Performing a Silent Installation and Configuration of Financial Management 11.1.2

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

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.

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

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

EPM System Installer is displayed.

Select English, and click OK.

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

On the Destination panel, enter the name of your Middleware Home directory, and click Next.

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

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.

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.

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

The response file is recorded.

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

Perform the following installation steps:

1. Navigate to the directory that contains EPM System Installer.
2. 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 returns to a command prompt when the installation is completed.

Verify that the installation was completed successfully.

At a command prompt, navigate to the directory that contains EPM System Configurator. By default, the directory is EPM_ORACLE_HOME/common/config/11.1.2.0.

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

EPM System Configurator is displayed.

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

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

On the Shared Services and Registry Database panel, perform the following actions:

1. Select Perform 1st-time configuration of Shared Services database.
2. 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.
3. Click Next.

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

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

1. Select Connect to a previously configured database.
2. 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.
3. Click Next.

On the Weblogic Domain panel, perform the following actions:.

1. Select Deploy web applications to an existing domain if you have an existing Weblogic domain, or Define a new domain to deploy the web applications if you do not have an existing Weblogic domain.
2. Enter the admin host for an existing domain.
3. Enter the name of an existing domain, or a new domain name.
4. Enter the admin user and password.
5. Click Next.

.

On the Application Server Deployment panel, review the components to be deployed, and click Next.

On the Configure Web Server panel, review the information for the Oracle HTTP Web server, and click Next.

On the Financial Management DCOM 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.

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

On the Financial Management Server/Cluster configuration 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.

On the Financial Management Server/Cluster registration panel, perform the following actions:

1. Select the names of the application servers and clusters that you want to register.
2. Click Add to move the servers and clusters to the Registered Servers/Clusters list.
3. Click Next.

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

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

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.

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

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

On the Oracle Configuration Manager Registration panel, clear the "I wish to receive security updates via My Oracle Support" checkbox, and click Next.

Note: In a production environment, Oracle recommends that you specify the contact information to use for notifications from My Oracle Support and Oracle Configuration Manager.

In the Email Address Not Specified window, click Yes.

On the Set Shared Services admin user password panel, enter a password for the Shared Services admin user, and click Next.

In this tutorial, you enter hyperion.

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

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

The response file is created.

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

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

1. Navigate to the directory that contains EPM System Configurator.
2. 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.

Perform the following steps to create the script:

1. Navigate to the directory where you want to create the script.
2. Right-click the directory, and select New, and then Text Document.

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

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. Commented lines are informational only; the system ignores the lines when the script runs.

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

Enter the following login credentials.

Note: You specified the password for the admin user in EPM System Configurator.

Enter the following information to create the application:

1. Application name
2. Application description
3. Application type

The application type for a Financial Management application is Consolidation.

Enter the following information for the Scenario dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Account dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Entity dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Period dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the View dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Value dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

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

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Year dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Custom1 dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

The dimension type for the four custom dimensions is Generic.

Enter the following information for the Custom2 dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Custom3 dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Custom4 dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Currency dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Security Class dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Alias dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

Enter the following information for the Consolidation Method dimension:

1. Application name
2. Dimension name
3. Dimension description
4. Dimension type

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

1. Application name
2. Member name
3. Member description
4. Dimension to which the member belongs
5. The name of the parent under which to insert the newly created member. Use #Root to add a member at the top level of the tree.

Enter the following information for the Close member:

1. Application name
2. Member name
3. Member description
4. Dimension to which the member belongs
5. 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.

Enter the following information for the English member:

1. Application name
2. Member name
3. Member description
4. Dimension to which the member belongs
5. The name of the parent under which to insert the newly created member. Use #Root to add a member at the top level of the tree.

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

1. Application name
2. Member name
3. Member description
4. Dimension to which the member belongs
5. The name of the parent under which to insert the newly created member. Add the 2009 member under the [Year] parent.

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

1. Application name
2. Member name
3. Member description
4. Dimension to which the member belongs
5. The name of the parent under which to insert the newly created member. Use #Root to add a member at the top level of the tree.

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

1. Application name
2. Member name
3. Member description
4. Dimension to which the member belongs
5. The name of the parent under which to insert the newly created member. Use #Root to add a member at the top level of the tree.

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

1. Application name
2. Member name
3. Member description
4. Dimension to which the member belongs
5. The name of the parent under which to insert the newly created member. Use #Root to add a member at the top level of the tree.

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

1. Application name
2. Dimension name
3. Dimension name with which you want to associate the dimension
4. The name of the property to update
5. Property description

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.

1. Application name
2. Default currency
3. Default rate for balance account type
4. Default rate for flow account type

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

1. Application name
2. Dimension name
3. Custom dimension ID

Enter the following information to update the Custom2 dimension.

1. Application name
2. Dimension name
3. Custom dimension ID

Enter the following information to update the Custom3 dimension.

1. Application name
2. Dimension name
3. Custom dimension ID

Enter the following information to update the Custom4 dimension.

1. Application name
2. Dimension name
3. Custom dimension ID

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

1. Application name
2. Dimension name
3. Parent name
4. Member name
5. Consolidation account type

Enter the following information to deploy the application:

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

Save the application creation script, and exit Notepad.

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

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

Note: Use the -C option to specify the name of a script file.

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

Verify that the script was completed successfully.

You completed the tutorial.