Monthly Archive: February 2015

DIY Hyperion Planning – Create a Planning App

Some Context . . .

This is the ninth (and final) post in a multi-part blog educating readers on how to build a personal “sandbox” environment for Hyperion Planning. Click here to see all nine posts in the series.

Creating a Test Hyperion Planning Application

Once the EPM products are configured, there are three additional prerequisites for creating an application:

  • Create the Planning Application Repository
  • Create the Planning Application Repository Schema User
  • Create the Planning Data Source

If you’ve been following this tutorial from the beginning, you will have already created the Repository (PLANAPP1) and Repository User (also PLANAPP1). These were created when you pasted the SQL code into SQL Plus.

For the purposes of this example, we will be creating a “Classic” Hyperion Planning application. The alternative approach (using EPMA) is rapidly losing popularity. Oracle does not appear to be investing in this product, so “Classic” it is . . .

Start the EPM Services

Locate the “Start EPM System” icon within the apps on your VM. (I would recommend right-clicking on this icon and selecting “Pin to Start”. Do the same with the “Stop EPM System” script.) Run the start script to startup the EPM services on your VM. Some notes about the startup process:

  • On my laptop, startup takes a little less than 9 minutes.
  • Faster processors and hard drives will improve startup time.
  • Compact deployments will start faster than “regular” deployments.
  • The script will close when startup is complete.
  • Watch Task Manager on the VM during startup to monitor CPU and memory utilization.
  • Upon completion of the script, ensure that all services started as expected.
  • Don’t forget to stop the EPM services before you shut down your VM.

Create a Data Source

Once the services have started, open a browser on your host. Navigate to the following URL:

http://<INSERT SERVER NAME HERE>:8300/HyperionPlanning

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Enter the Shared Services admin user ID and password.

Select “Sign In”.

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Select “Manage Data Source”.

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Select “Create”.

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Enter the App Database connectivity information.

Enter the Essbase Server connectivity information.

Validate each connection.

Select “Save”.

Create the Planning Application

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Select Manage Applications

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Select “Create”.

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Select “Advanced Planning”.

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Name your application and select “Next”.

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Select the application parameters. The simplified Planning interface appears to force applications to have an ASO plan type.

(This would appear to be a bug, as the on-premise interface does not require this.)

Select “Next”.

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Review the application settings. Select “Create”.

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Planning will begin creating the application.

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Select “OK”. The application interface will be displayed.

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Next Steps

With the application created, users may now begin the typical Hyperion Planning development activities, including:

  • Building Dimensions
  • Building Input Forms
  • Loading Data
  • Building Calc Manager Rules
  • Building Reports
  • Creating Approvals Processes

DIY Hyperion Planning – Configure Hyperion Planning

Some Context . . .

This is the eighth post in a multi-part blog educating readers on how to build a personal “sandbox” environment for Hyperion Planning. Click here to see all nine posts in the series.

Installation vs Configuration

When we installed Hyperion Planning and the related EPM applications in the previous post, we installed all products at once. As we move on to configuration, we will configure the products one at a time. Could we attempt to configure everything at once? Yes, however in previous versions, this caused problems, so we will take a more conservative approach.

Configure Shared Services

To launch the configuration utility, navigate to the Apps window in Server 2012 (from the Start Menu).

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Right-click on the “EPM System Configurator” and select “Run as Administrator”. The EPM System Configurator will be displayed.

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Select the Home Directory and Instance Name. Select “Next”.

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Select “Perform first time configuration of Shared Services database”.

Confirm the database driver, server and port.

Enter the Oracle SID, user name and password for the Shared Services repository.

ENSURE THAT THE USER ID AND PASSWORD ARE CORRECT!!! If the wrong user ID and password are used, Shared Services tables and other objects will be created in the wrong schema, making a mess.

Select “Next”.

The screen below should be displayed.  If a network IO error is displayed instead, please see the point in the previous post about updating the server name in the “listener.ora” file.  Ensure that the server was rebooted (or the Oracle RDBMS service restarted) after that change.

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Select “Uncheck All” and expand “Hyperion Foundation”.

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Select “Configure Common Settings” and “Configure Database”.

Select “Next”.

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Accept the defaults and select “Next”.

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Enter a user ID and password for the Shared Services admin user.

Make a note of this very important user ID and password.

Select “Next”.

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Confirm the configuration tasks.

Select “Next”.

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Ensure that all configuration steps are successful.

Select “Task Panel” to continue the configuration process, or “Finish”. If “Finish” is selected, simply restart the Config Tool to continue the configuration process.

