Rapid Deployment of Oracle Hyperion Tax Management Domain for Release 11.1.2.4.000

Overview

Purpose

This tutorial covers rapid deployment of Oracle Hyperion Tax Management Domain 11.1.2.4.000.

Time to Complete

Approximately 6 hours.

Introduction

In this tutorial, you install and deploy the components required for Tax Management Domain 11.1.2.4.000.

Prerequisites

Before starting this tutorial, you should:

  • Ensure IPv6 Network is properly working if this feature is enabled on your machines - see Appendix: IPv6 Network.
  • Have access (with sysdba privileges) to an Oracle 11g ( 11.1.0.7 or higher) database.
  • 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

Deployment Process

The deployment process involves the following steps and takes approximately six hours:

Step 1: Downloading Installation Files
Step 2: Installing and Configuring the Database
Step 3: Installing and Configuring EPM System

NOTE: Server Requirements and Disabling User Account Control details specified in Appendix A: Deployment Requirements.

Downloading Installation Files

To download media packs from the Oracle Software Delivery Cloud:

  1. Create two folders: EPM_rapid_downloads and EPM_rapid_unzipped on your server. The file path should not contain spaces.

  2. Using a browser, go to http://edelivery.oracle.com.

  3. In the Oracle Software Delivery Cloud, click Sign In/Register.

  4. Enter the Oracle Software Delivery Cloud user name and password, and then click Sign In.

  5. On Terms & Restrictions, read and accept the Trial License and Export Restrictions agreements, and then click Continue.

  6. Download part numbers to install Oracle Database 11g.

    • In Media Pack Search, search for Oracle Database product pack for Microsoft Windows x64 (64-bit), and then select Go.

    • From Results section, select Oracle Database 11g Release 2 (11.2.0.1.0) Media Pack for Microsoft Windows x64 (64-bit), and then click Continue.

    • Download the following part numbers to EPM_rapid_downloads:

      Part Number

      Name

      V20610-01 Part 1 of 2

      Oracle Database 11g Release 2 (11.2.0.1.0) for Microsoft Windows x64 (64-bit) (Part 1 of 2)

      V20610-01 Part 2 of 2

      Oracle Database 11g Release 2 (11.2.0.1.0) for Microsoft Windows x64 (64-bit) (Part 2 of 2)

  7. Download part numbers to install Oracle Enterprise Performance Management System Oracle Hyperion Tax Management, Fusion Edition domain.

    • From the browser, navigate back to Media Pack Search.

    • In the Media Pack Search, search for Oracle Enterprise Performance Management System for Microsoft Windows x64 (64-bit) platform, and then select Go to start the search.

    • In Results, select Oracle Enterprise Performance Management (11.1.2.4.0) Media Pack for Microsoft Windows x64 (64-bit), and then click Continue.

    • Download the following part numbers to EPM_rapid_downloads:

      Part  Number

      Name

      V74025-01

      EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 1

      V74031-01

      EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 2

      V74011-01

      EPM System Release 11.1.2.4.0 Part 3

      V74037-01

      EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 4

      V74044-01

      EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 5

      V74050-01

      EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 6

      V74056-01

      EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Part 7

      V74019-01

      EPM System Release 11.1.2.4.0 for Microsoft Windows (64-bit) Oracle HTTP Server

      V37380-01 Part 1 of 2

      Oracle SOA Suite 11g Patch Set 6 (11.1.1.7.0) (Part 1 of 2)

      V37380-01 Part 2 of 2

      Oracle SOA Suite 11g Patch Set 6 (11.1.1.7.0) (Part 2 of 2)

      V37395-01

      Oracle Fusion Middleware Repository Creation Utility 11g (11.1.1.7.0) for Microsoft Windows x64 (64-bit)

  8. Using a program, for example 7-Zip, extract the contents of the downloaded media packs:

    • V37380-01_1of2.zip and V37380-01_2of2.zip into the EPM_rapid_unzipped\SOA\ folder;

    • All other packs into the root of EPM_rapid_unzipped.  You will be warned about overwriting some files. Select Yes.

Installing and Configuring the Database

To install and configure Oracle Database, follow below steps:

  1. Using Windows Explorer, navigate to EPM_rapid_unzipped\database, and then double-click setup.exe to launch the installer.

  2. In Configure Security Updates, uncheck I wish to receive security updates via My Oracle Support, and then select Next.

  3. A warning that you did not provide an email address is displayed, click Yes.

  4. In Select Installation Option, ensure that Create and configure a database is selected, and then click Next.

  5. In System Class, select Server Class, and then click Next.

  6. In Grid Installation Options, select Single instance database installation, and then click Next.

  7. In Select Install Type, ensure that Typical install is selected, and then click Next.

  8. In Typical Install Configuration, enter the following information. Keep the default values for all other fields, then click Next.

    • Database Edition: Select Standard Edition One (3.29 GB).
    • Global Database Name: Enter Database System ID (SID) to uniquely identify the database on a system. Make sure that SID doesn't contain dots.
    • Administrative Password: Enter a password (it will be password for sys user).
    • Confirm Password: Reenter the password.

