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Maintaining and Caring for your EPM Environment 
September 4, 2014 Luis Castillo
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Agenda 
2 
Introductions 
General 
Log Files 
Periodic Maintenance Activities-Common Issues 
Monitoring your Environment 
Backups and Patches 
Questions
Introductions 
Luis Castillo– Director EPM Infrastructure 
•8+ years of EPM experience 
•5+ years as Infrastructure Consultant 
•Deep technical background in EPM applications and its required technologies across different platforms 
•Luis.castillo@emtecinc.com 
3
General
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
General 
•As with all applications, the EPM Suite of products require care and maintenance to ensure optimal condition and minimize downtime for Business users. 
•The purpose of this session is to talk about some of the basic, yet important steps to maintain your EPM environment and some of the basic troubleshooting steps. 
5
Log Files
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Log Files 
•The first step to troubleshoot issues is to review the application logs 
•Different type of logs: 
–Installation logs 
–Configuration logs 
–WebLogic Managed Server logs 
–Application Logs 
7
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Log Files 
•New Log Analysis utility introduced in 11.1.2.3 scans all logs and generates a report based on parameters 
•The report can be customized to show entries within the specified number of days, hours and minutes. It could also be generated to display entries by message type (Error, Warning, etc.) and other parameters 
•Below is a sample report 
8
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Log Files 
•Component Log location 
9 
Log Type 
Logs Location 
Installation Logs 
<DRIVE>:OracleMiddlewareEPMSystem11R1diagnosticslogsinstall 
EPM System Configurator Logs 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsconfig 
EPM System Diagnostics (also the location for the EPM System Validation Report) 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsvalidation 
Service Startup log for each WebLogic Managed Server (detail level log and error information log) 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsservices 
WebLogic Activity Logs 
<DRIVE>:OracleMiddlewareuser_projectsdomainsEPMSystemservers<MANAGED_SERVER>logs 
Essbase Server Logs 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsessbase essbase_0 (where 0 is the Essbase instance number) 
Essbase Application Logs 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsessbase essbase_0 <APP> 
HFM Logs 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogshfm 
Planning Logs 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsplanning
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Log Files 
•Foundation (Shared Services and Workspace) Logs 
10 
Default Log Location 
Log File Name and Contents 
MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/ FoundationServices0/logs 
FoundationServices0.log–Server and security activity 
SharedServices_Admin.log–Applications Groups management activity 
SharedServices_Audit.log–Audit server errors while reading/writing audit information to the database or while configuring auditing 
SharedServices_Audit_Client.log–Information about the audit client 
SharedServices_CMSClient.log–Metadata Service client activity 
SharedServices_Hub.log–Shared Services listener and initialization activity 
SharedServices_ImportExport.log– 
SharedServices_LCM.log–Lifecycle Management activity when it is run from EPM Workspace 
SharedServices_Registry.log–Shared Services Registry activity 
SharedServices_Security.log–User management, provisioning, authentication, and single sign-on activity 
Workspace.log–EPM Workspace error and informational messages
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Log Files 
11 
•EPM Application logs 
Default Log Location 
Log File Name and Contents 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogs planning 
UserProvisionSync.log–Security refresh information, such as provisioning or “user not found” issues 
Planning utility logs–A log for each Planning utility 
PlanningAppUpgradeLog_application_name.txt–An upgrade log for each upgraded Planning application 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogs hfm 
EPMWindowsConfig.log—Activity related to Financial Management- specific configuration tasks 
hfm.odl.log—Financial Management core activity 
HsvEventLog.log—Financial Management activity 
InteropJava.log—Financial Management interop activity 
<DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogs essbaseessbase_0, where 0 is an instance number 
ESSBASE.LOG–Essbase Server activities and errors 
dataload_ODL.err–Data load and dimension build errors 
log0000x.xcp–Errors that result when Essbase Server stops abnormally
Periodic Maintenance Activities-Common Issues
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Periodic Maintenance Activities 
•Periodic maintenance activities can help prevent issues and minimize performance slowdowns 
•The activities below should be performed periodically 
•Common: 