Configure Essbase and EAS

Select the options below in the Config Tool to configure Essbase and EAS.

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Select “Next”.

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Update the Username and Password for the correct EAS schema.

ENSURE THAT THE USER ID AND PASSWORD ARE CORRECT!!! If the wrong user ID and password are used, EAS tables and other objects will be created in the wrong schema, making a mess.

Select “Next”.

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Accept the default Essbase server information. Select “Next”.

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Confirm the configuration tasks.

Select “Next”.

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Ensure that all tasks complete successfully.

Select “Task Panel” to continue the configuration process, or “Finish”. If “Finish” is selected, simply restart the Config Tool to continue the configuration process.

Configure EPMA

Select the options below in the Config Tool to configure EPMA.

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Select “Next”.

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Update the Username and Password for the correct EPMA schema.

ENSURE THAT THE USER ID AND PASSWORD ARE CORRECT!!! If the wrong user ID and password are used, EPMA tables and other objects will be created in the wrong schema, making a mess.

Select “Next”.

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Accept the default dimension server ports.

Select “Next”.

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Confirm the configuration tasks.

Select “Next”.

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Confirm that all configuration steps completed successfully.

Select “Task Panel” to continue the configuration process, or “Finish”. If “Finish” is selected, simply restart the Config Tool to continue the configuration process.

Configure Planning

Select the options below in the Config Tool to configure Planning.

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Select “Next”.

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Update the Username and Password for the correct Planning schema.

ENSURE THAT THE USER ID AND PASSWORD ARE CORRECT!!! If the wrong user ID and password are used, Planning tables and other objects will be created in the wrong schema, making a mess.

Select “Next”.

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Accept the default RMI port.

Select “Next”.

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Confirm the configuration tasks.

Select “Next”.

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Confirm that all configuration steps completed successfully.

Select “Task Panel” to continue the configuration process, or “Finish”. If “Finish” is selected, simply restart the Config Tool to continue the configuration process.

Configure Calc Manager

Select the options below in the Config Tool to configure Calc Manager.

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Select “Next”.

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Update the Username and Password for the correct Calc Manager schema.

ENSURE THAT THE USER ID AND PASSWORD ARE CORRECT!!! If the wrong user ID and password are used, Calc Manager tables and other objects will be created in the wrong schema, making a mess.

Select “Next”.

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Confirm the configuration tasks.

Select “Next”.

Confirm that all configuration steps completed successfully.

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Select “Task Panel” to continue the configuration process, or “Finish”. If “Finish” is selected, simply restart the Config Tool to continue the configuration process.

Configure Financial Reports

Select the options below in the Config Tool to configure Financial Reports.

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Select “Next”.

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Update the Username and Password for the correct Reporting and Analysis schema.

ENSURE THAT THE USER ID AND PASSWORD ARE CORRECT!!! If the wrong user ID and password are used, Reporting and Analysis tables and other objects will be created in the wrong schema, making a mess.

Select “Next”.

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Select the default location and port range.

Select “Next”.

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Accept the default ports.

Select “Next”.

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Select the default RMI ports.

Select “Next”.

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Confirm the configuration tasks.

Select “Next”.

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Confirm that all configuration steps completed successfully.

Select “Task Panel” to continue the configuration process, or “Finish”. If “Finish” is selected, simply restart the Config Tool to continue the configuration process.

Deploy the App Server

The previous steps configured the repositories of each individual product. The next step is to deploy to the application server. We will do this for all products at once.

Select the options below in the Config Tool to deploy to the application server.

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Select “Next”.

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Enter a password for the domain admin.

Select “Next”.

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Pay special attention to the check box at the top of this screen. The option to deploy the Java web applications to a single managed server is referred to as a “Compact Deployment”. Compact Deployment is often useful when limited server memory is available. (E.g., less than 16GB) Unfortunately, compact deployment can make it difficult to debug problems with individual products. I prefer to not use Compact Deployment; however there are situations where it is appropriate.

Select “Next”.

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Confirm the configuration tasks.

Select “Next”.

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Confirm that all configuration steps completed successfully.

Select “Task Panel” to continue the configuration process, or “Finish”. If “Finish” is selected, simply restart the Config Tool to continue the configuration process.

Configure Web Server

Select the options below in the Config Tool to configure the web server.

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Select “Next”.

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Use the Oracle HTTP Server.

Select “Next”.

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Confirm the configuration tasks.

Select “Next”.

A command prompt will open.  A script will launch and eventually close.

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Confirm that the configuration was a success.

Select “Finish”.

