Installing and Configuring Oracle® Hyperion Financial Close Management 11.1.2.4.000 in a Single Node Environment

Overview

Purpose

This tutorial covers installation and configuration of Financial Close Management 11.1.2.4.000.

Time to Complete

Approximately 8 hours.

Introduction

In this tutorial, you install and configure the components required for Financial Close Management 11.1.2.4.000.

Prerequisites

Before starting this tutorial, you should:

  • Ensure IPv6 Network is properly working if this feature in enabled on your machines - see Appendix C: IPv6 Network.
  • Have access (with sysdba privileges) to an Oracle 11g ( 11.1.0.7 or higher) database or MS SQLServer 2008.
  • Have access (with administrative rights) to an external authentication provider, such as Oracle Internet Directory, Microsoft Active Directory, or SunOne.
  • Have access to the installation files for the following software:
    • Oracle Hyperion Enterprise Performance Management System Installer Release 11.1.2.4.000
    • Oracle Hyperion Foundation Services Release 11.1.2.4.000
    • Oracle Hyperion Financial Close Management Release 11.1.2.4.000
    • Oracle SOA Suite 11g (11.1.1.7.0)
    • Oracle Repository Creation Utility 11g (11.1.1.7.0)
  • Have access to below SOA patches:
    • 17014142
    • 17440113 - download patch for SOA version 11.1.1.7.1

Installation Types

You can install Financial Close Management in either a single-node or a multi-node configuration. In a single-node configuration, the EPM components and SOA Suite run on the same machine. In a multi-node configuration, the Financial Close Management server and the SOA Suite run on different machines. This tutorial is an example of an installation for a single-node configuration. For more Information on single-node configurations, see the Oracle Hyperion Enterprise Performance Management Installation and Configuration Guide.

Installation and Configuration Sequence

WebLogic is required as the Web application server for both the Enterprise Performance Management (EPM) components and Service Oriented Architecture (SOA) Suite. Your installation and configuration sequence may vary based on whether or not you have an existing WebLogic installation.

Sequence One
If you do not have an existing WebLogic installation, you should install the EPM components first, because that installs WebLogic automatically if it is not already present. Use the following installation and configuration sequence:

  • Install EPM components (Foundation Services, Financial Close Management and FDMEE required).
  • Run the Repository Creation Utility.
  • Install SOA Suite & apply SOA patches.
  • Configure SOA Suite.
  • Configure Financial Close Management and FDMEE.
  • Perform Post-Installation Manual Configuration Tasks.

Sequence Two
If you have an existing WebLogic installation, you use the following installation and configuration sequence:

  • Run the Repository Creation Utility.
  • Install SOA Suite & apply SOA patches
  • Configure SOA Suite.
  • Install EPM components (Foundation Services, Financial Close Management and FDMEE required).
  • Configure Financial Close Management and FDMEE.
  • Perform Post-Installation Manual Configuration Tasks.

In this tutorial, we are going to follow installation and configuration sequence one.
Note: For Linux version of commands refer:Appendix D: Linux Commands

Installing EPM Components

To install the EPM components, you run the Oracle Hyperion Enterprise Performance Management System Installer. Foundation Services and Financial Close Management are required components. If it is not already present, WebLogic is installed as part of the Foundation Services installation. You configure EPM components after you install and configure the SOA Suite.

  1. Navigate to the installation folder for the EPM software and run installtool.cmd.
  2. Select a language, and click OK.

    EPM System Installer 11.1.2.4 - Select a language
  3. On the Welcome screen, click Next.

    EPM System Installer 11.1.2.4
  4. On the Destination screen, select the location for the Middleware Home directory, and click Next. The default directory is c:\oracle\middleware.

    EPM System Installer 11.1.2.4 - Destination
  5. On the Installation Type screen, select New installation type, and click Next.

    EPM System Installer 11.1.2.4 - Choose the install type
  6. On the Product Selection screen, select Foundation Components under Foundation Services, Financial Close Management, FDM Enterprise Edition, (“Oracle Database Client-32 bit”, “Oracle Database Client-64 bit” under Foundation Services & Financial Management SDK under Financial Management will be auto-selected) and click Next.

    EPM System Installer 11.1.2.4 - Select the product components
  7. On the Confirmation screen, click Next.

  8. EPM System Installer 11.1.2.4 - Confirmation

    On the Summary screen, click Finish.

    EPM System Installer 11.1.2.4 - Summary

Creating the Database User

Depending on the database, follow the steps given in the appendices.

  • For Oracle: Appendix A: Creating an Oracle Database User.
  • For MS SQLServer: Appendix B: Configuring Microsoft SQL Server.

Installing and Configuring SOA Suite

Installing and configuring SOA Suite requires you to perform the following tasks:

Running the Repository Creation Utility

In the folder to which you unzipped the utility, navigate to the rcuHome\bin folder and run rcu.bat.

  1. On the Welcome screen, click Next.

    Repository Creation Utility - Welcome Screen
  2. On the Create Repository screen, select Create, and then click Next.

    Repository Creation Utility - Create Repository
  3. On the Database Connection Details screen, enter the database connection details, you wish to configure SOA. Be sure to enter user with DBA or SYSDBA privileges and select SYSDBA as the role. Click Next to continue.

    Example for Oracle Database:

    Repository Creation Utility - Database Connection Details

    Example for MS SQLServer Database:

    Repository Creation Utility - Database Connection Details
  4. At the prerequisites confirmation prompt, click OK. If a warning prompt regarding the character set is displayed, click Ignore.

    Repository Creation Utility - Checking Prerequisites
  5. On the Select Components screen, in Create a new Prefix, enter a prefix for the schema tables.

    In the Component list: Under SOA and BPM Infrastructure, select SOA Infrastructure and click Next.