–Exclude the installation folder from automatic (<DRIVE>:OracleMiddleware) because this impacts performance 
–Virus scan should be scheduled to happen during maintenance period 
–Archive log files: Logs can become very large and may affect performance and may cause disk space shortage 
–Review patches periodically for potential defect resolution 
•HFM: 
–HFM Error and Audit Tables can impact performance after 500,000 rows 
–Archive and truncate the following HFM Tables 
•Quarterly: HFM_ERRORLOG 
•Yearly: <HFM_APP>_DATA_AUDIT 
•Yearly: <HFM_APP>_TASK_AUDIT 
13
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Common Issues 
•The table below provides a list of the most common issues and possible solutions 
14 
Issue 
Possible Solution 
Receive “Page Cannot be Displayed” when trying to access Workspace or Shared Services (HTTP Error 404) 
Ensure that the web server (IIS or Oracle HTTP Server) is running. Also, ensure that the services for the web component is also running 
External users (Active Directory) cannot login while native users can 
Ensure the connection information for Active Directory is correct and the password for the AD account has not changed. Engage AD Administrator 
Web application service crashes and log reports out of memory error 
Increase the Java Heap Size for the application. This can be done via the Windows Registry or via the startup script in non-Windows environments 
Essbase Service starts and stops immediately 
Verify that the drive did not run out of space. It is recommended that there is as much free space available as the largest Essbase cube to accommodate database restructures 
Essbase does not start 
The most common reason for Essbase to not start is a corrupted Security file. This happens if Essbase quit unexpectedly or due to ungraceful shutdown. 
Restore the Security file from its last backup
Monitoring your Environment
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Monitoring your Environment 
•Constantly monitoring the environment and resources will help avoid issues with the applications 
•Use Enterprise monitoring tools to alert on service failures, memory shortage, disk space, disk performance and CPU utilization. Below is an example on some statistics that can be monitored: 
16 
Windows Server Resource Monitoring 
Memory: % Committed Bytes In Use 
Memory: Page Faults/sec 
PhysicalDisk: Current Disk Queue Length 
PhysicalDisk: Disk Read Bytes/sec 
PhysicalDisk: Disk Reads/sec 
PhysicalDisk: Disk Write Bytes/sec 
PhysicalDisk: Disk Writes/sec 
Processor: % Idle Time 
Processor: Interrupts/sec 
System: Threads 
SAN Monitoring 
Storage Area Network (SAN) devices are now a standard infrastructure. They tend to be shared by many servers and can act as a performance bottleneck if not properly configured, low on internal caches, or many servers are using the same SAN port. 
Network Monitoring 
Network switches and routers link all the servers and a failure or intermittent errors will cause connectivity issues. Automated alerts should be sent on high utilization and/or if key error conditions occur.
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Monitoring your Environment - Alerts 
•When setting up alerts on server resources, the following can be used as threshold: 
–Available Space on Drive: 25% or less - On Essbase servers, as much space as the largest cube 
–Available Memory: 10% or less – when the server runs out of physical memory, it uses virtual memory which is slower and impacts performance 
–CPU Utilization: 90% - review processes running and “stuck” applications. Review application logs for possible errors 
•When receiving alerts of application failures or service crash, archive the logs first, and then restart the service(s). Some logs are deleted during startup. 
17
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Monitoring your Environment 
•On highly available environments using a load balancer, ensure the load balancer does health checks on the applications so that the load balancer does not route traffic to an unavailable server 
•On Virtual Environments, monitor performance statistics on the physical host(s) 
•Do not overcommit physical hosts with VMs. This severely impacts the performance and it is the most common reason for poor performance in virtual environments 
18
Backups and Patches
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Backups 
• Relational Database Backups 
–Incremental backups should occur daily with a full database backup on a weekly basis 
–The Reporting and Analysis Database should be backed up in conjunction with its physical file repository: (Default Location) <Drive>OracleMiddlewareuser_projectsepmsystemxReportingAnalysisdataRM1 
•Application Server Backup 
–Daily incremental backups of the following with a full weekly backup: 
•System registry 
•Temporary directories 
•User profile directories 
•Application file system 
20
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Backups 
• Essbase Backups 
–It is recommended to backup Essbase on a nightly basis 
–Essbase should be shut down prior to backup. If Essbase is running, some files will not be backed up. 
