Installation Guide EPMWARE. Version 1.0. EPMWARE, Inc. Published: August, 2015

Transcription

1 Installation Guide EPMWARE Version 1.0 EPMWARE, Inc. Published: August, 2015

2 Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of EPMware Inc. EPMware, Inc. may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from EPMware, Inc., the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property EPMWARE, Inc. All rights reserved. EPMWARE is a registered trademark of EPMWARE, Inc. in the United States and/or other countries. All other trademarks are property of their respective owners.

3 Contents Installation Guide... 1 Contents... 3 Introduction... 5 Purpose... 6 Prerequisite Software Installations... 6 Database Installation... 6 Prerequisites... 6 Create Tablespaces... 6 Create New Schema... 7 GRANT Tablespace Quota to EW schema... 7 GRANT privileges... 7 Create Sleep function... 8 Create DB Directories... 8 GRANT Socket permission... 8 GRANT Folder permission... 9 GRANT permission... 9 Install Database Objects To Install Database Objects Install SSH To Install Cygwin Test SSH Connection Install Tomcat Apache Install EPMware Application Java.war file Windows System Environment Variable Install EPMware Agent Start Apache Set JDBC Properties... 17

4 EPMware Application Settings Global Settings Planning Classic - Generate Password file... 18

5 5 Introduction EPMware is a master data management and workflow tool that manages master data and enforces your organization s workflow around the everyday processes that surround your metadata changes. By configuring shared dimensions in EPMware, users request metadata once and our workflow engine routes the request to obtain approvals and deploys the metadata to the participating target systems. This allows standardization and rationalization of your metadata to evolve as your organization develops its master data strategy. The EPMware dashboard allows users, managers, and application administrators to monitor the status of metadata requests in real time. Follow a request from the initial Create stage through its Review, Approve and Deploy stages. A graphical representation of each request's status in the workflow allows users to identify any bottlenecks in the metadata request process and determine if an escalation is required. Seamless integration to Hyperion EPMA, Classic Hyperion Financial Management (HFM), Classic Essbase and Classic Planning applications allows EPMware to deploy metadata without manual intervention or file manipulation from an administrator. Approved metadata is automatically deployed or scheduled for deployment using our built in scheduler. One-click import of your target system hierarchies allows users to clearly visualize how metadata will appear in their production environments. A configurable security module integrates with your current LDAP or Microsoft Active Directory (MSAD). Build, maintain and scale task driven workflows. Administrators model, build and maintain fully dynamic and scalable workflows using the Workflow Builder. By using a combination of stages and tasks, Workflow Builder enables creation of any number of workflows that visually define your organization s business process, and then enforces it. The Workflow Builder includes reusable workflow tasks, rule based validations, exception handling, notifications for all workflow stages, custom functions and scripting for limitless customizations. Centrally manage metadata deployments using the EPMware deployment module. It manages how and when metadata requests are deployed. Load metadata on demand or schedule a batch to run during off hours. Deployment metrics for all your EPM applications are on one page. Monitor in real time as one time or batches are deployed to their respective target applications. Create a recurring calendar for daily, weekly or monthly metadata deployments. Audit reports log every transaction, sign-off & deployment. EPMware maintains a complete audit trail of all transactions from request to deployment. Every transaction can be queried using reports included in the Audit module.

6 6 Purpose The purpose of this document is to provide instructions on installation of EPMware application components. Oracle Database Prerequisite Software Components EPMware Database Objects EPMware Application Server Prerequisite Software Installations 1. Install Oracle Database 11.X or 12.x Standard or Enterprise Edition 2. Install the latest version of Jython ( 3. Ensure Jython s bin folder is in the system path. For example: d:\jython\bin (On 4. Windows it should be added as a system environment variable) 5. Ensure Java 1.7.x or above is installed. ( 6. Ensure Java is in the system path. (On Windows it should be added to the system environment variables) 7. Install SSH (See Installing SSH) 8. Install Tomcat Apache Version (See Installing Tomcat) Database Installation Prerequisites Oracle database is installed and is running Oracle database access as SYS user Create Tablespaces Create DATA and INDEX tablespaces for EW database objects (tables, indexes and stored packages etc. using SYSTEM or SYS user. The following statements are shown as an example. Please consult Database