    You will see that, User Messaging Service under SOA and BPM Infrastructure and Metadata Services under AS Common Schemas get selected automatically when you selected SOA Infrastructure.

    Repository Creation Utility - Select Components
  6. At the prerequisites confirmation prompt, click OK.

    Repository Creation Utility - Checking Prerequisites
  7. On the Schema Passwords screen, select Use the same password for all schemas, enter a password, and click Next.

    Repository Creation Utility - Schema Passwords
  8. On the Map Tablespace screen, leave the default tablespace names and click Next.

  9. The following screen is shown for Oracle

    Repository Creation Utility - Manage Tablespaces
  10. At the confirmation prompt, click OK.

  11. This screen is shown for Oracle.

    Repository Creation Utility - Tablespaces confirmation
  12. At the completion prompt, click OK.

  13. This screen is shown for Oracle.

    Repository Creation Utility - Creating Tablespaces
  14. On the Summary screen, click Create. This may take a while.

    Repository Creation Utility - Tablespace Summary
  15. On the Completion Summary screen, click Close.

    Repository Creation Utility - Tablespace Completion Summary

Installing SOA Suite & Applying SOA Patches

When you install SOA Suite, select the same Middleware Home directory that you specified for Financial Close Management. The Middleware Home directory contains the WebLogic installation, which is required for installing SOA Suite.

  1. Navigate to the Disk1 folder in the SOA Suite installation directory, and run Setup.exe.

  2. Open Command prompt and Navigate to the Disk1 folder in the SOA Suite installation directory and provide following command.

    Setup.exe -jreLoc c:\Oracle\Middleware\jdk160_35 (where -jreLoc value has to be your JDK location)

    SOA Suite Installation - Command prompt
  3. On the Welcome screen, click Next.

    SOA Suite Installer - Welcome screen -
  4. Select Skip Software Updates and click Next.

    SOA Suite Installer - Software Updates
  5. On the Prerequisites screen, click Next.

    SOA Suite Installer - Prerequisites
  6. On the Specify Installation Location screen, verify that the Middleware Home directory is the directory that you selected when you installed the EPM Components, and click Next.
    Please ensure to modify the Middleware Home that is defaulted.

    SOA Suite Installer - Specify Installation Location
  7. On the Application Server screen, verify that the WebLogic Server is selected, and click Next.

    SOA Suite Installer - Application Server
  8. On the Installation Summary screen, click Install.

    SOA Suite Installer - Installation Summary
  9. On the Installation Progress screen, when the Installation Successful message is displayed, click Next.

    SOA Suite Installer - Installation Progress
  10. On the Installation Complete screen, click Finish.

    SOA Suite Installer - Installation Complete

Apply SOA patch 17014142

NOTE: This patch upgrades SOA to level 11.1.1.7.1
To apply the patch follow instructions given in the readme file of the patch.

Apply SOA patch 17440113

NOTE: This patch fixes a SOA bug. Please make sure that you downloaded patch for SOA version 11.1.1.7.1
To apply the patch follow instructions given in the readme file of the patch.

Configuring SOA Suite

After installing SOA Suite and running the Repository Creation Utility, you configure SOA Suite and create a WebLogic domain. You later extend this WebLogic domain for Financial Close Management.

  1. Select Start, then Programs, then Oracle SOA 11g - Home1, and then Configure Application Server.
    (You can also start it with config.cmd. For example: C:\Oracle\Middleware\Oracle_SOA1\common\bin\config.cmd).

  2. Select Create a new WebLogic domain, and click Next.

    Fusion Middleware Configuration Wizard - Select Weblogic Domain
  3. On the Select Domain Source screen, select Generate a domain configured automatically to support the following products, then select Oracle SOA Suite, Oracle Enterprise Manager, Oracle WSM Policy Manager, Oracle JRF Webservices Asynchronous Services, and Oracle JRF, and click Next.
    You will see that, Oracle WSM Policy Manager and Oracle JRF get selected automatically when you selected Oracle SOA Suite.

    Fusion Middleware Configuration Wizard - Select Domain Source
  4. On the Specify Domain Name and Location screen, enter a domain name and accept the default locations, and click Next.
    You must use the same domain name when you configure the EPM components. In this example, the domain name is base_domain.

    Fusion Middleware Configuration Wizard - Domain details
  5. On the Configure User Name and Password screen, enter a user name and password for the WebLogic domain administrator, and click Next.
    You use this domain administrator name and password for the EPM components as well. In this example, the domain administrator name is weblogic.

    Fusion Middleware Configuration Wizard - Domain admin details
  6. On the WebLogic Domain Startup Mode screen, select Production Mode, then select the Jrockit location, and click Next.

    Fusion Middleware Configuration Wizard - Configure Server Start Mode and JDK
  7. On the Configure JDBC Component Schema screen, select each component schema and provide the database connection information, When finished, click Next.

    Example for Oracle Database:

    • Host Name: Enter demoserver.example.com. Replace example.com with the fully qualified domain name.
    • DBMS/Service:  The database service name that you must use is available in C:\app\<user>\product\11.2.0\dbhome_1\NETWORK\ADMIN\tnsnames.ora;
    • Port: 1521;
    • Schema password: password for all schemas that you entered in the Repository Creation Utility.
    Fusion Middleware Configuration Wizard - Configure JDBC Component Schema

    Example for MS SQLServer Database:

    • Host Name: Enter demoserver.example.com. Replace example.com with the fully qualified domain name.
    • DBMS/Service:  SOA
    • Port: 1433;
    • Schema password: password for all schemas that you entered in the Repository Creation Utility.

     

    Fusion Middleware Configuration Wizard - Configure JDBC Component Schema
  8. On the Test Component Schemas screen, verify that the connections to your data sources are successful, and click Next.

