Management, you must target WSM-PM and MDS-OWSM toFoundation Services.
1 . If the Weblogic Admin server is not already running, select Start, then Programs, then Oracle WebLogic, then User Projects, then<domain>, and then Start Admin Server.
2 . Select Start, then Programs, then Oracle WebLogic, then User Projects, then<domain>, and then Admin Server Console.
3 . Log on using the WebLogic administrator name and password that you specified for the domain.
4 . In the WebLogic Server Administration Console, under Domain Structure, click Deployments.
5 . In the Deployments table, click wsm-pm.
6 . Select the Targets tab.
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To communicate with an external authentication provider, such as Oracle Internet Directory or Microsoft Active Directory, you must configure WebLogic. Youmust configure Shared Services to use the same external authentication provider. For more information on configuring Shared Services, see the Oracle
Enterprise Performance Management System User and Role Security Guide.
1 . Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Admin Server Console.
2 . In the Domain Structure area, click Security Realms.
3 . Click myrealm.
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For Oracle Internet Directory, in the Name text box enter OID, and select Oracle Internet Directory Authenticator from the Type list.For Microsoft Active Directory, in the Name text box enter MSAD, and select ActiveDirectoryAuthenticator from the Type list.For SunOne: in the Name text box enter SunOne, and select IplanetAuthenticator from the Type list.
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7 . In the left panel, expand the SOA folder, right-click soa-infra (soa-server1), click SOA Administration,and select Workflow Notification Properties.
8 . In the Notification Mode list, select Email.
9 . In the Email:From Address text box, enter a valid e-mail address.
10 . Click Apply.
11 . Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Stop Admin Server.
12 . Select Start, then Programs, then WebLogic, then User Projects, then <domain>, and then Start Admin Server.
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Configuring the Keystore for Oracle Web Services Manager
You must set up the Keystore for message protection and configure the Credential Store Provider. The Financial Close Management client and the OracleHyperion Financial Management Web service use the following policies:
1 . At a dos prompt, enter the following command to add the JDK to the path:
set PATH=%PATH%;C:\Oracle\Middleware\jdk160_21\bin\
The JDK must be included in the path in order to run the Java keystore utility.
2 . Use the Oracle keystore utility to create a keystore on the Weblogic Admin server hosting your EPM System domain by navigating toc:\oracle\middleware\user_projects\domains\<domain>\config\fmwconfig (where <domain> is the WebLogic domain you created with SOAconfiguration tool), and enter the following command:keytool -genkeypair -keyalg RSA -alias orakey -keypass welcome1 -keystore default-keystore. jks -storepass welcome1 -validity 3600
This command creates a keystore with the name default-keystore.jks if it does notalready exist and adds a new private key entry with alias 'orakey' and passwordwelcome1 to it. You will be prompted for additional information regarding your authentication provider.
You can change the alias, password, and domain name as needed in thecommand.
3 . Enter the following URL to start Oracle Enterprise Manager, replacing <host> with your host name: http://<host>:7001/em
.
4 . Enter your Weblogic administrator name and password to login.
5 . In the navigation pane, expand Weblogic Domain, then select the WebLogic domain you created in the SOA configuration tool.
6 . Select WebLogic Domain, then Security, and then Security Provider Configuration.
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3 . In the Timeout Seconds text box, replace the default value of 30 with 300.
4 . Click Save.
Starting the Servers
You must start the servers required for Financial Close Management in the following order:
1. WebLogic Admin Server2. Foundation Services managed server3. Oracle HTTP Server4. Optional: Managed servers for integration products (for example, Financial Management or Financial Reporting)5. SOA managed server6. Financial Close Management Managed server
1 . To start the WebLogic Admin server, select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then StartAdmin Server.
2 . To start Foundation Services, select Start, then Programs, then Oracle EPM System, then Foundation Services, and then StartFoundationServices.
3 . To start the Oracle HTTP server, select Start, then Programs, then Oracle Web Tier Instance, and then Start Oracle HTTP server.