7 7 Administrator for location, size and naming convention of data files associated with tablespaces. Execute the following statements as SYS user: CREATE tablespace EWD DATAFILE 'D:\app\epmadmin\oradata\epm\EWD.dbf' SIZE 1024M AUTOEXTEND ON NEXT 500K MAXSIZE 2048M; CREATE tablespace EWX DATAFILE 'D:\app\epmadmin\oradata\epm\EWX.dbf' SIZE 10M AUTOEXTEND ON NEXT 500K MAXSIZE 512M; Create New Schema Execute following statements as SYS user to grant unlimited disk space quota to EW tablespaces. Unlimited option can be replaced with other values as needed: CREATE user ew identified by <password>; GRANT Tablespace Quota to EW schema Login as SYSTEM User and create new user EW as shown below: alter user ew quota unlimited on EWD; alter user ew quota unlimited on EWX; GRANT privileges Execute these statements as SYS user: grant connect to ew; grant create table to ew; grant create sequence to ew; grant create view to ew; grant create procedure to ew; grant create type to ew; grant execute on dbms_crypto to EW; grant create job to ew;

8 8 Create Sleep function Create Sleep function and provide EXECUTE grant on that function to EW Schema. Execute these statements as SYS user: CREATE OR REPLACE PROCEDURE sleep(seconds NUMBER) AS BEGIN DBMS_LOCK.SLEEP(seconds); END; / CREATE OR REPLACE public synonym sleep FOR sleep; GRANT EXECUTE ON sleep TO ew; Create DB Directories Execute these statements as SYS user. CREATE OR REPLACE DIRECTORY ew_archive_db_dir AS 'D:\ew\db\data\archive'; CREATE OR REPLACE DIRECTORY ew_stage_db_dir AS 'D:\ew\db\data\stage'; CREATE OR REPLACE DIRECTORY ew_temp_db_dir AS 'D:\ew\db\data\temp'; GRANT READ,WRITE ON DIRECTORY ew_archive_db_dir TO EW; GRANT READ,WRITE ON DIRECTORY ew_stage_db_dir TO EW; GRANT READ,WRITE ON DIRECTORY ew_temp_db_dir TO EW; GRANT Socket permission For every server that needs to be connected by EPMWare application for import or for deployments, socket permissions need to be granted to EW schema. For Example: EPMware application will be communicating with server called epmware5 from database API.

9 9 Repeat this step for each server that need to be connected to EPMWare: BEGIN dbms_java.grant_permission ( 'EW', 'SYS:java.net.SocketPermission', 'epmware5', 'connect,resolve' ); COMMIT; END; GRANT Folder permission Grant Read/Write permission to physical folders for following DB Directories: EW_TEMP_DB_DIR (Example below shows actual physical path for this DB directory is D:\ew\db\data\temp) EW_ARCHIVE_DB_DIR (Example below shows actual physical path for this DB directory is D:\ew\db\data\archive) EW_STAGE_DB_DIR (Example below shows actual physical path for this DB directory is D:\ew\db\data\stage) BEGIN dbms_java.grant_permission ( 'EW', 'SYS:java.io.FilePermission', 'D:\ew\db\data\temp\-', 'read,write,delete' ); dbms_java.grant_permission ( 'EW', 'SYS:java.io.FilePermission', 'D:\ew\db\data\archive\-', 'read,write,delete' ); dbms_java.grant_permission ( 'EW', 'SYS:java.io.FilePermission', 'D:\ew\db\data\stage\-', 'read,write,delete' ); COMMIT; END; GRANT permission Replace localhost with the SMTP server name: BEGIN dbms_java.grant_permission( 'EW', 'SYS:java.util.PropertyPermission', '*', 'read,write' ); dbms_java.grant_permission( 'EW', 'SYS:java.net.SocketPermission', 'localhost', 'resolve' ) COMMIT; END;

10 10 Install Database Objects To Install Database Objects 1. Copy EW Database ew_db_install zip file to database server. 2. Unzip the file 3. Run ew_install.bat. This script will expect three parameters. EW Schema name, Password and N/Y flag to drop all objects under the EW schema. Default value for the third parameter is N. If Y is passed then all objects from schema EW are removed before loading new schema objects. If schema name is different from EW then modify ew_drop_objects.sql file. 4. Result of the batch file will be as shown below. 5. Check the ew_driver.log log file for any errors. Install SSH If the EPMware application is installed on a Windows server, install cygwin which has SSHD service. If a Windows server already has ssh service running then skip this part of the install. For each target application where metadata will be deployed, SSH service must be running and cygwin must be installed. Download cygwin from and follow instructions on the cygwin site: To Install Cygwin 1. Download Cygwin and save the setup.exe file to your Desktop. 2. Run the setup.exe file. 3. Select the defaults for the following options:

11 11 a. Install from Internet b. Install Root Directory: C:\cygwin c. Install for All Users 4. Specify a folder for the local package directory that is not the Cygwin root folder, for example, C:\cygwin\packages. 5. Specify the connection method. For example, if the host is connected to the Internet through a proxy server, specify the proxy server. 6. Select the mirror site from which to download the software. 7. Select the openssh package for installation: a. Under the Net category, search for openssh b. Locate the openssh package and click Skip c. The package is selected d. Click Next e. Any unsatisfied dependencies are listed 8. Leave the Select Required Packages option selected and click Next 9. The packages are installed 10. Click Finish 11. Add C:\cygwin64\bin to the PATH environment variable 12. Run ssh-host-config to configure ssh service 13. Use default values 14. Stop cygwin ssh service

