Upgrading	  to	  Oracle	  EPM	  11.1.2	     —	  A	  Real	  Life	  Experience	                 Erica	  Harris	             ...
Biography	  •    Oracle	  DBA	  since	  1996	  •    Hyperion	  Administrator	  since	  2004	  •    Oracle	  EPM	  Administ...
Agenda	  •    Background	  •    Environment	  •    Changes	  to	  the	  EPM	  Architecture	  •    InstallaTon	  and	  Confi...
History	  •  1997	  WRC	  buys	  Brio	  Intelligence	  as	  corporate	     reporTng	  tool.	  •  2003	  Hyperion	  acquire...
History	  conTnued	  •  2009	  upgrade	  from	  9.3.1	  to	  11.1.1.2	  •  2011	  upgrade	  from	  11.1.1.2	  to	  11.1.2....
Environment	                      Pre-­‐Upgrade	  V11.1.1.2.0	  •    Essbase	  –	  Windows	  Server	  2003	  64-­‐bit	  • ...
Environment	                        Post-­‐Upgrade	  V11.1.2.1.0	  •    Essbase	  –	  Windows	  Server	  2008	  R2	  64-­‐...
Changes	  to	  Architecture	  •  Workspace	  now	  part	  of	  FoundaTon	  Services.	     Just	  one	  JVM	  for	  the	  W...
Changes	  to	  Architecture	  cont	  •  Oracle	  HTTP	  Server	  default	  Web	  Server.	     Managed	  by	  OPMN.	  •  No...
Changes	  to	  Architecture	  cont	  •  Middleware	  Home	  —	  oraclemiddleware	  •  EPM	  Oracle	  Home	  —	  soeware,	 ...
InstallaTon	  •  On	  Windows	  2008	  R2,	  turn	  off	  UAC.	  •  Map	  network	  drive	  to	  soeware	  installaTon	    ...
ConfiguraTon	  •  In	  a	  distributed	  environment,	  use	  a	  new	  EPM	     Oracle	  Instance	  name	  for	  each	  se...
Client	  Changes	  •  IE7	  and	  8	  support	  –	  no	  IE6.	  •  Firefox	  	  3.5+	  (incl	  Linux	  &	  Mac	  OS	  X)	 ...
V11.1.1.x	   The most comprehensive Oracle applications & technology content under one roof
V11.1.2.1	   The most comprehensive Oracle applications & technology content under one roof
New	  Features	  —	  Planning	  Approvals	  •  Process	  Management	  reincarnated.	  	  •  New	  roles:	  Approvals	  Adm...
New	  Features	  —	  Planning	  Approvals	  cont	  •  Improved	  diagnosTcs	  •  Planning	  Unit	  Usage	                 ...
New	  Features	  —	  Planning	  •    Fiscal	  Year	  Calendars	  •    Data	  form	  design	  •    Data	  ValidaTon	  Rules...
New	  Features	  —	  Planning	  •  Upgrade	  wizard	  •  Ad	  hoc	  grids.	  New	  roles:	  Ad	  Hoc	  Grid	  Creator,	   ...
New	  Features	  — SmartView	  •  Office	  2010	  32-­‐bit	  support	  •  Outlook	  IntegraTon	  —	  Task	  lists	  from	  P...
The most comprehensive Oracle applications & technology content under one roof
Close	     Execute	                            Mark	  as	  Complete	                                       The most compre...
New	  Features	  — SmartView	  •  Shared	  ConnecTons	  –	  set	  up	  URL	  in	     SmartView,	  OpTons,	  Advanced	     ...
New	  Features	  — SmartView	              The most comprehensive Oracle applications & technology content under one roof
New	  Features	  — SmartView	  •  Ad	  Hoc	  Grids	  —	  can	  save	  as	  data	  forms.	     Replaces	  Smart	  Slice	  f...
New	  Features	  — LCM	  •  Can	  now	  migrate	  Essbase	  applicaTon	  cube	     data.	  •  Can	  create	  the	  applica...
InteracTve	  ReporTng	  •  CMC	  now	  incorporated	  into	  the	  Administer	     module.	  •  SFTP	  now	  available	  f...
Conclusions	  •  Read	  the	  upgrade	  documentaTon	  very,	  very	     carefully.	  •  Allow	  lots	  of	  Tme	  for	  t...
