Oracle Hyperion Enterprise Performance Management System Installation and Configuration

Transcription

1 Oracle Hyperion Enterprise Performance Management System Installation and Configuration Release Updated December 2010 Readme Purpose... 1 New Features... 1 General Installation Information... 3 Translation Support... 5 Known Issues... 5 Accessibility Considerations Documentation Updates Defects Fixed in this Release Purpose This document includes important, late-breaking installation and configuration information about this release of Oracle Hyperion Enterprise Performance Management System products. Note: See the individual product Readmes for other late-breaking product information. Review this information thoroughly before installing. It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. Oracle Hyperion Enterprise Performance Management System supports accessibility features, which are described in Appendix H of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. This readme file is accessible in this release in HTML format. New Features EPM System Installer now installs these items: o o WebLogic Server (replaces Apache Tomcat as the embedded Java container) Oracle HTTP Server (replaces Apache Web server as the embedded Web server) See the Certification Matrix: Top of Document pg. 1

2 for the versions installed and for a list of other supported application servers and Web servers. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. Most EPM System products have adopted Oracle Diagnostic Logging (ODL) as the logging mechanism. The ODL framework provides uniform support for managing log files, including log file rotation, maximum log file size, and the maximum log directory size. For more information, see the Using EPM System Logs chapter of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide. Oracle Configuration Manager (OCM) integrates with My Oracle Support and provides configuration information for Oracle software. It assists in the troubleshooting, maintenance, and diagnostics of your EPM System deployment. For more information about Oracle Configuration Manager, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. This release allows the system administrator to reconfigure logical references to existing, deployed Web applications without redeploying them. With this release, many EPM System products support host names that resolve to IPv6 addresses. See the Oracle Hyperion Enterprise Performance Management System Certification Matrix. IPv4 support (both host name and IP address) remains unchanged from earlier releases. EPM supports the following types of SSL configuration: o o o o Full SSL Deployment (including data access) SSL Terminating at the Web Server SSL Accelerators (off-loading) Two-way SSL For more information on the SSL configurations, see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide. EPM System Configurator now requires the Shared Services admin password to be changed during system configuration. Once deployed, subsequent password changes are done through Shared Services. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. Essbase now supports active-passive failover without Oracle Clusterware. You can use EPM System Configurator to configure Essbase in an active-passive failover configuration with write-back capability. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide and the Oracle Hyperion Enterprise Performance Management System High Availability Guide. Microsoft Windows Installer (MSI) Client Installers are now provided for Essbase Excel Add-in and Disclosure Management. Essbase Server supports Oracle Process Manager and Notification Server (OPMN) Integration. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. pg. 2

3 New Products EPM System releases the following new products: Oracle Hyperion Financial Close Management-Helps companies define, execute, and report on the interdependent activities of a financial close period. It provides centralized monitoring of all close process tasks and provides a visible, automated, repeatable system of record for running close processes. Oracle Hyperion Disclosure Management-Allows you to assemble a reporting package for submission to a regulatory agency that includes financial statements, as well as supporting schedules and commentary which may exist in Excel, Word, or a Financial Reporting document. General Installation Information Top of Document This section includes important information about installing this release of EPM System products. See the remaining sections for product-specific installation information. This release is intended for new deployments only. Upgrading or migrating from previous EPM System releases is not supported. In addition, products from this release are not compatible with products and applications from previous releases. The manual deployment of Web applications is greatly simplified, using WebLogic s Config Assistant. Instructions are now provided in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide; there is no longer a separate manual deployment guide. Relational Database as Native Directory-Replaces OpenLDAP as the central storage for native EPM System user accounts and provisioning information. Unlike previous releases, this release supports using only a relational database as Native Directory. Native Directory is created in the database that you configure as the Shared Services database while deploying EPM System components. For more information, see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide. By default, for most products, EPM System Installer installs 32 bit products on 32 bit operating systems and 64 bit products on 64 bit operating systems for the Web and Services tiers. EPM System Installer installs 32 bit client products on all operating systems. For Essbase Server and Essbase Client, EPM System Installer installs both 32-bit and 64-bit components on a 64-bit operating system. EPM System Configurator configures only 64-bit components on 64-bit operating systems. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. If you are using Oracle database , you must use a minimum of Oracle database client The following products have their own installers: o o o Smart View for Office Essbase Excel Disclosure Management pg. 3