12 Open sshd_config file (located at c:\cygwin\etc folder) and add the following lines at the end. This will prevent the follwing Algorithm Negotiation fail error. This error will occur only if ssh server side default protocol differs from client side. KexAlgorithms diffie-hellman-group-exchange-sha1,diffie-hellman-group1-sha1 Test SSH Connection Run ssh from source server and connect to target server. For Example: ssh epmware5 When ran for the first time you will be prompted for a confirmation, enter Yes. C:\Users\Administrator>ssh epmware5 ssh: connect to host epmware5 port 22: Connection refused C:\Users\Administrator>ssh epmware5 The authenticity of host 'epmware5 (::1)' can't be established. ECDSA key fingerprint is SHA256:LoiCn9lLTASHbrtNpT7pzgrYUMCBftELCUqbRM0qCZ4. Are you sure you want to continue connecting (yes/no)? yes Warning: Permanently added 'epmware5' (ECDSA) to the list of known hosts. Administrator@epmware5's password: Administrator@EPMWARE5 ~ $ Install Tomcat Apache Download Tomcat Apache from The latest version supported by EPMWare is Download the zip file (or any other format applicable for the install) 2. Transfer the zip file to the EPMWare application server 3. Unzip the file to target location on the server. For Example: d:\apachetomcat

13 13 Install EPMware Application Java.war file Copy epmware.war file to <apache>\webapps folder. Windows System Environment Variable To Setup environment variable for JRE_HOME 1. Locate folder where JRE is installed. 2. Go to Control Panel System Security\System, select Advanced System Settings. 3. Select Environment Variables button 4. Create New System Variable for JRE_HOME as shown below.

14 14 Install EPMware Agent The Agent files are required to be installed on each server where the EPMware application either imports or exports metadata directly. These files are placed directly under the home directory of the SFTP user. In the example below, the agent files are installed on a Windows server.

15 15 SFTP user name: Administrator SFTP home directory: C:\cygwin64\home\Administrator EPMware Agent zip file: ew_agent_files.zip To Install the Agent on the Server 1. Logon to the server where agent need to be installed 2. Go to the home directory of the SFTP user 3. Unzip Agent zip file ew_agent_files.zip directly under the home directory 4. Select home directory of the user to extract zip file. By default it will have ew_agent_files folder in it which will need to be removed.

16 16 5. After extract the folder should look like the following. Start Apache From Apache home navigate to bin folder and run startup.bat to start Apache. A DOS window will open with Apache running.

17 17 Set JDBC Properties Stop Apache service and navigate to <APACHE_HOME>\webapps\epmware\WEB- INF\classes folder. The folder gets created only after placing epmware.war file and starting Apache. Modify fs_system.properties file for JDBC properties: #JDBC jdbc.driver=oracle.jdbc.driver.oracledriver jdbc.user=ew jdbc.password=ew123 jdbc.maxpoolsize=40 jdbc.minpoolsize=5 jdbc.initialpoolsize=5 jdbc.maxidletime=300 jdbc.maxstatements=200 jdbc.preferredtestquery=select 1 jdbc.idleconnectiontestperiod=60 After modifying this file, restart apache server. EPMware Application Settings Global Settings Configure Global settings for EPMware applications such as, settings, application settings etc. To navigate to Global settings Configuration Misc Global. SSH Port Setting Type Value Comments Set this to be port used for ssh communication Default value is 22

18 18 Planning Classic - Generate Password file This section is applicable if you have a Planning Classic application and either Auto Import or direct deployment is enabled. Generation of a password file is required and its location specified in the Application Configuration Properties Tab. To Generate a Password File 1. Logon to the Planning Application Server 2. Navigate to folder D:\Oracle\Middleware\user_projects\epmsystem1\Planning\Plan ningappname 3. Run PasswordEncryption.cmd <passwordfile> (specify the full path for password file) For Example: D:\Oracle\Middleware\user_projects\epmsystem1\Planning\planningApp >PasswordEncryption.cmd d:\ew\app\ew_hp_cl_pwd.txt Enter password to encrypt: Password has been encrypted and written to the file d:\ew\app\ew_hp_cl_pwd.txt successfully! Note: If the file path is not specified the Password File is generated at the location where this command is run. To Reference Password File in EPMware 1. Select application from LOV, select PASSWORD_FILE from the grid and right click Edit Properties to change the property value. Note: Specify the filename with the full path in the target application parameter as shown below.

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