Configure the Services

The services created by the Config Tool in the previous steps will be set to start automatically. I prefer setting these to start manually. They can then be started by running the pre-built startup and shutdown scripts.

** NOTE – Most infrastructure consultants create custom start/stop scripts.

To change the services to manual startup, navigate to Control Panel by selecting the “Start” button.

Select “Administration Tools”.

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Double-click “Services”. Scroll down to the Oracle services.

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Right-click on each Oracle service (except RDBMS services) and select “Properties”.

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Change the startup type to “Manual”.

Select “OK”.

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Perform this step for each service in the red square above. The remaining Oracle services are RDBMS-related, and can be left as-is.

Starting the EPM System

Restart your VM.

Navigate to the applications in Windows Server 2012.

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Take note of the two scripts above used to Start and Stop EPM services (circled in green).

Select the “Start EPM System” icon. A script will run to start the EPM services (this may take a bit). Once the script completes, confirm that all Oracle EPM services are running by navigating to Services.

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Alternatively, you may also review the startup logs in:

C:\Oracle\Middleware\user_projects\epmsystem1\diagnostics\logs\starter

The Moment of Truth . . .

Open a browser on your host.

Navigate to the following URL to access Workspace:

http://<INSERT SERVER NAME HERE>:19000/workspace/index.jsp

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Login with the Shared Services “admin” user ID and password.

Logout.

Navigate to the following URL to access the new simplified Hyperion Planning interface:

http://<INSERT SERVER NAME HERE>:8300/HyperionPlanning

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Login with the “admin” user ID and password.

A screen will be displayed stating that there are no applications (we will create an app in the next post).

Logout.

Run the script to shut down the EPM Services. Always try to gracefully shut down the services prior to shutting down your VM.

Take a snapshot.

Congratulations!!!  You now have your very own Hyperion Planning sandbox environment.

In the Next Post

Things should be looking very good at this point.  The next step is to build an actual Hyperion Planning application!  Click here for the last post in the series.

DIY Hyperion Planning – Install Hyperion Planning

Some Context . . .

This is the seventh post in a multi-part blog educating readers on how to build a personal “sandbox” environment for Hyperion Planning. Click here to see all nine posts in the series.

So far . . . so good . . .

In the previous posts, we laid the foundation for our Hyperion Planning environment. We completed the following steps:

  • Downloaded the Relevant Files
  • Created a Virtual Server
  • Installed and Configured the Server Operating System
  • Installed and Configured the Oracle RDBMS
  • Created our RDBMS Users and Schemas

Now would be a good time to take a snapshot of your virtual machine.

Installation Time

To begin the Hyperion Planning installation, navigate to the zipped files previously downloaded from e-delivery. Unzip all of the downloaded files. I recommend 7zip. Unzip these files from the host computer.

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You may receive warnings about the location of your unzipped files already having certain files in place. This is because Oracle sometimes packages the same file in multiple zip files, and should not cause concern.

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Simply select “Yes to All” when prompted. After unzipping, your folder structure will look something like this:

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Login to your VM. Navigate to the unzipped files (on your shared folder) and locate the file “installTool.cmd”. Right click on this file and select “Run as Administrator”.

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Select a language.

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Select “OK”.

The EPM System Installer will open.

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Make sure that the prerequisite checks all pass. If any of the four lines above do not have a check box, you must stop the installation, as something is wrong.

Assuming all four lines have a check next to them, select “Next”.

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Select a Middleware Home.

Select “Next”.

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Choose the install type (only one option will be available).

Select “Next”.

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Select the software to install.  Note that we are not really installing Financial Management above.  There is a required component under this product.

Select “Next”.

A .NET warning will appear.

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Select “OK”.

Confirm the components to be installed.

Select “Next” and the installation will begin. This portion will take some time.

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Ensure that everything was installed successfully. Select “Finish”. Take a snapshot before configuring the software.

In the Next Post

With Hyperion Planning installed, it’s time to move on to the configuration. Click here for the next post in this series.

DIY Hyperion Planning – Create the Repositories

Some Context . . .

This is the sixth post in a multi-part blog educating readers on how to build a personal “sandbox” environment for Hyperion Planning. Click here to see all nine posts in the series.

Configure Repositories

Most products in the EPM stack require a relational repository. In the steps below, we will create blank schemas in our Oracle 12c database. Later, these schemas will be populated automatically during product configuration. But for now, all we need are blank schemas, user ID’s and some general settings.

To get started, make sure your VM is up and running.

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Within your VM, open SQL Plus.

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Enter the user ID “system”. Use the password entered during the Oracle 12c installation . . . this is the administrative password.