4 See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. The EPM System directory structure has changed. The default directories are now Middleware Home and EPM Oracle Home: o A Middleware home consists of the Oracle WebLogic Server home, and, optionally, one or more Oracle homes, including EPM Oracle home. A Middleware home can reside on a local file system or on a remote shared disk that is accessible through Network file system (NFS). The Middleware home location is defined during the first product installation on the computer. Subsequent installations on the computer use the previously defined location. The default installation directory is. The Middleware home location is referred to as throughout this document. o An Oracle home contains installed files necessary to host a specific product, and resides within the directory structure of the Middleware home. The EPM Oracle home contains files for EPM System products. Components of EPM System products are installed in the EPM Oracle home directory under the Middleware home. The default EPM Oracle home location is. In addition, common internal components used by the products are installed in EPM Oracle home. The EPM Oracle home location is defined in the system environment variable called EPM_ORACLE_HOME. The EPM Oracle home location is referred to as throughout this document. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. EPM Workspace provides a consistent and interactive thin-client environment for working with EPM content. EPM Workspace is the Web client for the following products: o Reporting and Analysis o Planning o Profitability and Cost Management o Financial Management o EPM Architect o Performance Scorecard o Calculation Manager In addition, Oracle Business Intelligence Publisher and Oracle BI EE can be configured to integrate with EPM Workspace. The new Foundation Services Web application consolidates to one JVM and includes these Web applications: Shared Services and EPM Workspace. The new Reporting and Analysis Framework consists of the Reporting and Analysis Framework Web Application and the following Reporting and Analysis Framework services: 1. Global Service Manager (GSM) 2. Local Service Manager (LSM) 3. Service Broker 4. Job Service 5. Event Service 6. Repository Service 7. Usage Service 8. Logging Service 9. Session Manager Service 10. Publisher Service 11. Authentication Service 12. Authorization Service 13. Analytic Bridge Service 14. Impact Management Services 15. Search Services pg. 4

5 The following SSL configurations are supported and are documented in the Oracle Hyperion Enterprise Performance Management System Security Administration Guide: o o o o Full SSL Deployment (including data access) SSL Terminating at the Web Server SSL Accelerators (offloading) Two-way SSL EPM System no longer installs or supports Oracle Internet Directory (OID) for use as Native Directory. EPM System no longer releases these items: o o Oracle Hyperion Smart Search Command Line Utility Hyperion Remote Access Module (HRAM) EPM System Installer is an enterprise-caliber installation program that installs a suite of EPM System components. It can require several hours to execute an installation. OHS 11g requires 11g Oracle DB driver. If an oracle DB10g driver is present in any Oracle Home on that machine, OHS doesn t work. To work around this issue, when you are installing Foundation Services, do not install it on a machine that has the Oracle DB10g driver installed on it. Translation Support Top of Document This release supports non-english languages. The list of supported languages for all EPM System products is included in the Oracle Hyperion Enterprise Performance Management System Certification Matrix, posted at Known Issues This release has the following noteworthy known issues. General Top of Document Defect Number Known Issue pg. 5

6 Defect Number Known Issue Services are working properly, but then a user logs off and Web applications become inaccessible. A 404 error is returned when users attempt to access any of the Web applications. This problem can occur because sometimes Windows cleans out a user's temp directory when the user logs off from a remote session. Therefore, if the user who installed EPM System products and is running the services logs in to a remote session of EPM System and then logs out of the remote session, upon logout, Windows sometimes cleans out the temp files associated with this user. Since these temp files are in use by WebLogic, deleting them causes WebLogic to stop functioning. If you are able to change the configuration of terminal services, do the following: 1. Stop all EPM System services. 2. Go to Terminal Services Configuration 3. In the Edit settings area, deselect the option for Delete temporary folders on exit so that it changes to No. 4. Start EPM System services. 5. Log off and test. If you cannot change the configuration of terminal services, change the temp location for the services: 1. Create the following folder: 2. Use the Windows tool, and navigate to to find the service entries in the registry: pg. 6

7 Defect Number Known Issue 3. Set the value for the JVM option entries for to the newly created temp directory. For example: 4. Set the value for the JVM option entries for to the following: Substitute for the actual deployed server name such as, etc. We also recommend that you add an option to the JVM setting. This option ensures that the services won t shut down when users log out of Remote Desktop. To do this, select New, and then String Value with the name where is the and set its value to 5. Edit the value and increase it by In EPM Release , the Administration Services Console is missing the Business Rules node. This problem can occur if the Administration Services Console is the only product installed in an EPM Oracle Home, because EPM System Installer does not install the folder when Administration Services Console is installed alone. To resolve this issue, install the Integration Services Client on the machine where the Administration Services Console is installed The Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide states that you can use an underscore during installation and configuration. However, using an underscore(_) in Shared Services Web application server machine name or in host names in EPM System Installer and EPM System Configurator is not supported. Using underscores in host names may cause errors when starting or connecting to services running on the improperly named hosts. The documentation will be updated to reflect this limitation When you run EPM System Configurator for Planning and then Strategic Finance, the Planning options are displayed when you select Strategic Finance to configure. Workaround: Restart EPM System Configurator and proceed with the configuration. pg. 7