–Below are the Essbase files that should be backed up: ARBORPATH = <DRIVE>:OracleMiddlewareuser_projectsepmsystemxEssbaseServeressbaseserver1 
21 
File 
Description 
Location 
essxxxxx.ind* 
Essbase index file 
ARBORPATH/app/appname/dbname/ 
essxxxxx.pag* 
Essbase data file 
ARBORPATH/app/appname/dbname/ 
dbname.esm 
Essbase Kernel file that contains control information used for 
database recovery 
ARBORPATH/app/appname/dbname/ 
dbname.tct 
Transaction control table 
ARBORPATH/app/appname/dbname/ 
dbname.ind 
Free fragment file for data and index free fragments 
ARBORPATH/app/appname/dbname/ 
dbname.app 
Application file containing application settings 
ARBORPATH/app/ 
dbname.db 
Database file containing database settings 
ARBORPATH/app/appname/dbname/ 
x.lro 
Linked reporting objects 
ARBORPATH/app/appname/dbname/ 
essbase.sec 
Essbase security file 
ARBORPATH/bin/ 
essbase.bak 
Backup of the Essbase security file 
ARBORPATH/bin/ 
essbase.cfg 
Essbase Server configuration file 
ARBORPATH/bin/ 
.otl 
.csc 
.rul 
.rep 
.eqd 
.sel 
Database artifact files 
ARBORPATH/app/appname/dbname/
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Patches 
•Develop a plan for periodic maintenance and patching 
•Search for patches on your licensed products periodically 
–HFM, Planning, Essbase, etc. 
–When searching for patches, include other components in the EPM suite: Foundation (Shared Services and Workspace), Reporting and Analysis, etc. 
•Apply patches only applicable to your environment 
–Patches should be applied to non-production environments first 
–Review the patch notes for compatible releases, OS, defect(s) fixed 
–Apply patches to client machines if required by the patch 
•Review patches for components such as Oracle HTTP Server and Java. OHS is a web server and it can be vulnerable 
22
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Patches 
•What to look for in a patch: 
–Look at the list of fixes and ensure the patch applies to your environment 
–Review the prerequisites – the most ignored section yet one of the most important 
–Apply OS Patches or patches to other components in the suite required by the patch you’re installing 
–Some patches require post installation activities, make sure to review them in the readme file 
23
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 
Questions 
24
THANK YOU FOR YOUR TIME 
Please visit us online at www.emtecinc.com

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Care and Maintenance of Your EPM Environment

  • 1. Maintaining and Caring for your EPM Environment September 4, 2014 Luis Castillo
  • 2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Agenda 2 Introductions General Log Files Periodic Maintenance Activities-Common Issues Monitoring your Environment Backups and Patches Questions
  • 3. Introductions Luis Castillo– Director EPM Infrastructure •8+ years of EPM experience •5+ years as Infrastructure Consultant •Deep technical background in EPM applications and its required technologies across different platforms •Luis.castillo@emtecinc.com 3
  • 5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. General •As with all applications, the EPM Suite of products require care and maintenance to ensure optimal condition and minimize downtime for Business users. •The purpose of this session is to talk about some of the basic, yet important steps to maintain your EPM environment and some of the basic troubleshooting steps. 5
  • 7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Log Files •The first step to troubleshoot issues is to review the application logs •Different type of logs: –Installation logs –Configuration logs –WebLogic Managed Server logs –Application Logs 7
  • 8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Log Files •New Log Analysis utility introduced in 11.1.2.3 scans all logs and generates a report based on parameters •The report can be customized to show entries within the specified number of days, hours and minutes. It could also be generated to display entries by message type (Error, Warning, etc.) and other parameters •Below is a sample report 8
  • 9. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Log Files •Component Log location 9 Log Type Logs Location Installation Logs <DRIVE>:OracleMiddlewareEPMSystem11R1diagnosticslogsinstall EPM System Configurator Logs <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsconfig EPM System Diagnostics (also the location for the EPM System Validation Report) <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsvalidation Service Startup log for each WebLogic Managed Server (detail level log and error information log) <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsservices WebLogic Activity Logs <DRIVE>:OracleMiddlewareuser_projectsdomainsEPMSystemservers<MANAGED_SERVER>logs Essbase Server Logs <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsessbase essbase_0 (where 0 is the Essbase instance number) Essbase Application Logs <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsessbase essbase_0 <APP> HFM Logs <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogshfm Planning Logs <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogsplanning
  • 10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Log Files •Foundation (Shared Services and Workspace) Logs 10 Default Log Location Log File Name and Contents MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/ FoundationServices0/logs FoundationServices0.log–Server and security activity SharedServices_Admin.log–Applications Groups management activity SharedServices_Audit.log–Audit server errors while reading/writing audit information to the database or while configuring auditing SharedServices_Audit_Client.log–Information about the audit client SharedServices_CMSClient.log–Metadata Service client activity SharedServices_Hub.log–Shared Services listener and initialization activity SharedServices_ImportExport.log– SharedServices_LCM.log–Lifecycle Management activity when it is run from EPM Workspace SharedServices_Registry.log–Shared Services Registry activity SharedServices_Security.log–User management, provisioning, authentication, and single sign-on activity Workspace.log–EPM Workspace error and informational messages
  • 11. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Log Files 11 •EPM Application logs Default Log Location Log File Name and Contents <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogs planning UserProvisionSync.log–Security refresh information, such as provisioning or “user not found” issues Planning utility logs–A log for each Planning utility PlanningAppUpgradeLog_application_name.txt–An upgrade log for each upgraded Planning application <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogs hfm EPMWindowsConfig.log—Activity related to Financial Management- specific configuration tasks hfm.odl.log—Financial Management core activity HsvEventLog.log—Financial Management activity InteropJava.log—Financial Management interop activity <DRIVE>:OracleMiddlewareuser_projectsepmsystemxdiagnosticslogs essbaseessbase_0, where 0 is an instance number ESSBASE.LOG–Essbase Server activities and errors dataload_ODL.err–Data load and dimension build errors log0000x.xcp–Errors that result when Essbase Server stops abnormally
  • 13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Periodic Maintenance Activities •Periodic maintenance activities can help prevent issues and minimize performance slowdowns •The activities below should be performed periodically •Common: –Exclude the installation folder from automatic (<DRIVE>:OracleMiddleware) because this impacts performance –Virus scan should be scheduled to happen during maintenance period –Archive log files: Logs can become very large and may affect performance and may cause disk space shortage –Review patches periodically for potential defect resolution •HFM: –HFM Error and Audit Tables can impact performance after 500,000 rows –Archive and truncate the following HFM Tables •Quarterly: HFM_ERRORLOG •Yearly: <HFM_APP>_DATA_AUDIT •Yearly: <HFM_APP>_TASK_AUDIT 13
  • 14. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Common Issues •The table below provides a list of the most common issues and possible solutions 14 Issue Possible Solution Receive “Page Cannot be Displayed” when trying to access Workspace or Shared Services (HTTP Error 404) Ensure that the web server (IIS or Oracle HTTP Server) is running. Also, ensure that the services for the web component is also running External users (Active Directory) cannot login while native users can Ensure the connection information for Active Directory is correct and the password for the AD account has not changed. Engage AD Administrator Web application service crashes and log reports out of memory error Increase the Java Heap Size for the application. This can be done via the Windows Registry or via the startup script in non-Windows environments Essbase Service starts and stops immediately Verify that the drive did not run out of space. It is recommended that there is as much free space available as the largest Essbase cube to accommodate database restructures Essbase does not start The most common reason for Essbase to not start is a corrupted Security file. This happens if Essbase quit unexpectedly or due to ungraceful shutdown. Restore the Security file from its last backup
  • 16. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Monitoring your Environment •Constantly monitoring the environment and resources will help avoid issues with the applications •Use Enterprise monitoring tools to alert on service failures, memory shortage, disk space, disk performance and CPU utilization. Below is an example on some statistics that can be monitored: 16 Windows Server Resource Monitoring Memory: % Committed Bytes In Use Memory: Page Faults/sec PhysicalDisk: Current Disk Queue Length PhysicalDisk: Disk Read Bytes/sec PhysicalDisk: Disk Reads/sec PhysicalDisk: Disk Write Bytes/sec PhysicalDisk: Disk Writes/sec Processor: % Idle Time Processor: Interrupts/sec System: Threads SAN Monitoring Storage Area Network (SAN) devices are now a standard infrastructure. They tend to be shared by many servers and can act as a performance bottleneck if not properly configured, low on internal caches, or many servers are using the same SAN port. Network Monitoring Network switches and routers link all the servers and a failure or intermittent errors will cause connectivity issues. Automated alerts should be sent on high utilization and/or if key error conditions occur.