    Fusion Middleware Configuration Wizard - Select Optional Configuration
  9. On the Select Optional Configuration screen, leave the default settings and click Next.

    Fusion Middleware Configuration Wizard - Configure JDBC Component Schema
  10. On the Configuration Summary screen, click Create.

    Fusion Middleware Configuration Wizard - Configuration Summary
  11. On the Creating Domain screen, when the process is complete, click Done.

    Fusion Middleware Configuration Wizard - Creating domain

Configuring EPM Components

The database schemas for the EPM components are created during the configuration process.
During the configuration process you must provide valid Oracle/ MS SQLServer database user names and passwords under which to create the schemas. You perform the Deploy to SOA configuration task after you restart WebLogic Server.

Configuring Foundation Services, Financial Close Management and FDMEE

  1. From the Windows Start menu, select Programs, then Oracle EPM System, and then EPM System Configurator (all instances).

    (You can also start it with configtool.bat. For example: C:\Oracle\Middleware\EPMSystem11R1\common\config\11.1.2.0\configtool.bat).

  2. Accept the defaults, and click Next.

    EPM System Configurator 11.1.2.4 - Select the EPM Oracle Instance
  3. Select Perform first -time configuration of Shared Services database, enter the database connection details for the Shared Service database, and click Next.

    Example for Oracle Database:

    • Server: Enter demoserver.example.com. Replace example.com with the fully qualified domain name.
    • Port: 1521;
    • Service Name or SID:  The database service name that you must use is available in C:\app\<user>\product\11.2.0\dbhome_1\NETWORK\ADMIN\tnsnames.ora;
    • User Name: fcm
    • Password: welcome1
    EPM System Configurator 11.1.2.4 - Configuration

    Example for MS SQLServer Database:

    • Server: Enter demoserver.example.com. Replace example.com with the fully qualified domain name.
    • Port: 1433;
    • Database Name :  FCM
    • User Name: fcm
    • Password: welcome1
    EPM System Configurator 11.1.2.4 - Configuration
  4. Select Hyperion Foundation, Configure Common Settings & Configure Database will be auto selected. Select Deploy to Application Server & Configure Web Server under Hyperion Foundation. For any products under Financial Close Management and FDM Enterprise Edition select Deploy to application server and Configure Database. Select Configure Content Management System location (under Financial Close Management) only if you are using a content management system. Do not select Deploy to SOA for Financial Close Management. Click Next.

    EPM System Configurator 11.1.2.4 - Configuration
  5. Select Create Windows Services for configured components, Enter Email Configuration details and click Next.

    EPM System Configurator 11.1.2.4 - Configure common settings
  6. You will see the database connection details that were provided in Shared Services database connection details screen. Verify the connection details for the Financial Close Management and FDM Enterprise Edition and click Next.

    Example for Oracle Database:

    EPM System Configurator 11.1.2.4 - Configure Database

    Example for MS SQLServer Database:

    EPM System Configurator 11.1.2.4 - Configure Database
  7. Select Deploy Java web applications to an existing domain, enter the information for the WebLogic domain that you created when you configured SOA, and click Next.
    Administrator User/Password: use the WebLogic administrator username and password created from SOA configurator.
    Domain Name: base_domain (use the existing domain that was created from SOA configuration)

    EPM System Configurator 11.1.2.4 - Specify WebLogic domain information
  8. If there is a warning about password validation, press OK.

    EPM System Configurator 11.1.2.4 - Error
  9. Uncheck Deploy the Java web applications to a single managed server and accept the default application server deployment settings, and click Next.

    EPM System Configurator 11.1.2.4 - Deploy to Application Server
  10. Under Configure WebServer, select Oracle HTTP Server and click Next.

    EPM System Configurator 11.1.2.4 - Configure Webserver
  11. Enter the Shared Services Admin User Name and the Password and click Next.

    EPM System Configurator 11.1.2.4 - Set admin user and password
  12. If you want to integrate Oracle Enterprise Content Management with your Financial Close Management application, enter the URL for Oracle Enterprise Content Management, and click Next.

    EPM System Configurator 11.1.2.4 - Financial Close Custom Settings
  13. Review your selections, and click Next to launch the configuration.

    EPM System Configurator 11.1.2.4 - Confirmation
  14. When the configuration is complete, click Finish.

    EPM System Configurator 11.1.2.4 - Summary

Deploying to SOA

After configuring EPM products, you need to run the EPM System Configurator again to deploy to SOA. 

  1. Ensure that both Admin and SOA server are running before you start the EPM configurator.

    To start the WebLogic Admin Server, select Start, then Programs, then Oracle WebLogic,then User Projects, then <domain>, and then Start Admin Server for Weblogic Server Domain, where <domain is the WebLogic domain you created with the SOA configuration tool.
    (You can also start it with startWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\startWebLogic.cmd)
    Enter the Web Logic admin user name and password if prompted.
    The process will take few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

    To start the SOA managed server, enter the following command at a Command Prompt:
    c:\oracle\middleware\user_projects\domains\<domain>\bin\startmanagedweblogic.cmd soa_server1,
    where <domain> is the WebLogic domain you created with the SOA configuration tool.
    When prompted, enter the Web Logic admin user name and password.
    The process will take a few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

  2. From the Windows Start menu, select Programs, then Oracle EPM System, and then EPM System Configurator (all instances).
    (You can also start it with configtool.bat. For example: C:\Oracle\Middleware\EPMSystem11R1\common\config\11.1.2.0\configtool.bat).

  3. Select EPM Oracle instance to which this configuration would be applied, and click Next.

    EPM System Configurator 11.1.2.4 - Select the EPM Oracle Instance
  4. Expand Financial Close Management select Deploy to SOA and click Next.
    Ensure that none of the options under Hyperion Foundation are selected.