4 . To start the SOA managed server, enter the following command at a DOS prompt:c:\oracle\middleware\user_projects\domains\<domain>\bin\startmanagedweblogic.cmd soa_server1where <domain> is the domain you created using the SOA configuration utility.
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5 . To start Financial Close Management Services, select Start, then Programs, then Oracle EPM System, then Financial Close, then StartFinancialClose.
Appendix: Configuring Microsoft SQL Server
This appendix contains information for using Microsoft SQL Server as the database.
Creating the the Required Databases
Configuring SQL Server
Delete Data Sources
Creating the the Required Databases
You must create databases in SQL Server and run the Repository Creation Utility before you install and configure SOA Suite.
1 . Install SQL Server
2 . Create three databases: one for SOA, one for Financial Close Management, and one for Shared Services.
3 . Create a user with the db_owner role and make the user the owner of the three databases.
4 . Modify the properties of the database for SOA by using the following commands:
ALTER database <database name> SET READ_COMMITTED_SNAPSHOT ON
ALTER database <database name> COLLATE SQL_Latin1_General_CP1_CS_AS
5 . Modify the properties of the database for Financial Close Management by using the following command:
ALTER database <database name> SET ALLOW_SNAPSHOT_ISOLATION ON
6 . Run the Repository Creation Utitlity to create the SOA-INFRA schemas for the SOA database.
Configuring SQL Server
You must Enable XA transactions for SQL Server in both SQL Server and at the operating system level. You should perform these procedures before youinstall and configure SOA Suite.
1 . Copy instjdbc.sql and sqljdbc.dll(for 32 bit OS) or 64sqljdbc.dll (for 64 bit OS Titanium based)or x64sqljdbc.dll(for 64 bit OS Intel based) fromwlserver_10.3\server\lib into C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Inn for SQL Server 2005 or C:\Program Files\MicrosoftSQL Server\MSSQL10.<INSTANCE_NAME>\MSSQL\Binn for SQL Server 2008.
2 . Rename the 64sqljdbc.dll or x64sqljdbc.dll to sqljdbc.dll after copying.
3 . Run the following command from the command prompt:
Note: In the above command "DB_HOST\INSTANCENAME" is the server name used to connect SQLServer using SQL Server Studio. Look forthe messages creating JDBC XA procedures and instxa.sql completed successfully in the log. If the messages are present then the SQL ranfine and you can ignore any other messages in the log
4 . Select Start, then Programs, then Administrative Tools, then Component Services, and then Computers.
5 . Right My Computer and select Properties.
6 . Select the MSDTC tab and click Security Configuration.
7 . Select Enable XA Tansactions.
8 . Click OK.
9 . Install and configure SOA Suite.
Delete Data Sources
After you install and configure SOA, you delete the EDNDataSource and EDNLocalTxDataSource data sources..
1 . If the Weblogic Admin server is not already running, select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>,and then Start Admin Server.
2 . Select Start, then Programs, then Oracle WebLogic, then User Projects, then<domain>, and then Admin Server Console.
3 . Log on using the WebLogic administrator name and password that you specified for the domain.
4 . In the Domain Structure area, expand Services and select DataSources.
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5 . In the Datasource table, delete EDNDataSource and EDNLocalTxDataSource.
Summary
In this tutorial, you have learned how to:
Run the Repository Creation Utility for SOA SuiteInstall and configure SOA SuiteInstall Fusion Middleware Patches required for Financial Close ManagementInstall and configure the EPM components of Financial Close ManagementPerform Post-Installation manual configuration tasks
ResourcesOracle Hyperion Enterprise Performance Management System Installation Start HereOracle Hyperion Enterprise Performance Management System Installation and Configuration GuideOracle Hyperion Enterprise Performance Management Installation and Configuration Troubleshooting GuideOracle Fusion Middleware Quick Installation Guide for Oracle SOA SuiteOracle Financial Close Management Administrator's Guide
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