Paste the following commands into SQL Plus:

/* Database Settings */
ALTER SYSTEM SET OPEN_CURSORS=5000 scope=SPFILE;
ALTER SYSTEM SET PROCESSES=1000 scope=SPFILE;
ALTER SYSTEM SET SESSIONS=2000 scope=SPFILE;
ALTER SYSTEM SET SESSION_CACHED_CURSORS=200 scope=SPFILE;

/* Increase Temp Tablespace Size */
ALTER DATABASE
TEMPFILE 'C:\APP\ORACLE_SA\ORADATA\ORCL\TEMP01.DBF'
DROP INCLUDING DATAFILES;

ALTER TABLESPACE TEMP ADD TEMPFILE
'C:\APP\ORACLE_SA\ORADATA\ORCL\TEMP01.DBF' SIZE 2G
AUTOEXTEND ON NEXT 500M MAXSIZE UNLIMITED;

/* Create EAS Repository */
CREATE SMALLFILE TABLESPACE EAS
DATAFILE 'C:\APP\ORACLE_SA\ORADATA\ORCL\EAS_DATA.dat'
SIZE 2G
AUTOEXTEND ON
NEXT 500M;
COMMIT;

CREATE USER EAS IDENTIFIED BY epm_EAS
DEFAULT TABLESPACE EAS TEMPORARY TABLESPACE TEMP ACCOUNT UNLOCK;
GRANT
CREATE ANY SYNONYM
, CREATE CLUSTER
, CREATE INDEXTYPE
, CREATE PROCEDURE
, CREATE SEQUENCE
, CREATE SESSION
, CREATE TABLE
, CREATE TRIGGER
, CREATE TYPE
, CREATE VIEW
, DROP ANY SYNONYM
, UNLIMITED TABLESPACE
TO EAS;

/* Create Shared Services Repository */
CREATE SMALLFILE TABLESPACE SS
DATAFILE 'C:\APP\ORACLE_SA\ORADATA\ORCL\SS_DATA.dat'
SIZE 2G
AUTOEXTEND ON
NEXT 500M;
COMMIT;

CREATE USER SS IDENTIFIED BY epm_SS
DEFAULT TABLESPACE SS TEMPORARY TABLESPACE TEMP ACCOUNT UNLOCK;
GRANT
CREATE ANY SYNONYM
, CREATE CLUSTER
, CREATE INDEXTYPE
, CREATE PROCEDURE
, CREATE SEQUENCE
, CREATE SESSION
, CREATE TABLE
, CREATE TRIGGER
, CREATE TYPE
, CREATE VIEW
, DROP ANY SYNONYM
, UNLIMITED TABLESPACE
TO SS;

/* Create EPMA Repository */
CREATE SMALLFILE TABLESPACE EPMA
DATAFILE 'C:\APP\ORACLE_SA\ORADATA\ORCL\EPMA_DATA.dat'
SIZE 2G
AUTOEXTEND ON
NEXT 500M;
COMMIT;

CREATE USER EPMA IDENTIFIED BY epm_EPMA
DEFAULT TABLESPACE EPMA TEMPORARY TABLESPACE TEMP ACCOUNT UNLOCK;
GRANT
CREATE ANY SYNONYM
, CREATE CLUSTER
, CREATE INDEXTYPE
, CREATE PROCEDURE
, CREATE SEQUENCE
, CREATE SESSION
, CREATE TABLE
, CREATE TRIGGER
, CREATE TYPE
, CREATE VIEW
, DROP ANY SYNONYM
, UNLIMITED TABLESPACE
TO EPMA;

/* Create Planning Repository */
CREATE SMALLFILE TABLESPACE PLANSYS
DATAFILE 'C:\APP\ORACLE_SA\ORADATA\ORCL\PLANSYS_DATA.dat'
SIZE 2G
AUTOEXTEND ON
NEXT 500M;
COMMIT;

CREATE USER PLANSYS IDENTIFIED BY epm_PLANSYS
DEFAULT TABLESPACE PLANSYS TEMPORARY TABLESPACE TEMP ACCOUNT UNLOCK;
GRANT
CREATE ANY SYNONYM
, CREATE CLUSTER
, CREATE INDEXTYPE
, CREATE PROCEDURE
, CREATE SEQUENCE
, CREATE SESSION
, CREATE TABLE
, CREATE TRIGGER
, CREATE TYPE
, CREATE VIEW
, DROP ANY SYNONYM
, UNLIMITED TABLESPACE
TO PLANSYS;