    EPM System Configurator 11.1.2.4 - Configuration
  5. On the Confirmation screen, click Next to launch the configuration.

    EPM System Configurator 11.1.2.4 - Confirmation
  6. When the configuration is complete, click Finish.

    EPM System Configurator 11.1.2.4 - Summary

Performing Post-Installation Manual Configuration Tasks

You perform the manual configuration tasks after installing and configuring SOA Suite and the EPM components.

Starting Admin Server

  1. To start the WebLogic Admin Server, select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Start Admin Server, where <domain> is the WebLogic domain you created with the SOA configuration tool.
    (You can also start it with startWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\startWebLogic.cmd)
  2. When prompted, enter the Web Logic admin user name and password.
    The process will take few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

Connecting External Authentication Providers to the Weblogic Server

To communicate with an external authentication provider, such as Oracle Internet Directory or Microsoft Active Directory, you must configure WebLogic. You must configure Shared Services to use the same external authentication provider. For more information on configuring Shared Services, see the Oracle Enterprise Performance Management System User and Role Security Guide.

The following instructions show an example of how to configure MSAD as the authentication provider.

  1. Connect to Weblogic Console http://host:7001/console where host is the name of the Machine.

  2. Log on using the WebLogic administrator name and password that you specified for the domain.

  3. Click on Lock & Edit.

  4. In the Domain Structure area, click Security Realms.

  5. Click myrealm.

  6. Select the Providers tab.

  7. Click New.

  8. Configure your authentication provider:

    For Microsoft Active Directory, in the Name text box enter MSAD, and select ActiveDirectoryAuthenticator from the Type list.

  9. Click OK.

  10. In the Authentication Providers list, click MSAD.

  11. Select the Provider Specific tab. Enter the principal user name and credentials, and modify any other settings as required for your provider.

  12. Ensure to provide SAMAccountName as User Name Attribute  and in User From Name Filter for MSAD instead of cn.

  13. Click Save

  14. In the Domain Structure area, click Security Realms, and then myrealm.

  15. Select the Providers tab.

  16. In the Authentication Providers list, click MSAD.

  17. In the Control Flag list, select Sufficient.

  18. Click Save.

  19. Click  Activate Changes.

  20. Click Logout.

  21. Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Stop Admin Server.


    (You can also stop it with stopWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\stopWebLogic.cmd).

  22. Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Start Admin Server for Weblogic Server Domain


    (You can also start it with startWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\startWebLogic.cmd).
    When prompted, enter the Web Logic admin user name and password.

    The process will take few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

Configuring the External Provider with Shared Services

  1. Start Foundation Services and Oracle Process Manager (OHS) from windows Services

  2. Connect to Shared Service Console http://host:port/interop/index.jsp where host is the name of the Machine and port is Listen port of FoundationServices0 managed Server in weblogic console.

  3. Login as admin.

  4. Click on Administration and Select Configure User Directories.

  5. Click New and choose the Directory Type as MSAD and click Next.

  6. Enter the following in Server information Tab.

    • Host
    • Port
    • Base DN
    • User DN
    • Credential
  7. Click “Next” to navigate to MSAD User Configuration Tab and enter user information.

  8. Click “Next” to navigate to MSAD Group Configuration Tab and enter group information.

  9. Click Save and Logout.

  10. Restart the FoundationServices0 Managed Server.

Configuring the Keystore for Oracle Web Services Manager

You must set up the Keystore for message protection and configure the Credential Store Provider. The Financial Close Management client and the Oracle Hyperion Financial Management Web service use the following policies:

  • wss11_saml_token_with_message_protection_client_policy
  • wss11_saml_token_with_message_protection_service_policy
  1. At a Command Prompt, enter the following command to add the JDK to the path:
    set PATH=%PATH%;C:\Oracle\Middleware\jdk160_35\bin\   (where C:\Oracle\Middleware\jdk160_35\bin has to be your JDK path)

    The JDK must be included in the path in order to run the Java keystore utility.
  2. Use the Oracle keystore utility to create a keystore on the Weblogic Admin server hosting your EPM System domain by navigating to c:\oracle\middleware\user_projects\domains\<domain>\config\fmwconfig (where <domain> is the WebLogic domain you created with SOA configuration tool), and enter the following command:

    keytool -genkey -keyalg RSA -alias orakey -keypass welcome1 -keystore default-keystore.jks -storepass welcome1 -validity 3600

    This command creates a keystore with the name default-keystore.jks if it does not
    already exist and adds a new private key entry with alias 'orakey' and password
    welcome1 to it. You will be prompted for additional information regarding your authentication provider.

    You can change the alias, password, and domain name as needed in the
    command.

  3. Enter the following URL to start Oracle Enterprise Manager, replacing <host> with your host name: http://<host>:7001/em.

  4. Enter your Weblogic administrator name and password to login.

  5. In the navigation pane, expand Weblogic Domain, and then select the WebLogic domain you created in the SOA configuration tool.

  6. Right-click on WebLogic Domain, then Security, and then Security Provider Configuration.

  7. Expand the Keystore section and click Configure.

  8. In the Keystore Path text box, enter the path name for the keystore you created, and enter the keystore password in the password fields. In the Signature Key and Encryption key text boxes, enter the alias and password for the signature and encryption keys.

    It should be noted that the "Keystore Path" requested by EM is relative to "C:\Oracle\Middleware\user_projects\domains\<domain>\config\fmwconfig" so it should be ./default-keystore.jks

  9. Click OK.

Delete Data Sources (Only for MS SQLServer)

After you install and configure SOA, you delete the EDNDataSource and EDNLocalTxDataSource data sources.

