Performing a Silent Installation and Configuration of Financial Management 11.1.1.3


Purpose


In this tutorial, you learn how to perform a silent installation and configuration of Oracle Hyperion Financial Management, Fusion Edition, Release 11.1.1.3.

Time to Complete


Approximately 1 hour.

Topics


This tutorial covers the following topics:

 Overview
 Software and Hardware Requirements
 Prerequisites
 Performing a Silent Installation
 Performing a Silent Configuration
 Creating and Deploying an Application by Using Performance Management Architect Batch Client
 Summary
 Related Information

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Overview


Financial Management software is a comprehensive, Web-based Enterprise Performance Management (EPM) application. It delivers global collection, financial consolidation, reporting, and analysis in a single, highly scalable software solution. In this tutorial, you learn how to perform a silent installation and configuration of Oracle Hyperion Foundation Services and Financial Management. You also learn how to use Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition, Batch Client to create and deploy a Financial Management application from a script.

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Software and Hardware Requirements


The following is a list of software requirements:

  • The software to install Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition, Oracle Hyperion Foundation Services, and Financial Management must be downloaded and unzipped from Oracle's e-Delivery Web site.
  • A relational database for Oracle Hyperion products must be created.

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Prerequisites


Before starting this tutorial, you should:

1.

Have downloaded and unzipped the installation packages for EPM System Installer, Foundation Services, and Financial Management.

2.

Have created a database schema for Hyperion Shared Services and Enterprise Performance Management System products, and assigned appropriate roles or rights for the users or resources. You must use the same database schema for Shared Services and all EPM System products in a silent configuration.

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Performing a Silent Installation


To enable silent installation, record your installation settings in a response file. You can then run a silent installation from the command line, and use the installation options that you saved in the response file.

1.

At a command prompt, navigate to the directory that contains EPM System Installer. The EPM System Installer executable is installTool.cmd.

 

2.

Enter installtool.cmd -record filename, where filename is the name of the response file that you want to create.

EPM System Installer is displayed.


 

3.

Select English, and click OK.

 

4.

On the Welcome panel, verify that the system prerequisites were met, and click Next.

 

5.

On the Destination panel, enter the name of your Hyperion home directory, and click Next.

 

6.

On the Installation Type panel, under New Installation, select Choose components individually, and click Next.

 

7.

On the Product Selection panel, select the products that you want to install, and click Next.

In this example, you install Foundation Services and Financial Management.

 

8.

On the Summary panel, verify the products that you want to install, and click Save to record the response file without installing the products on this machine.

 

9.

Enter a name for the response file, and click Save.

The response file is recorded.

 

10.

To view the response file, navigate to the location of the saved installation response file, and open it in a text editor.

 

11.

To install, perform the following steps:

a. Navigate to the directory that contains EPM System Installer .
b. Enter installtool.cmd -silent filename, where filename is the name of the response file that you recorded.
 

The system installs the components that you recorded in the response file, and is returned to a command prompt when the installation is completed.

 

12.

Verify that the installation was completed successfully.

 

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Performing a Silent Configuration


Silent configurations automate the configuration process so that you can configure EPM System products on multiple machines without manually specifying configuration settings on each machine.

To enable silent configurations, record your configuration settings in a response file. You can then run a silent configuration from the command line, and use the configuration options that you saved in the response file.

1.

At a command prompt, navigate to the directory that contains EPM System Configurator. By default, the directory is HYPERION_HOME/common/config/9.5.0.0.

 

2.

Enter configtool.bat -record filename, where filename is the name of the response file that you want to create.

EPM System Configurator is displayed.


 

3.

On the Task Selection panel, select the products and tasks to configure for this machine.

In this example, you configure Foundation Services and Financial Management.

 

4.

On the Shared Services and Registry Database panel, enter the details for the Shared Services database, and click Next.

 

5.

On the common settings panel, specify the common system settings for all products or accept the default values, and click Next.

 

6.

On the Database Configuration panel, perform the following actions:.

a. Select Connect to a previously configured database.
b. Ensure that the database connection details are correct . You must use the same database for Shared Services and all EPM System products when you perform a silent configuration.
c. Click Next.
 

 

7.

On the Workspace Services panel, enter the details for your Repository Directory and Port Ranges, or accept the default values, and click Next.

 

8.

On the application server deployment panel, select the application server and deployment type, and click Next.

 

9.

On the application server deployment details panel, specify the application server options or accept the default values, and click Next.

 

10.

On the Workspace Web Server configuration panel, specify the Oracle Enterprise Performance Management Workspace, Fusion Edition, Workspace Web server details, and click Next.

 

11.