/* Create Planning App Repository */
CREATE SMALLFILE TABLESPACE PLANAPP1
DATAFILE 'C:\APP\ORACLE_SA\ORADATA\ORCL\PLANAPP1_DATA.dat'
SIZE 2G
AUTOEXTEND ON
NEXT 500M;
COMMIT;

CREATE USER PLANAPP1 IDENTIFIED BY epm_PLANAPP1
DEFAULT TABLESPACE PLANAPP1 TEMPORARY TABLESPACE TEMP ACCOUNT UNLOCK;
GRANT
CREATE ANY SYNONYM
, CREATE CLUSTER
, CREATE INDEXTYPE
, CREATE PROCEDURE
, CREATE SEQUENCE
, CREATE SESSION
, CREATE TABLE
, CREATE TRIGGER
, CREATE TYPE
, CREATE VIEW
, DROP ANY SYNONYM
, UNLIMITED TABLESPACE
TO PLANAPP1;

/* Create Calc Manager Repository */
CREATE SMALLFILE TABLESPACE CALC
DATAFILE 'C:\APP\ORACLE_SA\ORADATA\ORCL\CALC_DATA.dat'
SIZE 2G
AUTOEXTEND ON
NEXT 500M;
COMMIT;

CREATE USER CALC IDENTIFIED BY epm_CALC
DEFAULT TABLESPACE CALC TEMPORARY TABLESPACE TEMP ACCOUNT UNLOCK;
GRANT
CREATE ANY SYNONYM
, CREATE CLUSTER
, CREATE INDEXTYPE
, CREATE PROCEDURE
, CREATE SEQUENCE
, CREATE SESSION
, CREATE TABLE
, CREATE TRIGGER
, CREATE TYPE
, CREATE VIEW
, DROP ANY SYNONYM
, UNLIMITED TABLESPACE
TO CALC;

/* Create Reporting and Analysis Repository */
CREATE SMALLFILE TABLESPACE BIPLUS
DATAFILE 'C:\APP\ORACLE_SA\ORADATA\ORCL\BIPLUS_DATA.dat'
SIZE 2G
AUTOEXTEND ON
NEXT 500M;
COMMIT;

CREATE USER BIPLUS IDENTIFIED BY epm_BIPLUS
DEFAULT TABLESPACE BIPLUS TEMPORARY TABLESPACE TEMP ACCOUNT UNLOCK;
GRANT
CREATE ANY SYNONYM
, CREATE CLUSTER
, CREATE INDEXTYPE
, CREATE PROCEDURE
, CREATE SEQUENCE
, CREATE SESSION
, CREATE TABLE
, CREATE TRIGGER
, CREATE TYPE
, CREATE VIEW
, DROP ANY SYNONYM
, UNLIMITED TABLESPACE
TO BIPLUS;

The table below includes a summary of the repositories created in the SQL above.

Schema Description User ID Password
SS Shared Services SS epm_SS
EPMA Enterprise Performance Management Architect EPMA epm_EPMA
EAS Essbase Administration Services EAS epm_EAS
PLANSYS Planning System Repository PLANSYS epm_PLANSYS
PLANAPP1 Planning Application Repository PLANAPP1 epm_PLANAPP1
CALC Calculation Manager CALC epm_CALC
BIPLUS Financial Reporting and Web Analysis BIPLUS epm_BIPLUS

The following screenshot illustrates the creation of the EPMA repository and user:

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In the Next Post

Now that the application schemas and user ID’s have been created, we are finally ready to install Hyperion Planning and the related EPM products!!! Click here for the next post in the series.

DIY Hyperion Planning – Install Oracle RDBMS

Some Context . . .

This is the fifth post in a multi-part blog educating readers on how to build a personal “sandbox” environment for Hyperion Planning. Click here to see all nine posts in the series.

Installing the Oracle Database

Although Hyperion Planning stores the majority of its data in Essbase, most of the products in the EPM stack have relational repositories. For this reason, a relational database is required. In this example, we will use Oracle’s 12c database.

Shared Folders

Before we can install any software on our VM, we need to ensure that our server can see files stored on our host (because we downloaded all of the software on our host and there’s no point in storing these files on the VM as well). VMware Workstation has the ability to create “Shared” folders that show up as mapped drives on the VM. This makes it easy to access files on the host from the VM.

From VMware Workstation, right click on the server.

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Select “Settings”, then select the “Options” tab.

Select the “Shared Folders” setting.

Select the “Always Enabled” radio button. Check the box to map as a network drive.

Select “Add”. The following wizard will be displayed:

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Select “Next”.