  1. If the WebLogic Admin server is not already running, select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Start Admin Server.
    (You can also start it with startWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\startWebLogic.cmd).
    When prompted, enter the Web Logic admin user name and password.
    The process will take a few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

  2. Select Start, then Programs, then Oracle WebLogic, then User Projects, then<domain>, and then Admin Server Console.

  3. Log on using the WebLogic administrator name and password that you specified for the domain.

  4. Click on Lock & Edit.

  5. In the Domain Structure area, expand Services and select Data Sources.

  6. In the Data sources table, delete EDNDataSource and EDNLocalTxDataSource.

  7. Click  Activate Changes.

  8. Click Logout.

Raising the Maximums for Connection Pools

  1. Select Start, then Programs, then Oracle WebLogic, then User Projects, then<domain>, and then Admin Server Console.

  2. Log on using the WebLogic administrator name and password that you specified for the domain.

  3. Click on Lock & Edit.

  4. In the Domain Structure area, expand Services and then click on Data Sources.

    Note: For SQL Server Only
    Skip  “Raising the Maximums for Connection Pools” for the deleted datasources (i.e. for EDNDataSource and EDNLocalTxDataSource)

  5. In the Name list, click EDNDataSource.

  6. Select the Connection Pool tab.

  7. In the Maximum Capacity text box, enter 150.

  8. Click Save.

  9. In the Domain Structure area, click Data Sources to return to the list of data sources.

  10. Repeat steps to increase the connection pools for the EDNLocalTxDataSource to 150.

    If you receive resource errors specific to any of the following data sources, use the above procedure  to increase their connection pools:

    • mds-owm
    • mds-soa
    • EPMSystemRegistry
    • OraSDPMDataSource
    • SOADataSource
    • SOALocalTxDataSource
  11. Click  Activate Changes.

  12. Click Logout.

Raising the StuckThreadMaxTime

  1. Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Admin Server Console

  2. Log on using the WebLogic administrator name and password that you specified for the domain.

  3. Click on Lock & Edit.

  4. In the Domain Structure area, expand Environment and then click on Servers.

  5. In the Servers list, click ErpIntegrator0.

  6. Select the Tuning tab.

  7. In the Stuck Thread Max Time text box, enter 6000.

  8. Click Save.

  9. In the Domain Structure area, click Servers to return to the list of servers.

  10. Repeat steps to increase the Stuck Thread Max Time for the soa_server1 and FinancialClose0.

  11. Click  Activate Changes.

  12. Click Logout.

  13. Stop Foundation Services from Windows Services.

  14. To stop the WebLogic Admin Server:

    • Press and hold Ctrl + C in the command window where WebLogic Admin server has been started.
    • When prompted to terminate the batch job, type 'Y' and hit the enter key.
  15. To stop the SOA managed server:

    • Press and hold Ctrl + C in the command window where SOA managed server has been started.
    • When prompted to terminate the batch job, type 'Y' and hit the enter key.

Starting the Servers

You must start the servers required for Financial Close Management in the following order:

  1. WebLogic Admin Server
  2. Foundation Services managed server
  3. Oracle HTTP Server
  4. FDM Enterprise Edition
  5. Optional: Managed servers for integration products (for example, Financial Management or Financial Reporting)
  6. SOA managed server
  7. Financial Close Management Managed server

Note: Wait until each server status changes to RUNNING state to go to next server in the sequence.

Refresh the page to get the server started status.

  1. In the Domain Structure area, click Environment then Servers to return to the list of servers.

    The List of servers to be started

  2. To start the WebLogic Admin server, select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Start Admin Server.
    (You can also start it with startWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\startWebLogic.cmd).
    When prompted, enter the Web Logic admin user name and password.
    The process will take few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

  3. To start Foundation Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Foundation Services, and then Start FoundationServices.
    You can also start it with startFoundationServices.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\startFoundationServices.bat).

  4. To start the Oracle HTTP server, enter the following command at a Command Prompt C:\Oracle\Middleware\user_projects\epmsystem1\httpConfig\ohs\bin\opmnctl.bat startall

  5. To start FDMEE Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then FDM Enterprise Edition, and then Start ERPIntegrator.

    (You can also start it with startErpIntegrator.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\startErpIntegrator.bat)

  6. To start the SOA managed server, enter the following command at a Command Prompt:
    c:\oracle\middleware\user_projects\domains\<domain>\bin\startmanagedweblogic.cmd soa_server1
    where <domain> is the domain you created using the SOA configuration utility.
    When prompted, enter the Web Logic admin user name and password.
    The process will take few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

  7. To start Financial Close Management Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Financial Close, then Start FinancialClose.
    (You can also start it with startFinancialClose.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\startFinancialClose.bat).

Running Validation Tool to Verify EPM Configuration

Perform the procedures below to validate the EPM configuration.

  1. To start EPM validator tool, select Start, then Programs, then Oracle EPM System, then Foundation Services, then epmsystem1, then EPM System Diagnostic.

    (You can also start it with validate.bat For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\validate.bat).

    It will launch new browser with status of validation for every EPM components as following (All should be passed as following).

  2. You can also run EPM deployment report by running the following bat script;
    %EPM_ORACLE_INSTANCE%\bin\epmsys_registry.bat report deployment

    It will launch new browser with report information as following:

  3. Scroll down to the end of the report and you should see all passed and nothing failed as following:

Running Validation Tool to Verify Close Manager and Account Reconciliation Manager Configuration

Perform the procedures below to validate the configuration.

Validating Close Manager Configuration

  1. From a Web browser, open the following URL : http://<FCMHOST>:<FCMPORT>/fcc/faces/oracle/apps/epm/fcc/ui/page/FCCValidation.jspx.