8 Defect Number Known Issue After you run EPM System Configurator successfully for several products, when you rerun EPM System Configurator again, the status check boxes of the configured parent products are still selected. Workaround: If parent products are selected for configuration and the subtasks are displayed as successfully configured, click Next: If you receive a popup message indicating no tasks to run, you may ignore the parent status and close the window. If EPM System Configurator proceeds, then you actually have incomplete hidden tasks to run; for example: Shared Services registration or an internal preconfiguration task EPM System Diagnostics, on some machines, exceeds the timeout of 10 minutes to check Financial Management services. A warning message is displayed. Workaround: Change the EPM System Diagnostics timeout to 15 minutes When EPM System Configurator terminates abnormally before configuring EPM System products, EPM System Configurator displays the status as complete. Workaround: Re-run EPM System Configurator and select all the options Windows (64-bit): EPM System Configurator copies the wrong WebLogic IIS plug-in on Windows (64-bit) operating system. Workaround: 1. Stop IIS from the IIS console or one of the these: -World Wide Web Publishing Service -HTTP SSL -IIS Admin Service 2. Copy from to 3. Copy from to all folders under For example: pg. 8

9 Defect Number Known Issue , , The WebLogic Server-provided IBM DB2 JAR file that is installed by EPM System Installer as part of WebLogic Server does not provide support for BLOB fields in IBM DB2 Release 9.7. Workaround: To get this required support with IBM DB2 Release 9.7, apply the latest WebLogic patches after you install EPM System products and before you configure them EPM System Configurator fails when the WebLogic domain is created outside EPM System Configurator and EPM System Configurator is running on the same machine as the WebLogic Admin Server machine for the domain. Workaround: If you are deploying to an existing WebLogic domain and the domain WebLogic Admin Server is running on the same machine, shut down the WebLogic Admin Server before configuring EPM System products. If a product (for example, SOA) requires the WebLogic Admin Server to be running, run the EPM System Configurator a second time On the EPM System Installer summary window, clicking the Configure button does not start EPM System Configurator. Workaround: From the Start menu, select Programs, then Oracle EPM System, then Foundation Services, and then EPM System Configurator , Repeating full installations on a system without proper cleanup between them can cause the system PATH to overflow (maximum length of 1024 characters), overriding the earliest entries in the variable. Workaround: After any uninstallation, remove unused entries from system PATH before the next installation. Otherwise, you may have to manually remove some unused entries from system PATH and restore other entries; for example: and When you run EPM System Configurator, the SSL listen ports are predefined for all deployed Web applications and then enabled. They should be in a disabled state because EPM System Configurator does not perform automatic SSL configuration. Workaround: Configure SSL separately. For instructions on SSL configuration, see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide When you run EPM System Configurator and configure Financial Management Web session timeout, you are directed to specify time in seconds. The time increment is then set in minutes, not seconds. Workaround: Set the session timeout in minutes UNIX: When you run EPM System Configurator and leave the user name blank for the database, click Next, and then go back to reenter the user name, the Shared Services Registry tables are not created. Workaround: Exit EPM System Configurator before reentering the user name. pg. 9

10 Defect Number Known Issue When you run EPM System Installer, on the language selection dialog box, the default selection for the language is wrong. Workaround: Manually select the correct language AIX: When you install EPM System as the first Oracle product on a machine, you must run, located in the extracted assembly folder as a root user to create the central inventory for Oracle products , In a distributed environment, for an automatic or a manual deployment, the necessary files between the WebLogic Admin Server and the managed server do not synchronize. Workaround: Just after the configuration and before any server startup on the managed server box, copy from the WebLogic Admin Server machine (for example ) to the folder where is the domain defined for the deployment in the managed server home Note: If you already started the server, replace the encrypted values in of the managed server with an unencrypted user name and password and then restart the server When you run EPM System Configurator and enable SSL listen port on the Common Settings window and deploy Shared Services, the HTTPS listen port does not populate the Shared Services server. Workaround: Use the ( on UNIX) utility to add values to the Shared Services node in the Shared Services Registry. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide When you run EPM System Configurator and choose the database configuration option, EPM System Configurator fails if the database name has double-byte characters. Workaround: Change the database name to non-double-byte characters EPM System Configurator displays the wrong error message during SSL support for JDBC verification. Workaround: Restart EPM System Configurator In EPM System Configurator, the Web server task is listed when no Web applications or Web servers are installed. Workaround: Ignore the listing because you do not have to configure the Web server on the services tier. pg. 10

