This document provides step-by-step instructions to install and configure the EPM11.1.2.2 software. It involves setting up a VM, installing prerequisite software like Oracle Client and IIS, running the installation tool to install various EPM components, and configuring the components which includes creating schemas, deploying web applications, and configuring services. The configuration is done for modules like Foundation, R&A, Essbase, HFM, and Planning.

1. Title:EPM11.1.2.2 InstallationandConfigurationSteps
CreatedBy:DeekshaGupta
CreatedDate:31st
Jan 2015
ModifiedBy:
ModifiedDate:
PART I – SetupVM
Step1: Copythe BlankVM.
Step2:Rename the VMname accordingly.

2. Step3:Openthe VM folderandstartthe .vmx file.

3. Step4: Nowfirstchange the VMsettings
a) Assignatleast2GB of memory

4. b) Change ‘SharedFolders’setting

5. c) Change the VMname

6. Step5: NowPoweronthe VM.
Step6: Change the IPand computername of VM.

7. PART II– EPM11.1.2.2 Installation
Step1: Copythe unzippedEPMfilestoC drive of VM.

8. Step2: Copythe Oracle foldertoC drive of VM.
Step3: Install the Oracle Client(EPMA andHFMconfigurationusesit)

9. Step4: Runthe installTool.cmd tool
a) Selectlanguage English

10. b) The welcome screenwill checkthe prerequisite like hostname /OperatingSystem/Memory/
Oracle Client.Checkif all are available ornotandClickon Next.
c) Enterthe locationof Middleware Home andclickon next.

11. d) Select‘NewInstallation’asinstall type andclickonnext.
e) Uncheck all productcomponentsandcheckthe product(s) whichclientrequiresandclickonnext.
NOTE: expandthe FoundationComponentsandconfirmthat‘WeblogicApplicationServer’should
be selectedelse itwill give issueswhile configuration.

12. Nowit will promptthe belowerror:
The above error saysto install IIS,whichwill be usedtoconfigure Application server.
f) Install IIS
(i) Go to start -> All Programs -> Administrative Tools ->Manage Your Server

13. (ii) ClickAddorremove a role
(iii) Selectcustomconfigurationandclickonnext

14. (iv) SelectApplicationserver(IIS,ASP.NET) andclickonnext
(v) Nowselectbothof the additional tools(bothare optional butare usedbythe EPMwhile
installation).

15. (vi) Clickonfinish.

16. g) Nowproceedwiththe installationagain.
Clickon OKfor the warningas we have alreadyinstalledASP.NetwhileinstallingIIS.
h) Clickon Next.Thiswill take some minutestoinstall.

17. i) Clickon finish
Ignore the oracle commonfilesfailure message,asIhave installedoracle onanotherserver,there is
no needof oui (oracle universal installer) toinstall againonthisVM.
PART III – EPMConfiguration
Step1: Start upDatabase.(AsI am havingOracle installedonanotherserversoIneedtostart up
oracle VM).

18. Step2: configuration:
a) Go to start -> All Programs -> Oracle EPM system ->FoundationServices ->EPMSystem
Configurator(all instances)
b) we can go withthe defaultEPMOracle instance name andclick next

19. c) create schemafor SharedServicesonOracle’sVM.
d) mentionserver,port,SID,username andpasswordforSharedServicesandclickonnext

20. e) configuringHyperionFoundation:
1) selectsubcomponentsunderHyperionFoundationandclickonnext

22. The warningshowsthat Oracle Data AccessClientisnotinstalled.
Oracle Data Provider(ODP) for.NET2.0, fromthe Oracle Data AccessComponentpackage,hasnot
beeninstalled.
Thisis a requirementof the Performance ManagementArchitectDimensionServer.
Performa custominstallationof the Oracle clientsoftware onthe PerformanceManagement
ArchitectDimensionServer.Fromthe listof available componentsmake sure Oracle Data Provider
for .NET2.0 is selected.
i) Openoui.exe toinstallthe missingoracle dataaccessclient.

23. ii) selectcustomandclicknext.

24. iii) ensure thatOracle dataproviderfor.NET2.0 is checkedinthe listandclickNext.

25. 2) Nowagain go backto the configuratorandconfigure DBfor Performance Management
ArchitectandCalculationManager.
Thistime it will notgive anywarning.
3) SelectDeploywebapplicationstoa new domainandprovide apassword.

26. 4) Do NOT check‘Deploythe webapplicationstoa single managedserver’elseitwill create
a single service (Managedservername:EPMServer0) andwill use single port(9000) for all the
products.

27. ClickYes

28. 5) Give SharedServicesAdminpassword

29. 6) Clicknextandthiswill take some time tocomplete.
7) Clickon taskpanel buttononce all componentsgetssuccessfullyconfiguredand
completed.

30. f) Nowconfigure R&A
1) SelectcomponentsunderReportingandAnalysis
2) Create schemafor R&A on Oracle VM.

31. 3) Select‘Performfirst-time configuration’andclickokif any warningispromptedrelatedto
UTF-8

32. 4) SelectDeploytoexistingdomainelse itwill create multipleservicesforsingle component
and differentdomains.

34. 5) Clickon taskpanel when all the componentsgetconfiguredandcompletedsuccessfully.

35. g) Configure Essbase:
1) selectcomponentsunderEssbase
2) Create schemafor EASon Oracle VM.

36. 3) SelectPerformfirst-timeconfiguration

38. 4) selectTaskPanel buttononce all the componentsgetsconfiguredandcompleted
successfully.

39. h) configure HFM
1) SelectcomponentsunderFinancial Management
2) Create schemafor HFMon oracle VM.

40. 3) Selectperformfirsttime configurationandprovideusernameandpassword

41. To solve the above problem follow the below instructions:
a) Copythe tnsnames.orafile from
C:appAdministratorproduct11.1.0client_1networkadminsample to
C:appAdministratorproduct11.1.0client_1networkadmin
b) make necessarychangestothe file

42. 4) comingback to HFM configuration,now itwill notshow thattnsnames.orawarning.Click
OK if itpromptsfor UTF-8 warning.

43. 5) Nowprovide username andpasswordforDCOM (DistributedComponentObjectModel)
user.It isrequiredasHFM isbasedon C++ architecture. Innext release i.e.11.1.2.4 it will not be
required.

44. Note : Give appropriate name insteadof defaultone (EPM122test/Administrator) else itwillmake
issueswill configurationof HFM.
6) Addclusterto HFM, this isusedforload balancingpurpose,if one clusterfailsthenthe
data will gettransferredtoanothercluster.

48. 7) clickon task panel afterall the componentsgetconfiguredsuccessfully.

49. i) Configure Planning
1) Selectthe componentsunderPlanning
2) Create Schemafor planningonoracle VM

50. 3) SelectPerformfirsttime configurationandprovidethe userandpasswordcreatedfor
planning.

52. Nowgo to run and type services.mscandchangesthe Startup type fromAutomaticto Manual and
start the servicesinthe requiredorder.
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