    • Where FCMHOST is the name of the machine where FinancialClose0 managed server is configured.
    • Where FCMPORT is the Listening port of FinancialClose0 managed Server in the WebLogic console.
  2. Log on to Close Manager with Shared Services administrator credentials.

    Note:
    If an external provider is configured, the login can also be done with a user from the external provider. But if there are issues with external provider configuration, the login may not succeed. In such cases, you can log on with any seeded user (seeded both on WLS and HSS native directory) and run the tool to identify issues with external provider configuration.
    Example to seed “admin” user (who is the default administrator in Shared Services) in WebLogic (this way, you can use the admin user to login to the validator):

    1. Log on to WebLogic admin console (http://localhost:7001/console)
    2. Click on Lock & Edit
    3. Go to Domain Structure area and click Security Realms
    4. Click on myrealm link
    5. Go to Users and Groups tab and click New under the Users tab.
    6. Enter admin for Name field and enter admin user’s password for Password/Confirm Password fields (or simply enter welcome1 for the password)
    7. Click OK
    8. Click  Activate Changes
  3. After successfully logging on the following screen is displayed.

  4. To validate the close manager configuration, click on “Validate Close Manager Configuration” button.

  5. After validation, the configuration information will be displayed in a tabular form. See the following table for more information on the results.

    Below is the list of things that will be displayed in a tabular form:

    Admin Server

    Host
    Port
    Status (running/shutdown)

    a (Green)/r (red)

    Messages describing the steps to fix in case of r (red)

    Foundation Server

    Host
    Port
    Status
    DataSources targeted

     

     

    FCM Managed Server

    Host
    Port
    Status
    DataSources targeted

     

     

    SOA Server

    Host
    Port
    Status
    DataSources targeted

     

     

    FinancialClose Web application

    Version:
    Status:
    DB Type

     

     

    FinancialCloseTaxOpCommon Web application

    Version:
    Status:
    DB Type

     

     

    EPM-FCM-LIBRARIES library

    Version:
    Status:
    DB Type

     

     

    Authentication Providers

    Provider configured/ not
    Control Flag (Sufficient/Not)

     

     

    External Authenticators

    Lists the Authentication Providers

     

     

    SOA Composites

    Check whether SOA composites Active/Not

     

     

    Foreign JNDI

    EDN JMS (in case of sql server)
    SOA  JMS

     

     

    OWSM KeyStore

    Lists the external Identity store configuration. The tool only lists the values used for the configuration. It is the responsibility of the customer to make sure that the entered values are correct.

    Warning can be ignored.

     

     

  6. Validate the test schedule:

    The second half of the page has a utility that will generate a test Main Orchestration Process, deploys it to soa server and start a test task. The status for each task is displayed in a table below it and should there be any errors – the possible cause of the error and the way to fix it will be displayed in the last column.

    If you are running this part, make sure the user logged into the Diagnostic tool with a user that is also present in HSS.

    Click on Validate Test Scheduler.

    Note: The button to run this test is enabled only if all the required configuration from the above table is in place; marked with check marks instead of X.

    After validation, the configuration information is displayed in a tabular form:

    Below is the list of things that is displayed in a tabular form:

    SOA Composite Deployment

    Tells if the composite deployment to soa server is successful.

    a (Green)/r (red)

    Messages describing the steps to fix in case of r (red)

    Business Event

    Tells if the business event if fired successfully.

     

     

    Composite Instance

    Tells if the business event is able to start a Task correctly or not.

     

     

    FCM Basic Task

    Tells if the basic task is started and successfully set to Running Status.

     

     

    Humanworkflow

    The above task is submitted internally to confirm if Humanworkflow is working fine.

     

     

Validating Account Reconciliation Manager Configuration

  1. Launch the validator tool from a web browser using this URL:

    http://<FCMHOST>:<FCMPORT>/arm/faces/oracle/apps/epm/arm/ui/page/common/ARMValidation.jspx

    • Where FCMHOST is the name of the machine where FinancialClose0 managed server is configured.
    • Where FCMPORT is Listening port of FinancialClose0 managed Server in the WebLogic console.
  2. Log on with Shared Services administrator credentials.

  3. After successful logging in the following screen is displayed.

  4. To validate the account reconciliation manager configuration, click on the Validate Account Reconciliation Manager Configuration button

  5. After validation, the configuration information is displayed in a tabular form. See the following table for more information on the results.

    Below is the list of things that will be displayed in a tabular form:

    Admin Server

    Host
    Port
    Status (running/shutdown)

    a (Green)/r (red)

    Messages describing the steps to fix in case of r (red)

    Foundation Server

    Host
    Port
    Status
    DataSources targeted

     

     

    FCM Managed Server

    Host
    Port
    Status
    DataSources targeted

     

     

    SOA Server

    Host
    Port
    Status
    DataSources targeted

     

     

    ACCOUNTRECONCILIATION Web Application

    Version:
    Status:
    DB Type

     

     

    FINANCIALCLOSETAXOPCOMMON Web Application

    Version:
    Status:
    DB Type

     

     

    EPM-FCM-LIBRARIES library

    Version:
    Status:
    DB Type

     

     

    Authentication Providers

    Provider configured/ not
    Control Flag (Sufficient/Not)

     

     

    External Authenticators

    Lists the Authentication Providers

     

     

    SOA Composites

    Check whether SOA composites Active/Not

     

     

    Foreign JNDI

    EDN JMS (in case of sql server)
    SOA  JMS

     

     

    OWSM KeyStore

    Lists the external Identity store configuration. The tool only lists the values used for the configuration. It is the responsibility of the customer to make sure that the entered values are correct.

    Warning can be ignored.