11 Defect Number Known Issue After a configured Shared Services database is deleted and then recreated, EPM System Configurator stops when you attempt to configure the new database. Workaround: Do not delete the database in the middle of configuration. If you have already deleted the database, stop and restart EPM System Configurator When EPM System Installer installs files, the progress bar stalls at 99% for over a half hour. Workaround: EPM System Installer appears to freeze while copying over large amounts of help files. It will complete the task, but on some slow systems, it might take an hour. Know that if you cancel the installation, help files for EPM System Uninstaller may not be available After the IIS listen port is changed, the Web server configuration task displays the default port. Workaround: Disregard the port displayed in the Web server configuration task. The listen port is changed correctly If EPM System Configurator is running and you click Cancel, this error message is displayed: This action cannot be canceled. Workaround: Either shut down the command line window or open the Windows Task Manager and end the Java process EPM System Configurator does not prompt for database information if the database is not running. Workaround: Verify that your database is running before you start EPM System Configurator On non-windows systems, when installing in console mode, you can select to install Windows-only components and proceed, but the components are not installed because they are not supported on non-windows platforms Windows (64-bit): The following error message is displayed during installation and configuration: The value for the attribute is not valid: progid. Workaround: You can ignore this error message, click OK, and continue , , If there is not enough free disk space for an installation, EPM System Installer displays an error message,, at the bottom of the Summary window. Workaround: Ensure that there is twice as much space as the amount shown in Oracle Hyperion Enterprise Performance Management System Installation Start Here. 64-bit: When installing in console mode, when Typical mode is selected, the screen has both 32-bit and 64-bit versions of the components selected. Workaround: Select only one type (32-bit or 64-bit). pg. 11

12 Defect Number Known Issue When you use EPM System Configurator to reconfigure a database, the Advanced Options window is not displayed. Workaround: Use the Shared Services Registry editor to edit the database connection properties: 1. On a machine hosting the 11.1.x EPM System software, go to and run the following command: 2. Note the Component ID for the database connection you want to edit, and the component property names and values you want to update. 3. To update the component property, go to command: and run the following where is the component's ID you found when you viewed the component hierarchy, is the component property name you want to update, and is the new value for the component property When your run EPM System Configurator and choose the database configuration option, if the server name is incorrect, the Advanced Option window is not displayed. Workaround: Shut down EPM System Configurator. Restart EPM System Configurator, choose the database configuration option, and enter the correct server name For all supported databases, EPM System Configurator does not correctly process the parameter on the Advanced Options window. Workaround: Enter the name (case-sensitive) as Linux: When you configure products in console mode, all products are not selected by default. Workaround: Manually select all products needed for configuration If a system is not completely cleared of files, performing an overinstall causes EPM System Configurator to not show database configuration panels for all products. Workaround: Uninstall and select the option to delete files and directories. Then, remove the file found in and install again , You must use native authentication with Microsoft SQL Server instead of Windows authentication. Both the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide and the Oracle Hyperion Enterprise Performance Management System Installation pg. 12

13 Defect Number Known Issue Start Here state to use Windows authentication. Oracle HTTP Server On Windows 2003 SP2 64-bit, EPM System Configurator fails to start Oracle HTTP Server (OHS). Startup fails because Oracle HTTP Server only supports Oracle database client Version 11. Workaround: If using Oracle database , you must use Oracle database client EPM System Installer cannot install Oracle HTTP Server (OHS) on a machine having 1015 MB total physical memory. Workaround: Ensure that you have 1024 MB total physical memory If WebLogic Server is installed outside of EPM System and folder is missing under Middleware Home (For example: Java Required Files (JRF) is not installed on the machine) the folder does not get installed with EPM System Installer. Workaround: Install Oracle HTTP Server on another system and copy the folder / over If EPM System Installer fails to install Oracle HTTP Server (OHS), the Oracle HTTP Server reinstall option is not available. Workaround: Review the Oracle HTTP Server and EPM System Installer log files to determine why Oracle HTTP Server failed to install. Note: A common reason for an incomplete Oracle HTTP Server installation or configuration is a missing prerequisite on the Oracle HTTP Server machine. See the Oracle HTTP Server Installation Prerequisites section in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide , If you have already installed Oracle HTTP Server (OHS) in the same Middleware Home to which you are installing EPM System, EPM System Installer does not install Oracle HTTP Server, and does not lay down required static content files. Workaround: To get the required static content for all Web applications, after you run EPM System Installer: 1. Create a file (Windows:, UNIX: ) in the EPM System Configurator directory; for example:. 2. Copy the Windows or UNIX script from below for extracting the static files into the newly created BAT (SH) file. pg. 13