On the Financial Management DCOM configuration panel, specify the Distributed Component Object Model (DCOM) account information to configure DCOM security, and click Next.

You must specify the Windows administrator under whose identity the application server processes are launched. All Financial Management application server processes are run under the specified Windows administrator, so no other administrator is required to log on to the application server to start the application server processes.

 

12.

On the Financial Management application server configuration panel, specify the application server information or accept the default values, and click Next.

 

13.

On the Financial Management application server cluster panel, specify the application cluster and the names of the servers that participate in the cluster, and click Next.

An application server cluster is a set of application servers that run the same application. Clustered application servers provide load balancing and failover capability and enable the servers to be transparently maintained while applications remain available for users.

 

14.

On the Financial Management application server cluster registration panel, perform the following actions:

a. Select the names of the application servers and clusters that you want to register.
b. Click Add to move the servers and clusters to the Registered Servers/Clusters list.
c. Click Next.
 

 

15.

On the Financial Management Web Server panel, specify the components that you want to enable as Web applications in IIS or accept the default values, and click Next.

 

16.

On the Financial Management Web application panel, specify the components for the Financial Management Web application or accept the default values, and click Next.

 

17.

On the Financial Management Smart View provider panel, specify the components for the Smart View Web application or accept the default values, and click Next.

 

18.

On the summary panel, review the configuration tasks to be performed, and click Next.

The configuration tasks are performed, and the response file is created.
Note:
You cannot save the configuration tasks in a response file without running the configuration.

 

19.

When the configuration is completed, click Finish to close EPM System Configurator.

EPM System Configurator is closed, and the response file is created.

 

20.

To view the configuration response file, navigate to the location of the saved configuration response file and open it in a text editor.

 

21.

Copy the configuration file to the server that you want to configure and perform the following steps:

a. Navigate to the directory that contains EPM System Configurator.
b. Enter configtool.bat -silent filename, where filename is the name of the configuration response file that you recorded.
 

 

The system configures the product components by using the response file that you created.

 

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Creating and Deploying an Application by Using Performance Management Architect Batch Client


After installing and configuring Financial Management, you can verify the installation by using Performance Management Architect Batch Client to create and deploy an application. The batch client is installed automatically when you install Performance Management Architect. You can run the batch client in two modes:

  • Command-line mode enables you to enter commands interactively and execute them immediately.
  • Script mode enables you to execute multiple commands without your interaction. You can schedule the execution of a script by using a third-party scheduler.

In this section, you create a script to create and deploy a Financial Management application.

Creating an Application in a Script
 

1.

Perform the following steps to create the script:

a. Navigate to the directory where you want to create the script.
b. Right-click and select New > Text Document.
 

Notepad is displayed. You can use any text editor to create the script.

 

2.

Enter the following text to describe the tasks that the script will perform:

You can comment out lines in a script by inserting two forward slashes ( //) at the beginning of the line. If a line spans multiple lines, you must comment out each line separately. A line that has been commented out is informational only; the system ignores the lines when the script is run.


 

3.

Enter the following text to specify the URL information for Performance Managment Architect and Workspace.

 

4.

Enter the following login credentials.

When you install Shared Services, the admin/password account is created by default.

 

5.

Enter the following information to create the application:

  • Application name
  • Application description
  • Application type

The application type for a Financial Management application is Consolidation.

 

Creating Dimensions in a Script

Dimensions describe an organization’s data and usually contain groups of related members. Examples of dimensions are Account, Entity, and Period. In this section, you create the dimensions that are required for a Financial Management application.
 

1.

Enter the following information for the Scenario dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

2.

Enter the following information for the Account dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

3.

Enter the following information for the Entity dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

4.

Enter the following information for the Period dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

5.

Enter the following information for the View dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

6.

Enter the following information for the Value dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

7.

Enter the following information for the Intercompany Partner (ICP) dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

8.

Enter the following information for the Year dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

9.

Enter the following information for the Custom1 dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

The dimension type for the four custom dimensions is Generic.

 

10.

Enter the following information for the Custom2 dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

11.

Enter the following information for the Custom3 dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

12.

Enter the following information for the Custom4 dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

13.

Enter the following information for the Currency dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

14.

Enter the following information for the Security Class dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

15.

Enter the following information for the Alias dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

16.

Enter the following information for the Consolidation Method dimension:

  • Application name
  • Dimension name
  • Dimension description
  • Dimension type

 

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Creating Members in a Script

A member is a discrete component within a dimension that identifies and differentiates the organization of similar units. For example, a time dimension might include such members as Jan, Feb, and Qtr1. In this section, you create the members that are required for a Financial Management application.


1.