  10. In Summary screen, click Finish.

  11. In Install Product, click Finish.

  12. After completing the installation process, the installer runs the Database Configuration Assistant.

  13. In Database Configuration Assistant summary, click OK.

  14. In Oracle Database 11g Release 2 Installer, click Close.

  15. Create database tax user, who will use default table space, and update database parameter values.

    1. On your server, select Start, then All Programs, then Oracle - OraDb 11g_home1, then Application Development, and then SQL Plus.

    2. For Enter user name, enter SYS as SYSDBA.

    3. For Password, enter the sys user password.

    4. Create a database user with name as tax, and assign roles and privileges.

      • Execute the following statement.
        create user tax identified by welcome1;

      • Grant CONNECT and RESOURCE roles, and CREATE SESSION and CREATE VIEW privileges to tax by entering the following command:
        grant RESOURCE,CONNECT,CREATE SESSION,CREATE VIEW to tax;

    5. Modify the database processes and sessions parameters by executing the following statements:
      alter system set processes = 450 scope = spfile;
      alter system set sessions = 475 scope = spfile;

    6. Shutdown and then restart the database using the following commands:
      shutdown immediate;
      startup;

Installing EPM Components

To install EPM System files, follow below procedure:

  1. In Windows Explorer, navigate to the EPM_rapid_unzipped folder, and double-click installTool.cmd.

  2. In EPM System Installer, select a language, and click OK.

  3. On the Welcome screen, click Next.

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

  5. On the Installation Type screen, select New installation type, and click Next.

  6. On the Product Selection screen, select Foundation Components under Foundation Services, Tax 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.

  7. On the Confirmation screen, click Next.

  8. On the Summary screen, click Finish.

Installing and Configuring SOA Suite

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

Running the Repository Creation Utility

Navigate to the EPM_rapid_unzipped\rcuHome\bin folder and run rcu.bat.

  1. On the Welcome screen, click Next.

  2. On the Create Repository screen, select Create, and then click Next.

  3. On the Database Connection Details screen, enter the database connection details, you wish to configure SOA. Click Next to continue.

    Host Name: Enter the name of your machine
    Port: 1521
    Service name: Enter the SID of the database. (SID is available in C:\app\<user>\product\11.2.0\dbhome_1\NETWORK\ADMIN\tnsnames.ora)
    User name: sys
    Password: Enter the password for user sys

  4. At the prerequisites confirmation prompt, click OK. If a warning prompt regarding the character set is displayed, click Ignore.

  5. On the Select Components screen, in Create a new Prefix, leave a default prefix for the schema tables.

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

    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. Click Next.

  6. At the prerequisites confirmation prompt, click OK.

  7. On the Schema Passwords screen, select Use the same password for all schemas, enter a password, and click Next.

  8. On the Map Tablespace screen, leave the default tablespace names and click Next.

  9. At the confirmation prompt, click OK.

  10. At the completion prompt, click OK.

  11. On the Summary screen, click Create. This may take a while.

  12. On the Completion Summary screen, click Close.

Installing SOA Suite & Applying SOA Patches

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

  1. Open a Command prompt and Navigate to the EPM_rapid_unzipped\SOA\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)

  2. On the Welcome screen, click Next.

  3. Select Skip Software Updates and click Next.

  4. On the Prerequisites screen, click Next.

  5. 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.

  6. On the Application Server screen, verify that the WebLogic Server is selected, and click Next.

  7. On the Installation Summary screen, click Install.

  8. On the Installation Progress screen, when the Installation Successful message is displayed, click Next.

  9. On the Installation Complete screen, click Finish.

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 Tax 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.

  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.

  4. On the Specify Domain Name and Location screen, enter a domain name and accept the default locations. You must use the same domain name when you configure the EPM components. In this example, the domain name is base_domain.

  5. On the Configure User Name and Password screen, enter a user name and password for the WebLogic domain administrator. You use this domain administrator name and password for the EPM components as well. In this example, the domain administrator name is weblogic.

  6. On the WebLogic Domain Startup Mode screen, select Production Mode, then select the Jrockit location, and click Next.

  7. On the Configure JDBC Component Schema screen, select each component schema and provide the database connection information.

    • DBMS/Service: Enter the SID of the database. (SID is available in C:\app\<user>\product\11.2.0\dbhome_1\NETWORK\ADMIN\tnsnames.ora)
    • Host Name: Enter the name of your machine
    • Port: 1521;
    • Schema password: password for all schemas that you entered in the Repository Creation Utility

    When finished, click Next.

  8. On the Test Component Schema screen, verify that the connections to your data sources are successful, and click Next.

  9. On the Select Optional Configuration screen, leave the default settings and click Next.

  10. On the Configuration Summary screen, click Create.

  11. On the Creating Domain screen, when the process is complete, click Done.

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 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, Tax Management and FDMEE

  1. From the Windows Start menu, select Programs, then Oracle EPM System, then Foundation Services, 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.