14 3. In the script, locate the line substitute < with the actual installation location of the EPM System Installer script. 4. Run the script. The script puts the zipped static content for all Web applications in the same folder that is normally copied by EPM System Installer. 5. Run EPM System Configurator and select the Web server task. Windows Script for Extracting the Static Files. : pg. 14

15 UNIX Script for Extracting the Static Files. : pg. 15

16 In a distributed environment, Oracle HTTP Server (OHS) is required on each machine hosting a Web or Service tier component. If you install using the "Choose components individually" installation option, OHS is not automatically selected, and EPM System Configurator hangs during configuration. Workaround: Install OHS on each machine hosting a Web or Service tier component and then run EPM System Configurator again. Uninstalling No number EPM Infrastructure Development recommends that you don't run two instances of EPM System Configurator on multiple machines at the same time. The data from one instance of EPM System Configurator could overwrite the configuration done by the second EPM System Configurator instance. No number No number After uninstalling an EPM System component, services do not start any more. This problem occurs because the uninstallation program incorrectly removes entries from the Shared Services Registry that are associated with Foundation Services components. Workaround: Restore the Shared Services database from a backup and restart the services. After configuring some EPM System components and then uninstalling one component, the other components cannot be configured. This problem occurs because the uninstallation program incorrectly removes entries from the Shared Services Registry that are associated with Foundation Services components. Because database backups are usually not available during the configuration process, the best way to address this issue is to reconfigure EPM System. Workaround: Before you reconfigure, perform the following tasks: Remove the following folders: pg. 16

17 Any other folders 2. Remove the file in or in from each system EPM System Configurator does not show the database configuration panel if the Shared Services Registry database is dropped. Workaround: Delete the file from and rerun EPM System Configurator UNIX: EPM System Uninstaller leaves some files under the product installation location. Workaround: Perform an overinstall When you uninstall an EPM System component, the EPM System Uninstaller also uninstalls the EPM System product. For example, uninstalling Interactive Reporting removes Financial Reporting and Web Analysis deployments and Financial Reporting services The WebLogic Uninstaller does not launch from EPM System Uninstaller. Workaround: Manually run the WebLogic Uninstaller EPM System Uninstaller does not stop WebLogic Node Manager processes. Workaround: Manually stop all WebLogic Node Manager processes Windows: EPM System Installer may fail on Windows when you reinstall after uninstalling a previous EPM System installation. Workaround: After you uninstall, reboot the Windows machine before you reinstall to the same folder EPM Infrastructure Development strongly recommends that you don't uninstall individual components of Release after any of the components are configured. Rather than uninstalling the components, shut down the services that you no longer need and set the Startup Type option to Disabled. Translation Support In Japanese, when you run EPM System Configurator and the Shared Services Registry database user name and password use double-byte characters (hieroglyphs), the Foundation Services Web server configuration fails. Workaround: Change the Shared Services Registry database user name and password to non double-byte characters , , You must install and configure EPM System products in English. When you are using EPM products on a Turkish machine, set your Web browser language to pg. 17

18 Turkish (tr). See in the Planning section Linux-WebLogic-Turkish: When manually adding the LANG environment variable to with the WebLogic-Turkish combination, you must also add " " in where is the name of the application and the setting to start EPM System products. You might also install a generic installation on a WebLogic server, using Sun JDK in case the Turkish locale is used on Linux (Oracle or RedHat). Foundation Services Shared Services You cannot start Shared Services from Windows services. Workaround: Update the Windows registry: 1. In the Windows registry, locate the following key: Top of Document 2. Under, increase the by one and add a new with the value. 3. Restart the Shared Services server from Windows services If you uninstall Shared Services, not all configuration tasks appear in EPM System Configurator. Workaround: Reinstall an existing EPM System product and restart EPM System Configurator. Performance Management Architect The Performance Management Architect start menu, (Start, then Programs, then Oracle EPM System, then Foundation Services, and then Performance Management Architect) URL displays the following error message:. Workaround: Edit the start menu URL to use the Web server port instead of the application server port When you run EPM System Configurator for Performance Management Architect database and interface data source configuration, if you are using an SQL Server named instance, you must specify a fixed port When an existing interface table data source is edited, and you select to, the dialog box should indicate which tables will be deleted. pg. 18