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Browse to a directory. Make sure this directory contains the software downloaded from the second post in this series. (Note – you can map an entire drive if you want.) Provide a name for the shared folder.

Select “Next”.

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Select the check box to enable the share. Select “Finish”.

Select “OK”.

If your virtual server isn’t already running, start it.  Check to ensure you can access your host from the virtual machine in File Explorer.

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Install Oracle 12c

In the second post in this series, we downloaded the following files from edelivery:

File Contents
V38894-01 Part 1 of 2 Oracle Database 12c Release 1 (12.1.0.1.0) for Microsoft Windows x64 (64-bit) (Part 1 of 2)
V38894-01 Part 2 of 2 Oracle Database 12c Release 1 (12.1.0.1.0) for Microsoft Windows x64 (64-bit) (Part 2 of 2)

 

Unzip these files into a single directory on your host.

Make sure these files are available under the directory you shared in the steps above.

After logging into your virtual server, open File Explorer. Browse to the shared folder in “Network locations”.

Make sure you can access the Oracle 12c software that was previously unzipped on your host.

Open the “database” folder.

Right-click on “setup” and select “Run as administrator”. The Oracle Universal Installer will open.

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Enter your Oracle support contact information if desired. This is not required. Select “Next”.

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Enter Oracle Support credentials to download software or updates, or skip software updates.

Select “Next”.

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Select “Create and configure a database”. Select “Next”.

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Select “Desktop class”. Select “Next”.

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Select “Create New Windows User”. Enter a user ID and password. Write these down.

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Accept the default file locations.

Select the database edition.

Use the “AL32UTF8” Character set.

Enter an admin password.

DO NOT CREATE AS A CONTAINER DATABASE!!!  Please make sure this check box is not selected.

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The installer will check prerequisites and then present a summary of selected options.

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Select “Install”.  This part takes a while.  Eventually the screen below will be displayed.

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Select “OK”, then “Close”.

Update Oracle Networking Files

There are three key files that must be updated, called “tnsnames.ora”, “listener.ora” and “sqlnet.ora”.  These files are located in the following directory:

C:\app\Oracle_sa\product\12.1.0\dbhome_1\NETWORK\ADMIN

Edit the “listener.ora” file.  Update the HOST with the static IP address you assigned to the network adapter.

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Save the “listener.ora” file.

Edit the “tnsnames.ora” file.  Update the HOST with the static IP address you assigned to the network adapter.

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Note that the IP address is updated in two locations above.

Save the “tnsnames.ora” file.

Edit the “sqlnet.ora” file.  Add the line circled below.

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Save the “sqlnet.ora” file.

Shut down your VM and take a snapshot.

In the Next Post

With the relational database installed, it’s time to create the application repositories. Click here for the next post in the series.

DIY Hyperion Planning – Create a Virtual Server

Some Context . . .

This is the fourth post in a multi-part blog educating readers on how to build a personal “sandbox” environment for Hyperion Planning. Click here to see all nine posts in the series.

Creating a Virtual Machine

Now that VMware Workstation has been installed, the fun begins. The following steps will create a virtual server that runs on your host. In my case, the host is my laptop. Make sure you have your server operating system software available, along with any required license key.

To get started, launch VMware Workstation.

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Select “Create a New Virtual Machine”.

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Create a “Typical” VM. Select “Next”.

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Tell VMware where the Windows Server installation media is located. You can point to either a drive, or an ISO file. I’m using an ISO file above. Select “Next”.

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Select the version of Windows you are using. Enter the product key, user ID and password. This is the user ID and password that you will use to log into Windows Server 2012. Select “Next”.

 

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Enter a name for the virtual machine. This is not the actual “computer name” in Windows, but rather the name of the VM within VMware Workstation. I tend to use the same name from my VM and Windows computer name.

Provide a location for the files. I recommend creating a specific directory for each VM as many files are created. Having them all in a single directory makes it easier to move them around. Select “Next”.

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Give your VM somewhere around 70-100GB. You can use less space if you don’t intend on loading a lot of data into Essbase.

Make sure to select the option to split the VM files into multiple files. This will simplify moving these files at a later date. Select “Next”.

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Review your VM settings. Be especially aware of where you are placing the VM files as these can take significant space.

Some of these settings will be updated later. Select “Finish”.

VMware will begin installing Windows Server 2012 R2.

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The install takes a bit. Windows Server will eventually restart.

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Your server operating system is now installed on your VM, however there are some remaining configuration steps that are still required.

Changing the Server Name

After logging back into your virtual server, Server Manager should be displayed. Select the “Local Server” tab.