Conclusions	  •  Use	  the	  tools	  provided:	      WebLogic	  Admin	  Console	      EPM	  System	  DiagnosTcs	      SQL	...
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Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf

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Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf

  1. 1. Upgrading  to  Oracle  EPM  11.1.2   —  A  Real  Life  Experience   Erica  Harris   Senior  Oracle  DBA   Waikato  Regional  Council   The most comprehensive Oracle applications & technology content under one roof
  2. 2. Biography  •  Oracle  DBA  since  1996  •  Hyperion  Administrator  since  2004  •  Oracle  EPM  Administrator  since  2008  •  Apex  Developer  •  Life  member  of  and  Secretary  for  NZOUG   www.nzoug.org   The most comprehensive Oracle applications & technology content under one roof
  3. 3. Agenda  •  Background  •  Environment  •  Changes  to  the  EPM  Architecture  •  InstallaTon  and  ConfiguraTon  •  New  ApplicaTon  Features  •  Conclusions   The most comprehensive Oracle applications & technology content under one roof
  4. 4. History  •  1997  WRC  buys  Brio  Intelligence  as  corporate   reporTng  tool.  •  2003  Hyperion  acquires  Brio  CorporaTon.   Architecture  changes  from  client  server  to   three  Ter,  Hyperion  Performance  Suite.  •  2007  Oracle  acquires  Hyperion.  Rebranded   Oracle  EPM.  •  2008  WRC  implements  Hyperion  Planning.   The most comprehensive Oracle applications & technology content under one roof
  5. 5. History  conTnued  •  2009  upgrade  from  9.3.1  to  11.1.1.2  •  2011  upgrade  from  11.1.1.2  to  11.1.2.1   The most comprehensive Oracle applications & technology content under one roof
  6. 6. Environment   Pre-­‐Upgrade  V11.1.1.2.0  •  Essbase  –  Windows  Server  2003  64-­‐bit  •  Workspace,  ReporTng  &  Analysis  (IR  and  FR)  –   Windows  Server  2003  32-­‐bit  •  Shared  Services,  Planning  –  Windows  Server   2003  32-­‐bit  •  Oracle  for  repository  database   The most comprehensive Oracle applications & technology content under one roof
  7. 7. Environment   Post-­‐Upgrade  V11.1.2.1.0  •  Essbase  –  Windows  Server  2008  R2  64-­‐bit  •  ReporTng  &  Analysis  –  Windows  Server  2008   R2  64-­‐bit  •  Shared  Services,  Workspace,  Planning  –   Windows  Server  2008  R2  64-­‐bit  •  Oracle  for  repository  database   The most comprehensive Oracle applications & technology content under one roof
  8. 8. Changes  to  Architecture  •  Workspace  now  part  of  FoundaTon  Services.   Just  one  JVM  for  the  Web  applicaTon.  •  WebLogic  Server  now  default  ApplicaTon   Server  instead  of  Tomcat.  •  Supports  Windows  2008  R2  32-­‐  and  64-­‐bit.  •  Oracle  repository  database  character  set  •  Essbase  service  managed  by  OPMN.   The most comprehensive Oracle applications & technology content under one roof
  9. 9. Changes  to  Architecture  cont  •  Oracle  HTTP  Server  default  Web  Server.   Managed  by  OPMN.  •  No  more  OpenLDAP.  •  Oracle  DiagnosTc  Logging   The most comprehensive Oracle applications & technology content under one roof
  10. 10. Changes  to  Architecture  cont  •  Middleware  Home  —  oraclemiddleware  •  EPM  Oracle  Home  —  soeware,  oracle middlewareepmsystem11r1.  •  EPM  Oracle  Instance  —  component   configuraTon  file  and  scripts  oraclemiddleware user_projectsepmsystem1  •  Web  ApplicaTons  —  oraclemiddleware domainsepmsystem   The most comprehensive Oracle applications & technology content under one roof
  11. 11. InstallaTon  •  On  Windows  2008  R2,  turn  off  UAC.  •  Map  network  drive  to  soeware  installaTon   locaTon,  won’t  use  UNC.   The most comprehensive Oracle applications & technology content under one roof
  12. 12. ConfiguraTon  •  In  a  distributed  environment,  use  a  new  EPM   Oracle  Instance  name  for  each  server.  •  Can’t  configure  to  a  shared  locaTon  on   Windows.  •  Shared  Services  admin  user  password  now  set   during  configuraTon.  •  Simplified  manual  deployment  of  Web   applicaTons.   The most comprehensive Oracle applications & technology content under one roof