19 Smart View In the Installing Smart View section of the Smart View User s Guide, step 6 should be changed from 6. Visual Explorer licensees only: To make Visual Explorer available to users, in the following location, rename to : to 6. Visual Explorer licenses only: To make Visual Explorer available to users, copy to the following location and rename it to : Smart View Client does not connect to Shared Services provider URL. The connection validation time takes longer than the default Internet Explorer timeout. Workaround: Reset the Internet Explorer timeout: 1. Click Start and then Run. Type, and then click OK. 2. Locate and then click the following key in the Windows registry: 3. On the Edit menu, click New, and then click DWORD Value. 4. Type, and then click ENTER. 5. On the Edit menu, click Modify. 6. Type a timeout value (in milliseconds), and then click OK. For example, to set the timeout value to 2 minutes, type Restart Internet Explorer. You may also need to restart Excel to update the new timeout setting Windows (64-bit): You must install Desktop Experience on Windows Server 2008 before EPM System Installer installs Smart View When running Smart View in a German locale, an error message is displayed, objekt Smart View Extension Activator Konnte nicht erstellt werden...". Workaround: Check that.net is installed properly Windows 2003: When you run EPM System Installer, Smart View fails to install MSXML6 module on Windows Server 2003 R2, and this causes Excel 2003 to fail when you try to open the Options dialog box. Workaround: Manually run. pg. 19

20 If you get an error that says Could not open in the Windows event viewer, Windows permissions are not properly set. Even if you are logged in as the Administrator for Windows XP or 2003, you do not have rights to modify Windows registry keys. Workaround: For suggestions on setting the permissions, see the IBM documentation: 01.ibm.com/support/docview.wss?rs=663&context=SSGSG7&uid= swg &loc=en_us&cs=utf-8&lang=en When an external drive is connected, EPM System Installer installs Smart View on the external drive with no option to install on the local C:\ drive and the last used date is not updated. Workaround: Disconnect the external drive while installing Smart View , If you install Smart View on a machine with no EPM System products installed, the Smart View installation fails to install properly. Workaround: Install Smart View again. Top of Document Essbase Essbase Server In Release , the OPMN service for Essbase is erroneously not installed on the Windows 64-bit platform The OPMN service for Essbase is installed, but OPMN is not started as a service. To change the startup type to a Windows service, follow these steps: 1. Back up or delete the 2. Update or create so that it only contains the following lines: file. Now using the single start script will start OPMN as a Windows service and will remain running after the user logs off is not installed on all AIX platforms. Workaround: Copy the file from to the directory, and then restart Essbase Server is not installed on all Windows platforms. Workaround: Replace the installed OCI DLLs with the correct files. Complete the following procedure to download and install the DLLs. Download the Oracle Instant Client ZIP file (instantclient-basic-win32- pg. 20

21 zip) from the following URL and unzip the file: This ZIP contains all files required to run OCI, OCCI, and JDBC-OCI applications. Copy all o*.dll files from this unzipped folder to the %EPM_ORACLE_HOME%/bin directory. Restart Essbase Server The shortcut to Visual Explorer is wrong. Workaround: Edit the following Essbase Visual Explorer shortcut: Change it to: On Linux or UNIX, when you start Essbase in OPMN mode, Essbase cannot connect to the Oracle BI Apps server using the Oracle BI Apps ODBC driver. Workaround: To integrate with Oracle BI Apps ODBC driver ( ) on Linux or UNIX platforms: Start Essbase Server in non-opmn mode, with the following script: 2. After you finish Essbase cube deployment, or data loads with Oracle BI Apps data source, restart Essbase in OPMN mode. Note: Do not start Essbase in non-opmn mode unless you need to for this specific use case (Linux or UNIX using Oracle BI Apps ODBC driver) After you overinstall Essbase into the same directory, OPMN is not configured for starting Essbase. Workaround: Before overinstalling to the same directory ( ), delete or rename the Essbase directory On UNIX, OPMN management of Essbase and failover clustering is not supported if you are using Oracle BI EE as a data source for Essbase When you run EPM System Configurator and select the custom configuration option to configure Essbase on a cluster of the first server, the Essbase custom configuration task fails. Workaround: Run EPM System Configurator with the custom configuration task again After you overinstall Essbase, the Essbase global application does not exist in Shared Services. Workaround: Use Administration Services to externalize native users from Essbase You must edit the PATH environment variable and verify that the Essbase client path is before the Integration Services path. For example: should come before. pg. 21