  • 17. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Monitoring your Environment - Alerts •When setting up alerts on server resources, the following can be used as threshold: –Available Space on Drive: 25% or less - On Essbase servers, as much space as the largest cube –Available Memory: 10% or less – when the server runs out of physical memory, it uses virtual memory which is slower and impacts performance –CPU Utilization: 90% - review processes running and “stuck” applications. Review application logs for possible errors •When receiving alerts of application failures or service crash, archive the logs first, and then restart the service(s). Some logs are deleted during startup. 17
  • 18. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Monitoring your Environment •On highly available environments using a load balancer, ensure the load balancer does health checks on the applications so that the load balancer does not route traffic to an unavailable server •On Virtual Environments, monitor performance statistics on the physical host(s) •Do not overcommit physical hosts with VMs. This severely impacts the performance and it is the most common reason for poor performance in virtual environments 18
  • 20. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Backups • Relational Database Backups –Incremental backups should occur daily with a full database backup on a weekly basis –The Reporting and Analysis Database should be backed up in conjunction with its physical file repository: (Default Location) <Drive>OracleMiddlewareuser_projectsepmsystemxReportingAnalysisdataRM1 •Application Server Backup –Daily incremental backups of the following with a full weekly backup: •System registry •Temporary directories •User profile directories •Application file system 20
  • 21. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Backups • Essbase Backups –It is recommended to backup Essbase on a nightly basis –Essbase should be shut down prior to backup. If Essbase is running, some files will not be backed up. –Below are the Essbase files that should be backed up: ARBORPATH = <DRIVE>:OracleMiddlewareuser_projectsepmsystemxEssbaseServeressbaseserver1 21 File Description Location essxxxxx.ind* Essbase index file ARBORPATH/app/appname/dbname/ essxxxxx.pag* Essbase data file ARBORPATH/app/appname/dbname/ dbname.esm Essbase Kernel file that contains control information used for database recovery ARBORPATH/app/appname/dbname/ dbname.tct Transaction control table ARBORPATH/app/appname/dbname/ dbname.ind Free fragment file for data and index free fragments ARBORPATH/app/appname/dbname/ dbname.app Application file containing application settings ARBORPATH/app/ dbname.db Database file containing database settings ARBORPATH/app/appname/dbname/ x.lro Linked reporting objects ARBORPATH/app/appname/dbname/ essbase.sec Essbase security file ARBORPATH/bin/ essbase.bak Backup of the Essbase security file ARBORPATH/bin/ essbase.cfg Essbase Server configuration file ARBORPATH/bin/ .otl .csc .rul .rep .eqd .sel Database artifact files ARBORPATH/app/appname/dbname/
  • 22. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Patches •Develop a plan for periodic maintenance and patching •Search for patches on your licensed products periodically –HFM, Planning, Essbase, etc. –When searching for patches, include other components in the EPM suite: Foundation (Shared Services and Workspace), Reporting and Analysis, etc. •Apply patches only applicable to your environment –Patches should be applied to non-production environments first –Review the patch notes for compatible releases, OS, defect(s) fixed –Apply patches to client machines if required by the patch •Review patches for components such as Oracle HTTP Server and Java. OHS is a web server and it can be vulnerable 22
  • 23. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Patches •What to look for in a patch: –Look at the list of fixes and ensure the patch applies to your environment –Review the prerequisites – the most ignored section yet one of the most important –Apply OS Patches or patches to other components in the suite required by the patch you’re installing –Some patches require post installation activities, make sure to review them in the readme file 23
  • 24. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Questions 24
  • 25. THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com