  3. Select Perform first-time configuration of Shared Services database, enter the database connection details for the Shared Service database:

    • Server: Enter the name of your machine
    • Port: 1521;
    • Service Name or SID:  Enter the SID of the database. (SID is available in C:\app\<user>\product\11.2.0\dbhome_1\NETWORK\ADMIN\tnsnames.ora);
    • User Name: tax
    • Password: welcome1

    When finished, click Next.

  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 Tax Management and FDM Enterprise Edition select Deploy to application server and Configure Database. Do not select Deploy to SOA for Tax Management. Click Next.

  5. Under Configure Common Settings, select Create Windows Services for configured components and click Next.

  6. You will see the database connection details that were provided in Shared Services database connection details screen. Verify the connection details for the Tax Management and FDM EE database, and click Next.

  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 configurator)

  8. On the warning about password validation click 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.

  10. Under Configure Web Server, select Oracle HTTP Server and click Next.

  11. Enter the Shared Services Admin User name and password. Make sure that password contains no less than one numeric or special characters and click Next.

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

  13. When the configuration is complete, click Finish.

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 a couple of 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.
    Enter the Web Logic admin user name and password when prompted.
    The process will take a couple of 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, then Foundation Services, 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 Tax 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 Deploy to SOA screen, click Next.

    EPM System Configurator 11.1.2.4 - Confirmation

  6. When the configuration is complete, click Finish.

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 Stop Admin Server, where <domain> is the WebLogic domain you created with the SOA configuration tool.
    (You can also stop it with stopWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\stopWebLogic.cmd).


  2. 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)

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

Adding Native Users to the WebLogic Server

  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 Users and Groups, to add Shared Services user to WebLogic server, click on New under Users.

  7. On Create a New User screen, provide Name, Password, Confirm Password and click OK.
    Name: Shared Services Admin user name;
    Password: Shared Services Admin user password.

  8. Click Release Configuration.

  9. Click Logout.

Configuring the Keystore for Oracle Web Services Manager

You must set up the Keystore for message protection and configure the Credential Store Provider. The Tax 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 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 Access Attributes enter welcome1 in the password fields. In the Signature Key enter orakey in the Key Alias filed. In Encryption key enter orakey in the Crypt Alias field. In all password fields enter welcome1.

    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.

  10. Stop WebLogic Admin Server and SOA Managed Server:

    To stop the WebLogic Admin Server, Press and hold Ctrl + C in the command window where WebLogic Admin server has been started. Type 'Y' and press the enter key when prompted to terminate the batch job.

    To stop the SOA managed server, Press and hold Ctrl + C  in the command window where   SOA managed server has been started Type 'Y' and press the enter key when prompted to terminate the batch job.

Starting the Servers

You must start the servers required for Tax 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. Tax 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.

  2. 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.
    (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 Tax Management Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Tax Management, then Start TaxManagement.
    (You can also start it with startTaxManagement.bat. For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\startTaxManagement.bat).

Running Validation Tool to Verify 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 epmsys_registry.bat:
    For example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\epmsys_registry.bat report deployment.

  3. It will launch new browser with the report information.

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

Running Validation Tool to Verify Tax Operations Configuration

  1. From a Web browser, open the following URL : http://<HOST>:19000/taxop/faces/oracle/apps/epm/fcc/ui/page/FCCValidation.jspx

    • Where HOST is the name of the machine where TaxManagement0 managed server is configured.

  2. Log on to Tax Management with Shared Services administrator credentials.

  3. After successfully logging on the following screen is displayed.

  4. To validate the tax operations configuration, click on “Validate Tax Operations 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)

    Check Mark (Green)/X (red)

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

    Foundation Server

    Host
    Port
    Status
    DataSources targeted

     

     

    TAX Managed Server

    Host
    Port
    Status
    DataSources targeted

     

     

    SOA Server

    Host
    Port
    Status
    DataSources targeted

     

     

    TaxOperations 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 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 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.

    Check Mark (Green)/X (red)

    Messages describing the steps to fix in case of X (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.

     

     

Appendix A: Deployment Requirements

This appendix contains Server Requirements and Disabling User Account Control.

Server Requirements

  • Server Operating System: Windows 2008 R2 x64
  • Processor: Quad core
  • Memory: 16 GB RAM
  • Disk: 200 GB Disk
  • Other Software: A program, such as 7-Zip or WinZip, to extract the contents of media packs

Disabling User Account Control

To turn off user account control:

  • Log on to the server using the deployment account (the admin user account to install EPM).
  • On the server, click Start, and then Control Panel.
  • In Control Panel, click User Accounts, and then User Accounts.
  • In Make Changes to your user account, click Change User Account Control settings.
  • Drag the user account control slider to Never Notify.
  • Click OK.

Appendix B: 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.

  2. If there is any device using IPv6 such as the following example then you need to test IPv6 connection from other remote machine.

  3. 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.

  4. 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.

Summary

In this tutorial, you have learned how to:

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

Resources

Credits

  • Lead Curriculum Developer: Syed Khairulla
  • Other Contributors: Mark Mitsock, Sergei Pecherskyy, Ron Reiley, Raghava Enumadi

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