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Click on the server name (mine is “WIN-LPSIVO2KTLS” above, however yours will be different).

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Press the “Change” button, and provide a name for the virtual server.

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Select “OK”. After being prompted to restart, select “OK”. Close the System Properties window and select “Restart Now”.

Run Windows Update (Optional)

Navigate to Control Panel.  Select “System and Security”.  Under “Windows Update”, select “Check for Updates”.

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Select “Install Updates”. Get some coffee . . . this takes a while.

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Select “Restart Now”.

Firewalls

Firewalls can complicate the installation and configuration of certain EPM products. If you use your VM’s intermittently, you may consider turning off the firewall on your VM’s operating system. Please note that this would likely not be appropriate for a “real” environment. To turn off the Windows firewall on your VM, launch the Server Manager dashboard. Select “Local Server”.

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Click the “Public: On” link.

Select “Turn Windows Firewall on or off”. Turn off the firewall.

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Select “OK”.

Select “Finish”.

Assign Static IP Addresses

Navigate to Control Panel.

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Select “Network and Internet”.

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Select “Network and Sharing Center”.

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Select “Change Adapter Settings”.

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Right-click on the network adapter.  Select “Properties”.

Double-click on “Internet Protocol Version 4 (TCP/IPv4)”.

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Assign a “non-routable” IP address (like the one I used above).

Select “OK”, then select “OK” again.

Update the HOSTS File

Edit the hosts file located in:

C:\Windows\System32\drivers\etc

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Add the line circled above, using the static IP address you assigned to your network adapter. Make sure to use the name of your server.

Disable UAC

Before installing Hyperion Planning, UAC (User Account Control) must be deactivated. To do this, open a command prompt. Press the Windows Key then “X”.

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Select “Command Prompt (Admin)”.

Type “regedit” in the command prompt.

Navigate to “HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\policies\system”.

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Select the “system” member above.

Right-click the DWORD “EnableLUA”. Select “Modify”.

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Change the data value from 1 to 0. Select “OK”.

Restart the virtual server.

Miscellaneous VM Settings

Before going too far, now may be a good time to increase the memory and processors dedicated to the VM. I recommend 12GB of RAM for a “compact deployment” and 20GB for a regular deployment. I also start with 4 processors. These settings can be changed later on, so don’t worry too much about getting them exactly “right”.

Click on your VM’s memory under “Devices”.

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Increase memory and CPU count as required.

Select “OK”.

Photo Finish

At this point, your operating system is configured! After all of this work, it’s a good idea to take a snapshot in VMware Workstation. In the event that something goes wrong later in the installation, developers can revert to a snapshot so they aren’t starting over from scratch.

The ability to revert to a snapshot is the most incredibly awesome feature of any virtualization software. It allows developers to try things, make mistakes, and then revert to an old snapshot. It’s like a free “do-over”. But it only works if you actually take the snapshot, so take snapshots often. And be aware that they do take disk space.

Right-click on the server name in VMware Workstation and select “Snapshot”, then “Take Snapshot”.

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Take notes regarding the work done to date.

Select “Take Snapshot”.

Restart the VM.

In the Next Post

With the operating system installed, it’s time to install and configure the relational database. Click here for the next post in the series.

DIY Hyperion Planning – Install VMware Workstation

Some Context . . .

This is the third post in a multi-part blog educating readers on how to build a personal “sandbox” environment for Hyperion Planning. Click here to see all nine posts in the series.

Installing VMware Workstation

Before we can install Hyperion Planning, we need to create our virtual server. The first step is to install our virtualization software. In this example, we will be using VMware Workstation 11. Installing VMware Workstation is a fairly straightforward process. Start by double-clicking the VMware Workstation executable.

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Select “Next”.

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Accept the license agreement.

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Select “Typical” installation.

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Select the installation location. Select “Next”.

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Determine whether VMware Workstation checks for updates. Select “Next”.

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Determine whether usage data gets sent to VMware. Select “Next”.

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Determine which shortcuts get created. Select “Next”.

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Select “Continue” to begin the installation.

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Installation is in progress . . .

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Enter the license key.

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Success!  Select “Finish”.

In the Next Post

With VMware Workstation installed, it’s time to create a virtual server. Click here for the next post in the series.

DIY Hyperion Planning – Ingredient List

Some Context . . .

This is the second post in a multi-part blog educating readers on how to build a personal “sandbox” environment for Hyperion Planning. Click here to see all nine posts in the series. Please note that the contents of this post are not appropriate for building production environments. Please be sure to engage a qualified EPM Infrastructure consultant for any “real” environments.