Enter the following information for the United States Dollar (USD) member:

  • Application name
  • Member name
  • Member description
  • Dimension to which the member belongs
  • The name of the parent under which to insert the newly created member. Use #Root to add a new member at the top level of the tree.

 

2.

Enter the following information for the Close member:

  • Application name
  • Member name
  • Member description
  • Dimension to which the member belongs
  • The name of the parent under which to insert the newly created member. Use #Root to add a new member at the top level of the tree.

 

3.

Enter the following information for the English member:

  • Application name
  • Member name
  • Member description
  • Dimension to which the member belongs
  • The name of the parent under which to insert the newly created member. Use #Root to add a new member at the top level of the tree.

 

4.

Enter the following information for the 2009 member in the Period dimension:

  • Application name
  • Member name
  • Member description
  • Dimension to which the member belongs
  • The name of the parent under which to insert the newly created member. Add the 2009 member under the [Year] parent.

 

5.

Enter the following information for the 2009 member in the Year dimension:

  • Application name
  • Member name
  • Member description
  • Dimension to which the member belongs
  • The name of the parent under which to insert the newly created member. Use #Root to add a new member at the top level of the tree.

 

6.

Enter the following information for the Year-to-Date (YTD) member:

  • Application name
  • Member name
  • Member description
  • Dimension to which the member belongs
  • The name of the parent under which to insert the newly created member. Use #Root to add a new member at the top level of the tree.

 

7.

Enter the following information for the Half-Year-to-Date (HTD) member:

  • Application name
  • Member name
  • Member description
  • Dimension to which the member belongs
  • The name of the parent under which to insert the newly created member. Use #Root to add a new member at the top level of the tree.

 

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Creating Dimension Associations and Updating Properties in a Script

Before you can deploy a Financial Management application, you must create an association between the Entity and Currency dimensions and update the properties of the application, dimensions, and members.

1.

Enter the following information to create an association between the Entity and Currency dimensions:

  • Application name
  • Dimension name
  • Dimension name with which you want to associate the dimension
  • The name of the property to update
  • Property description

 

2.

Enter the following information to update the application properties. You must define a default currency and a default rate for Balance and Flow account types.

  • Application name
  • Default currency
  • Default rate for balance account type
  • Default rate for flow account type

 

3.

Enter the following information to update the Custom1 dimension. You must assign a custom dimension ID to each custom dimension.

  • Application name
  • Dimension name
  • Custom dimension ID

 

4.

Enter the following information to update the Custom2 dimension.

  • Application name
  • Dimension name
  • Custom dimension ID

 

5.

Enter the following information to update the Custom3 dimension.

  • Application name
  • Dimension name
  • Custom dimension ID

 

6.

Enter the following information to update the Custom4 dimension.

  • Application name
  • Dimension name
  • Custom dimension ID

 

7.

Enter the following information to update the Close member with a consolidation account type:

  • Application name
  • Dimension name
  • Parent name
  • Member name
  • Consolidation account type

 

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Deploying an Application in a Script

After creating the application, dimension, members, and associations, and updating the properties, you deploy the application to your application server.

1.

Enter the following information to deploy the application:

  • Application name
  • Name of the application server to deploy to
  • Name of the instance to deploy to. Enter HFMWeb: <server>, where server is the name of your application server.
  • The Shared Services project to add the deployed application to. By default, the system deploys applications to Default Application Group.
  • Whether or not you want to clear any existing metadata and data before deploying the application
  • Whether or not you want to check the metadata against the data to ensure integrity
  • Whether you want Performance Management Architect Batch Client to wait for the job to finish or to submit the job and continue
  • Whether or not you want to purge the transaction history
  • The deploy option. Enter AppView to deploy only the application.

 

2.

Save the application creation script, and exit Notepad.

 

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Running the Application Creation and Deployment Script

You use Performance Management Architect Batch Client to execute the script that you created.

1.

Navigate to the directory where EPM Architect Batch Client is installed. By default, the location is C:\Hyperion\products\Foundation\BPMA\EPMABatchClient.

 

2.

Enter epma-batch-client -C" filename ", where filename is the name of the script that you created.

You use the -C option to specify the name of a script file.

Performance Management Architect Batch Client executes the script that you created.


 

3.

Verify that the script was completed successfully.

You completed the tutorial.

 

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Summary


In this tutorial, you learned how to:

 Create and execute a silent installation response file.
 Create and execute a silent configuration response file.
 Create and execute a script to create and deploy a Financial Management application.

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Related Information


 Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition, Release 11.1.1.3, Batch Client User's Guide
 Oracle Hyperion Enterprise Performance Management System, Fusion Edition, Release 11.1.1.3, Installation and Configuration Guide

To learn more about Financial Management, refer to additional OBEs.

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