     

     

  6. Validating Test Scheduler

    The second half of the page has a utility that will generate a test Main Orchestration Process, deploys it to soa server and start a test task. The status for each task is displayed in a table below it and should there be any errors – the possible cause of the error and the way to fix it will be displayed in the last column.

    If you are running this part, make sure the user logged into the Diagnostic tool with a user that is also present in HSS.

    Click on Validate Test Scheduler.

    Note: The button to run this test is enabled only if all the required configuration from the above table is in place – marked with a check marks instead of an X.

    After validation, the configuration information is displayed in a tabular form:

  7. Below is the list of things that is displayed in a tabular form:

    Scheduler for Period

    Tells if the scheduler for period started successfully.

    a (Green)/r (red)

    Messages describing the steps to fix in case of r (red)

Configuring FDMEE for Account Reconciliation Manager

Prerequisites: You should:

Have access with sysdba privileges to an Oracle 11g (11.1.0.7 or higher) database or access with sa privileges to an MS SQLServer 2008 database.

Have access to the installation files for the following software:

  • Oracle EPM Installed machine(s) – Should have installed and configured FDME

Note: FDMEE is required only for the Account Reconciliation Manager module. It is not required for the Close Manager module.

Appendix A: Creating an Oracle Database User

This procedure explains how to create an Oracle database user.

  1. To open SQLPlus window, select Start, then All Programs, then Oracle - OraDb 11g_home1, then Application Development, and then SQL Plus.

  2. Login to SQLPlus as sys user and run the following:

    create user fcm identified by welcome1;
    grant RESOURCE,CONNECT,CREATE SESSION,CREATE VIEW to fcm;

Appendix B: Configuring Microsoft SQL Server

This appendix contains information for using Microsoft SQL Server as the database.

Creating the Required Databases

You must create databases in SQL Server and run the Repository Creation Utility before you install and configure SOA Suite.

  1. Install SQL Server and log in to Microsoft SQL Server Management Studio as sa user.

  2. Create a login with the db_owner role.

    1. Go Object Explorer window and right click on Logins folder under Security folder.
    2. In the General tab, select SQL Server authentication, enter the Login Name, password and Confirm password.
  3. Select the Server Roles tab and select dbcreator and sysadmin Server roles.

  4. Click OK to create the user.

  5. Create two databases: one for SOA, and another for Financial Close Management and HSS. Set the login created earlier as the owner of the two databases.

    1. Right click on Database and select “New Database…
    2. Enter the Database name and Owner.
    3. Click OK to create the database.
  6. Modify the properties of the database for SOA by using the following commands:

    1. Click on the ‘New Query’ button in the upper left and choose ‘master’ database from the dropdown just below it.
    2. Enter the below commands and replace <database name> with SOA Database.
    3. ALTER database <database name> SET READ_COMMITTED_SNAPSHOT ON
      ALTER database <database name> COLLATE SQL_Latin1_General_CP1_CS_AS
    4. Click on the ‘Execute’ button to run the commands.
  7. Modify the properties of the database for Financial Close Management by using the following command:
    ALTER database <database name> SET READ_COMMITTED_SNAPSHOT ON
    ALTER database <database name> SET ALLOW_SNAPSHOT_ISOLATION ON

Enabling XA Transactions

You must Enable XA transactions for SQL Server in both SQL Server and at the operating system level.

You should perform these procedures before you install and configure SOA Suite.

  1. Copy instjdbc.sql from C:\Oracle\Middleware\wlserver_10.3\server\lib into:

    C:\Program Files\Microsoft SQL Server\MSSQL10_50.<INSTANCE_NAME>\MSSQL\Binn for SQL Server 2008

  2. Copy one of the following:

    sqljdbc.dll(for 32 bit OS)
    or 64sqljdbc.dll (for 64 bit OS Titanium based)
     or x64sqljdbc.dll(for 64 bit OS Intel based)
    from C:\Oracle\Middleware\wlserver_10.3\server\lib into C:\Program Files\Microsoft SQL Server\MSSQL10_50.<INSTANCE_NAME>\MSSQL\Binn for SQL Server 2008

  3. After copying the file, rename the 64sqljdbc.dll or x64sqljdbc.dll to sqljdbc.dll.

  4. Run the following command from the command prompt:

    SQLCMD.EXE -S “<SERVER NAME>” -U SA -P SA_PASSWORD –i “<Your MS SQL Server Path>\MSSQL \Binn\instjdbc.sql” -o c:\log.txt

    SQLCMD.EXE is located at C:\Program Files\Microsoft SQL Server\100\Tools\Binn\ for SQLServer 2008

    In the above command <SERVER NAME>is the server name used to connect SQLServer using SQL Server Studio.

    Example for SQL Server 2008:

  5. Look for the messages creating JDBC XA procedures and instxa.sql completed successfully in the log. If the messages are present then the SQL ran fine and you can ignore any other messages in the log.

  6. For Windows 2008:

    1. Select Start, then Programs, then Administrative Tools, then Component Services, and then Computers. Expand My Computer and Distributed Transaction Coordinator.
    2. Right Click Local  DTC and select Properties
    3. Select the Security Tab, and then select Enable XA Transactions.
    4. Click OK.
    5. Note: Click OK through the warning dialogs about service restarting

  7. For Windows 2003:

    1. Select Start, then Programs, then Administrative Tools, then Component Services, and then Computers.
    2. Right click on My Computer and select Properties.
    3. Select the MSDTC tab and click Security Configuration.
    4. Select Enable XA Transactions
    5. Click OK
  8. Restart SQL Server (MSSQLSERVER) from Windows Services

Appendix C: IPv6 Network

This appendix contains information for testing IPv6 Network on your environment. If your machine has IPv6 turned on then you have to make sure IPv6 routing is properly working in your network. If your network doesn't support IPv6 then you have to turn off IPv6 device(s) before you start EPM installation.

