Upgrading Oracle® Hyperion Financial Close Management 11.1.2.3.000 to 11.1.2.4.000 (Single-node set up)

1. From the Windows Start menu, select Programs, 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.

   

3. Accept the default options under Hyperion Foundation and Financial Management. For any products under Financial Close Management and FDM Enterprise Edition, select Deploy to application server and Configure Database. Do not select Deploy to SOA. Select Configure Content Management System location only if you are using a content management system. Click Next.

   

4. Accept the default options for Shared Services and Registry Database. Connect to previously configured Shared Services database is selected by default and DB details are fetched from the PS3 installation.

   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

   

   Example for MS SQLServer Database:

   • Server:Enter demoserver.example.com. Replace example.com with the fully qualified domain name.
   • Port: 1433;
   • Database Name :  FCMdb
   • User Name: fcm
   • Password: welcome1

   

5. 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 database, and click Next.

   Example for Oracle Database:

   

   Example for MS SQLServer Database:

   

6. Select Deploy 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 configurator)

   

7. Make sure the option ‘Deploy the Java web applications to single managed Server’ is unchecked and accept the default application server deployment settings, and click Next.

   

8. Under Configure WebServer, select Oracle HTTP Server and click Next.

   

9. 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.

   

10. Review your selections, and click Next to launch the configuration.

    

11. When the configuration is complete, click Finish.

    

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.

   

4. Expand Financial Close Management select Deploy to SOA and click Next.
   Ensure that none of the options under Hyperion Foundation are selected.

   

5. On the Confirmation screen, click Next to launch the configuration.

   

6. When the configuration is complete, click Finish.

   

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):

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. Validating 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.

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 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 a check marks instead of an 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:

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)

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.

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

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)