  13. 13. Client  Changes  •  IE7  and  8  support  –  no  IE6.  •  Firefox    3.5+  (incl  Linux  &  Mac  OS  X)  but  with  a   few  caveats  •  MS  Office:  2003  to  2010  for  Windows.  •  JDK  1.6+  •  Look  and  feel   The most comprehensive Oracle applications & technology content under one roof
  14. 14. V11.1.1.x   The most comprehensive Oracle applications & technology content under one roof
  15. 15. V11.1.2.1   The most comprehensive Oracle applications & technology content under one roof
  16. 16. New  Features  —  Planning  Approvals  •  Process  Management  reincarnated.    •  New  roles:  Approvals  Administrator,   Approvals  Ownership  Assigner,  Approvals   Process  Designer,  Approvals  Supervisor.  •  Can  use  UDAs  to  dynamically  assign   usernames  in  validaTon  rules  for  noTficaTon   of  owners,  reviewers  and  users.   The most comprehensive Oracle applications & technology content under one roof
  17. 17. New  Features  —  Planning  Approvals  cont  •  Improved  diagnosTcs  •  Planning  Unit  Usage   The most comprehensive Oracle applications & technology content under one roof
  18. 18. New  Features  —  Planning  •  Fiscal  Year  Calendars  •  Data  form  design  •  Data  ValidaTon  Rules  •  CalculaTon  module  for  Classic  applicaTons:   CalculaTon  Manager  or  Business  Rules.     The most comprehensive Oracle applications & technology content under one roof
  19. 19. New  Features  —  Planning  •  Upgrade  wizard  •  Ad  hoc  grids.  New  roles:  Ad  Hoc  Grid  Creator,   Ad  Hoc  User.  New  funcTonality.  •  Smart  Lists  •  Xwrite  –  push  data  to  other  cubes.    •  Composite  forms  –  tabs  and  more  opTons  for   layout.   The most comprehensive Oracle applications & technology content under one roof
  20. 20. New  Features  — SmartView  •  Office  2010  32-­‐bit  support  •  Outlook  IntegraTon  —  Task  lists  from  Planning   and  Financial  Close  Management     The most comprehensive Oracle applications & technology content under one roof
  21. 21. The most comprehensive Oracle applications & technology content under one roof
  22. 22. Close   Execute   Mark  as  Complete   The most comprehensive Oracle applications & technology content under one roof
  23. 23. New  Features  — SmartView  •  Shared  ConnecTons  –  set  up  URL  in   SmartView,  OpTons,  Advanced   hqp://<SS  Server>:19000/workspace/…   The most comprehensive Oracle applications & technology content under one roof
  24. 24. New  Features  — SmartView   The most comprehensive Oracle applications & technology content under one roof
  25. 25. New  Features  — SmartView  •  Ad  Hoc  Grids  —  can  save  as  data  forms.   Replaces  Smart  Slice  funcTonality.   The most comprehensive Oracle applications & technology content under one roof
  26. 26. New  Features  — LCM  •  Can  now  migrate  Essbase  applicaTon  cube   data.  •  Can  create  the  applicaTon  shell  during  import   for  Essbase,  Planning  and  Financial   Management  ApplicaTons.   The most comprehensive Oracle applications & technology content under one roof
  27. 27. InteracTve  ReporTng  •  CMC  now  incorporated  into  the  Administer   module.  •  SFTP  now  available  for  distribuTon  of  report   output.  •  New  roles:  IR  HTML  Viewer  and  IR  WebClient   Viewer.   The most comprehensive Oracle applications & technology content under one roof
  28. 28. Conclusions  •  Read  the  upgrade  documentaTon  very,  very   carefully.  •  Allow  lots  of  Tme  for  the  first  installaTon  and   setup.  •  PracTce.  •  Use  a  reliable  consulTng  source.  •  Opportunity.  Allow  Tme  for  tesTng  new   features  and  improved  funcTonality.   The most comprehensive Oracle applications & technology content under one roof
  29. 29. Conclusions  •  Use  the  tools  provided:   WebLogic  Admin  Console   EPM  System  DiagnosTcs   SQL  Developer   My  Oracle  Support   CerTficaTon  Matrix  •  Training     The most comprehensive Oracle applications & technology content under one roof

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