Testing IPv6 Network

    1. Run ipconfig /all from Command Prompt.
  1. If there is any device using IPv6 such as the following example then you need to test IPv6 connection from other remote machine.

  2. From other remote machine, ping your machine (Machine A) from a Command Prompt as follows:

    ping -6 <Machine A>   where <Machine A> is the name or IP Address of your machine.

  3. If ping returns Ping request could not find host <Machine A> then your network doesn't support IPv6 and you must turn off IPv6 before you start EPM installation.

Turning Off IPv6

  1. From Local Area Connection Properties, unchecked IPv6:

    1. From the Start menu, right click on Network and click on Properties.
    2. From Network and Sharing Center screen, click on Local Area Connection.
  2. From Local Area Connection Properties, deselect IPv6.

  3. From Command Prompt, run ipconfig /all and check if there is no process using IPv6 (this check has to done every time you restart the machine).

    For example the following illustrates Teredo is still using IPv6.

  4. To disable devices using IPv6 do the following:

    1. From the Start menu, click Administrative Tools, and then Computer Management.
    2. Go to Device Manager.
    3. Form View menu, click Show hidden devices.
    4. Expand Network adapters.
    5. Right click on Teredo Tunneling Pseudo-Interface (or any other device that is using IPv6) and disable it.
  5. Run ipconfig /all again from the Command Prompt to make sure there are no longer any devices using IPv6. If you find more then repeat above steps to turn it off until there is no device using IPv6.

Appendix D: Linux Commands

  • To launch the EPM System installer: Execute
    ./installTool.sh

  • To launch the SOA Installer: Execute
    ./runInstaller –jreLoc /oracle/middleware/jdk160_35

  • To launch the SOA Configurator: Run
    /oracle_soa1/common/bin/config.sh

  • To launch the EPM System Configurator: Run
    /common/config/version_number/configtool.sh

  • To start weblogic server: Run
    /user_projects/domains//bin/startWebLogic.sh

  • To start SOA server : Execute
    /user_projects/domains//bin/startManagedWebLogic.sh soa_server1

  • To start Foundation Services: Run
    /user_projects/epmsystem1/bin/startFoundationServices.sh

  • To start OHS: Run
    /user_projects/epmsystem1/bin/startOHS.sh

  • To stop Foundation Services: Run
    /user_projects/epmsystem1/bin/stopFoundationServices.sh

  • To launch ERP Integrator: Run
    /user_projects/epmsystem1/bin/startErpIntegrator.sh

  • To start Financial Close Services: Run
    /user_projects/epmsystem1/bin/startFinancialClose.sh

  • To stop Financial Close Services: Run
    /user_projects/epmsystem1/bin/stopFinancialClose.sh

  • To start epmsystem Services: Run
    /user_projects/epmsystem1/bin/start.sh

  • To stop epmsystem Services: Run
    /user_projects/epmsystem1/bin/stop.sh

Appendix E: Stopping and Restarting the Servers

Stopping the Servers

  1. To stop the WebLogic Admin Server:

    • Press and hold Ctrl + C in the command window where WebLogic Admin server has been started.
    • When prompted to terminate the batch job, type 'Y' and hit the enter key
    • (You can also stop it with stopWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\stopWebLogic.cmd).
  2. To stop the SOA managed server:

    • Press and hold Ctrl + C in the command window where SOA managed server has been started.
    • When prompted to terminate the batch job, type 'Y' and hit the enter key.
  3. Stop Foundation Services from windows Services:

  4. To stop Financial Close Management Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Financial Close, then Stop Financial Close.
  5. (You can also stop it with stopFinancialClose.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\stopFinancialClose.bat).
  6. To stop FDMEE Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then FDM Enterprise Edition, and then Stop ERPIntegrator.
  7. (You can also stop it with stopErpIntegrator.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\stopErpIntegrator.bat)

Starting the Servers

You must start the servers required for Financial Close Management in the following order:

  1. WebLogic Admin Server
  2. Foundation Services managed server
  3. Optional: Managed servers for integration products (for example: FDM Enterprise Edition, Financial Management or Financial Reporting)
  4. SOA managed server
  5. Financial Close Management Managed server

Note: Wait until each server status changes to RUNNING state to go to next server in the sequence. Refresh the page to get the server started status.

  1. To start the WebLogic Admin server, select Start, then Programs, then Oracle WebLogic, then User Projects, then , and then Start Admin Server.

    (You can also start it with startWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\startWebLogic.cmd).


    When prompted, enter the Web Logic admin user name and password.


    The process will take few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

  2. To start Foundation Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Foundation Services, and then Start FoundationServices.

    (You can also start it with startFoundationServices.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\startFoundationServices.bat)

  3. To start FDMEE Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then FDM Enterprise Edition, and then Start ERPIntegrator.

    (You can also start it with startErpIntegrator.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\startErpIntegrator.bat)

  4. To start the SOA managed server, enter the following command at a Command Prompt: c:\oracle\middleware\user_projects\domains\ \bin\startmanagedweblogic.cmd soa_server1

    where <domain> is the domain you created using the SOA configuration utility.


    When prompted, enter the Web Logic admin user name and password.


    The process will take few minutes and is complete when you see '<Server started in RUNNING mode>' in the Command Prompt box.

  5. To start Financial Close Management Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Financial Close, then Start FinancialClose.

    (You can also start it with startFinancialClose.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\startFinancialClose.bat)

Summary

In this tutorial, you have learned how to:

  • Install and configure SOA Suite
  • Install and Configure EPM Components for Financial Close Management
  • Performing post-installation manual configuration tasks.

Resources

Credits

  • Lead Curriculum Developer: Syed Khairulla
  • Other Contributors: Mark Mitsock

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