22 Administration Services After you modify the Essbase Administration Services port, the menu command Assign Access Control is no longer displayed in Shared Services. Workaround: Log on to Essbase Administration Services Console, and use the command on the appropriate Enterprise View. Navigate to Essbase Servers, then HOSTNAME, and then the Applications item. Integration Services On Windows 2003 SP 1, after installation, EPM System Installer uses Windows services to start and stop the services for Integration Services. Sometimes after the services are stopped with the Windows services console, still runs. Workaround: Manually stop the and processes. Data Management Financial Data Management FDM cannot be installed on a Windows terminal server. In addition, FDM cannot be installed on a Citrix server. Citrix can publish the URL to an FDM installation that is hosted on a non-citrix server. Top of Document Reporting and Analysis General starts both Reporting and Analysis Framework Web application and Reporting and Analysis Agent. The dependency to start both should be removed. Workaround: To start Reporting and Analysis Agent, run To start both Reporting and Analysis Framework Web application and Reporting and Analysis Agent, run To access Financial Management data sources on 64-bit Windows machines running the Financial Reporting Web application, you must prefix the entry to the Env2, JVMOption13, and JVMOption17 entries in the Windows registry under the following key: pg. 22

23 Update the location as needed if your. is not in Financial Reporting You cannot start a cloned instance of Financial Reporting Web application. Workaround: After you clone a managed server in WebLogic Admin Console and before you start the cloned server: 1. Open the following file and add the new managed server name to the EPM_SERVERS list: is the domain defined for the deployment in the managed server home 2. Copy the,,, and scripts for the cloned server, rename the scripts, and then update them properly to add the new managed server name. For example, if you cloned the Financial Reporting managed server to a new managed server name; for example,, you would rename the following files under folder: deployment; deployment; ]-For automatic For manual For the startup file For the shutdown file 3. You can now start and stop the cloned server from the WebLogic Admin Console The Financial Reporting Print Server fails to generate a report on Windows You might see one of the following symptoms: PDFs are not generated The Print Server log shows has an out of memory or heap issue The Print Server service is not in services list And the following errors in the logs: pg. 23

24 or To resolve these issues: 1. Stop the Print Server service if it is running. 2. Install the Financial Reporting Studio Client on the machine that has the Financial Reporting Print Server on it. This ensures that any missing files or registry entries are made correctly because the Print Server and Financial Reporting Studio share many files and settings. 3. Install Windows 2008-compatible Postscript drivers. The best way to do this is to install any Windows postscript printer from the Windows 2008 installer. 4. From a command line, run: This configures the Financial Reporting printer drivers. 5. From a command line, run: This registers the Print Server with the service list. 6. Start the Print Server service. Production Reporting Production Reporting does not run on AIX bit. Workaround: To run Production Reporting on AIX, you must change to 64-bit Instead of using the Shared Services Registry to store URLs, the Production Reporting portlet uses when you deploy the Reporting and Analysis Framework Web application. Workaround: Update the following portlet values in the EPM Workspace Web application : -The EPM Workspace Web server machine host name. -The EPM Workspace Web server machine listen port. The default value is pg. 24

25 Dashboard Development Services After Dashboard Development Services is installed on Windows Vista, the folders under the EPM Oracle home directory are read-only. Workaround: Add the domain user or group to the EPM Oracle home folder security, and assign the user write permissions. Financial Performance Management Applications Planning If you are using Turkish, before initializing Capital Asset Planning, Workforce Planning, or Public Sector Planning and Budgeting, you must set your Web browser language to Turkish (tr). If you do not, English, not Turkish, members are populated during initialization. Top of Document Financial Management In order to use the Financial Management Lifecycle Management Web service, you must manually install Web Services Extensions If you are using Financial Management in a load-balanced Web server environment, loading documents, metadata, data, etc. will fail. This issue is fixed in Financial Management Release You can obtain Release from My Oracle Support at by searching for patch number from the Patches and Updates tab On Windows 2008 (64-bit), the EPM configurator "Configure Web Server" task will fail unless the server has a user account named "Administrator" in the "Administrators" group When you deploy Financial Management, you may receive the following error: JRF WebServices Asynchronous services are required only if you are using Financial Management with Financial Close Management. If you are not using Financial Management with Financial Close Management, you do not have to select the Deploy to Application Server task in EPM System Configurator for Financial Management. If you inadvertently select Deploy to Application Server for Financial Management, you can ignore any error messages. You need a working Financial Management Web Services Web application deployment only if you are using Financial Management with Financial Close Management After setting up Financial Management with more than one application server, the EnableServerLocking option is not enabled. EPM System Configurator no longer automatically enables this option; therefore, if you have more than one Financial Management application server, Data Sync will not happen after 300 seconds, and the HsvEvent.log shows Multi-server is not ON. You must manually enable this option by updating the Windows Registry: pg. 25