Also, note that this post does not cover Oracle’s “Rapid Deployment” option for Hyperion Planning. Because the Rapid Deployment option excludes certain products and does not really teach the reader about Hyperion Planning’s infrastructure, this topic will not be addressed.

Decisions . . . Decisions . . .

Before building your very own Hyperion Planning environment, some upfront planning is required. The following key decisions will need to be made. Think of these as the main ingredients in your Hyperion Planning recipe:

  • What kind of hardware will be used?
  • What kind of virtualization software will be used?
  • What operating system will be used?
  • What relational database will be used?

There are many, many options regarding the questions above. Let’s explore these a bit.

Hardware

Because I run demos at client sites and conferences, I prefer to host my Hyperion Planning environment on my laptop. But not just any old laptop will do . . . you’ll want something that’s “workstation” quality. The two best options currently available are Lenovo’s “W” and Dell’s “Precision” lines of laptops. The following features are critical:

  • Quad-Core Processor
  • 16GB of RAM (at least . . . I prefer 32GB)
  • 500GB SSD

Could you run Hyperion Planning on something less? Maybe, but it will take a very long time to start, and it will perform poorly once it’s running. Could you use a desktop computer? Absolutely – the same hardware requirements apply, but it’s not portable. Could you use cloud infrastructure like Amazon Web Services? Yes – you’ll just be paying by the hour, and will be limited by your current location’s available bandwidth. In summary, make sure you have beefy enough hardware. Installing Hyperion Planning takes a while, and you don’t want to find out at the very end of the process that your installation was successful, but you underestimated your hardware requirements.

For this post, I’ll be using a somewhat old Lenovo W520 with a Core i7 processor, 32GB of RAM and a 1TB Samsung 840 Evo SSD.

Virtualization Software

There are a handful of virtualization options from which to choose. Pick the one you’re most comfortable with. For the purposes of this post, we will be using VMware Workstation 11. Microsoft Hyper-V and Oracle VM VirtualBox will also get the job done.

Operating System

For Hyperion Planning 11.1.2.4, most users will either install Microsoft Windows Server 2012 R2 or some flavor of Linux. Just remember that several products are still not supported on Linux, including DRM, parts of EPMA and Strategic Finance. HFM is not currently supported on Linux unless you have an Exalytics box. For this post, we’ll be using Windows Server 2012 R2.

Database

I have to admit, I really like SQL Server. It’s so easy.  But because many people reading this won’t have access to the software, we will use Oracle Database 12c.

Downloading Oracle Database

The Oracle Database files can be downloaded from e-delivery here. After signing in and accepting the terms, select “Oracle Database” and “Microsoft Windows x64 (64-bit)”. Select “Oracle Database 12c Release 1 (12.1.0.1.0) Media Pack for Microsoft Windows x64 (64-bit)”. The following files are required:

File Contents
V38893-01 Oracle Database 12c Release 1 Client (12.1.0.1.0) for Microsoft Windows x64 (64-bit)
V38894-01 Part 1 of 2 Oracle Database 12c Release 1 (12.1.0.1.0) for Microsoft Windows x64 (64-bit) (Part 1 of 2)
V38894-01 Part 2 of 2 Oracle Database 12c Release 1 (12.1.0.1.0) for Microsoft Windows x64 (64-bit) (Part 2 of 2)

Downloading Hyperion Planning

Within e-delivery, select the menu options “Oracle Enterprise Performance Management System” and “Microsoft Windows x64 (64-bit)”. The following files are required:

File Contents
V74007-01 EPM System Release 11.1.2.4.0 Installation Documents and Readmes
V74025-01 EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 1
V74031-01 EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 2
V74011-01 EPM System Release 11.1.2.4.0 Part 3
V74037-01 EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 4
V74044-01 EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 5
V74050-01 EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 6
V74056-01 EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 7
V74016-01 EPM System Release 11.1.2.4.0 Client Installers for Microsoft Windows
V29856-01 Oracle WebLogic Server 11gR1 (10.3.6) Generic and Coherence
V74019-01 EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Oracle HTTP Server

Ready . . . Set . . . Go!

At this point, you have all of your ingredients. You have:

  • Hardware
  • Virtualization Software
  • Operating System
  • Relational Database
  • Oracle Hyperion Software

In the Next Post

With all of the hardware and software ingredients lined up, it’s time to start building. We will begin by installing VMware Workstation 11 on your host. Next, we will create a virtual server and install our operating system and relational database.  Click here for the next post in the series.