26 1. Locate this key: HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Financial Management\Server 2. Add this parameter: "EnableServerLocking"=dword: Perform this procedure on any machine hosting a Financial Management service or Web application When you run EPM System Configurator and add a second Financial Management cluster, the Register Application Servers/Cluster task fails. Workaround: Run Financial Management Configuration Utility for cluster definition In a clustered environment, after you run EPM System Configurator, Financial Management Web services do not start. Workaround: Manually point the three Java Message Service (JMS) structures (module, server, and file store) to the same managed server or cluster as Financial Management Web Services EPM System Configurator fails when you install Financial Management Web services on a machine separate from Microsoft.NET Framework. Workaround: Install Financial Management Web services and the.net Framework application on the same machine After you run EPM System Configurator to configure Financial Management, you cannot connect from Smart View to Financial Management. Workaround: 1. Re-run EPM System Configurator. 2. Select the Configure Financial Management Web Server task. 3. On the Web server task window, select Configure IIS to Enable Smart View Provider. 4. Fill in the Enable Smart View Provider window After EPM System Installer installs Financial Management on a 32-bit or 64-bit machine, the alerts from Financial Management do not work because EPM System Installer did not register Microsoft.NET Framework. Workaround: Register locate and run the correct register command on your system: 32-bit: 64-bit: The Web server configuration does not recognize a lowercase (for example: hfmofficeprovider123 or hfm123) name in the Financial Management Web server Web directory registry. pg. 26

27 Workaround: When you configure Financial Management with EPM System Configurator, on the Configure Web Server window, for the Virtual Directory Name, use only the default name even though EPM System Configurator lets you change the value. If you enter a different name, EPM Workspace will not recognize it Microsoft Windows 2003 SP2: In some Windows 2003 SP2 installations, clients may experience Access Denied issues while connecting from Financial Management or Financial Reporting. The client machine event log displays a General access denied error message. Workaround: Add the following not already exist: 1. In the Registry Editor, under value to the Windows registry if it does a new value with the name. 2. Right-click and click Modify. 3. For the Value Data, enter 1, and click OK. Note: This setting disables the bind-time negotiation and multiple-transfer syntax negotiation. 4. Exit the Windows Registry Editor and restart the computer., add Financial Close Management After EPM System Installer installs Financial Close Management, there is a missing template for Oracle JRF Web Service Asynchronous Services. Workaround: During deployment, select the following products: Oracle SOA Suite All common Oracle components including: Oracle Enterprise Manager Oracle WSM Policy Manager Oracle JRF Web Services Asynchronous services Oracle JRF For more information on required selections for Financial Close Management, see the Configuration Prerequisites section in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. Top of Document , When you run EPM System Configurator to reconfigure the Financial Close Management database, you cannot use the Drop and Create option. Workaround: Drop the database artifacts using the Database console or command line and reconfigure Financial Close management to a new database. pg. 27

28 Accessibility Considerations It is our goal to make Oracle Products, Services, and related documentation accessible to the disabled community. Assistive technologies apply only to Windows operating systems and to Microsoft Internet Explorer. Documentation Updates Accessing Hyperion Product Documentation Top of Document The most recent version of each Hyperion product guide and online help is available for download from the Enterprise Performance Management System Documentation Library on the Oracle Technology Network (OTN) Web site: Deployment-related documentation is available on both Oracle Technology Network (OTN) and the Oracle E-Delivery Web site: Information about system requirements for EPM System products is available in a spreadsheet format in the Oracle Hyperion Enterprise Performance Management System Certification Matrix. System requirements are no longer part of the Oracle Hyperion Enterprise Performance Management System Installation Start Here. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN (listed in the Oracle Business Intelligence product area): Documentation Updates The included in the is content now The Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide has corrected the path for the font directory. The corrected path is Copying and Pasting Code Snippets from PDFs When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid. Workaround: Cut and paste from the HTML version of the document. Top of Document pg. 28