Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf
- 1. Upgrading to Oracle EPM 11.1.2 — A Real Life Experience Erica Harris Senior Oracle DBA Waikato Regional Council The most comprehensive Oracle applications & technology content under one roof
- 2. Biography • Oracle DBA since 1996 • Hyperion Administrator since 2004 • Oracle EPM Administrator since 2008 • Apex Developer • Life member of and Secretary for NZOUG www.nzoug.org The most comprehensive Oracle applications & technology content under one roof
- 3. Agenda • Background • Environment • Changes to the EPM Architecture • InstallaTon and ConfiguraTon • New ApplicaTon Features • Conclusions The most comprehensive Oracle applications & technology content under one roof
- 4. History • 1997 WRC buys Brio Intelligence as corporate reporTng tool. • 2003 Hyperion acquires Brio CorporaTon. Architecture changes from client server to three Ter, Hyperion Performance Suite. • 2007 Oracle acquires Hyperion. Rebranded Oracle EPM. • 2008 WRC implements Hyperion Planning. The most comprehensive Oracle applications & technology content under one roof
- 5. History conTnued • 2009 upgrade from 9.3.1 to 11.1.1.2 • 2011 upgrade from 11.1.1.2 to 11.1.2.1 The most comprehensive Oracle applications & technology content under one roof
- 6. Environment Pre-‐Upgrade V11.1.1.2.0 • Essbase – Windows Server 2003 64-‐bit • Workspace, ReporTng & Analysis (IR and FR) – Windows Server 2003 32-‐bit • Shared Services, Planning – Windows Server 2003 32-‐bit • Oracle for repository database The most comprehensive Oracle applications & technology content under one roof
- 7. Environment Post-‐Upgrade V11.1.2.1.0 • Essbase – Windows Server 2008 R2 64-‐bit • ReporTng & Analysis – Windows Server 2008 R2 64-‐bit • Shared Services, Workspace, Planning – Windows Server 2008 R2 64-‐bit • Oracle for repository database The most comprehensive Oracle applications & technology content under one roof
- 8. Changes to Architecture • Workspace now part of FoundaTon Services. Just one JVM for the Web applicaTon. • WebLogic Server now default ApplicaTon Server instead of Tomcat. • Supports Windows 2008 R2 32-‐ and 64-‐bit. • Oracle repository database character set • Essbase service managed by OPMN. The most comprehensive Oracle applications & technology content under one roof
- 9. Changes to Architecture cont • Oracle HTTP Server default Web Server. Managed by OPMN. • No more OpenLDAP. • Oracle DiagnosTc Logging The most comprehensive Oracle applications & technology content under one roof
- 10. Changes to Architecture cont • Middleware Home — oraclemiddleware • EPM Oracle Home — soeware, oracle middlewareepmsystem11r1. • EPM Oracle Instance — component configuraTon file and scripts oraclemiddleware user_projectsepmsystem1 • Web ApplicaTons — oraclemiddleware domainsepmsystem The most comprehensive Oracle applications & technology content under one roof
- 11. InstallaTon • On Windows 2008 R2, turn off UAC. • Map network drive to soeware installaTon locaTon, won’t use UNC. The most comprehensive Oracle applications & technology content under one roof
- 12. ConfiguraTon • In a distributed environment, use a new EPM Oracle Instance name for each server. • Can’t configure to a shared locaTon on Windows. • Shared Services admin user password now set during configuraTon. • Simplified manual deployment of Web applicaTons. The most comprehensive Oracle applications & technology content under one roof
- 13. Client Changes • IE7 and 8 support – no IE6. • Firefox 3.5+ (incl Linux & Mac OS X) but with a few caveats • MS Office: 2003 to 2010 for Windows. • JDK 1.6+ • Look and feel The most comprehensive Oracle applications & technology content under one roof
- 14. V11.1.1.x The most comprehensive Oracle applications & technology content under one roof
- 15. V11.1.2.1 The most comprehensive Oracle applications & technology content under one roof
- 16. New Features — Planning Approvals • Process Management reincarnated. • New roles: Approvals Administrator, Approvals Ownership Assigner, Approvals Process Designer, Approvals Supervisor. • Can use UDAs to dynamically assign usernames in validaTon rules for noTficaTon of owners, reviewers and users. The most comprehensive Oracle applications & technology content under one roof
- 17. New Features — Planning Approvals cont • Improved diagnosTcs • Planning Unit Usage The most comprehensive Oracle applications & technology content under one roof
- 18. New Features — Planning • Fiscal Year Calendars • Data form design • Data ValidaTon Rules • CalculaTon module for Classic applicaTons: CalculaTon Manager or Business Rules. The most comprehensive Oracle applications & technology content under one roof
- 19. New Features — Planning • Upgrade wizard • Ad hoc grids. New roles: Ad Hoc Grid Creator, Ad Hoc User. New funcTonality. • Smart Lists • Xwrite – push data to other cubes. • Composite forms – tabs and more opTons for layout. The most comprehensive Oracle applications & technology content under one roof
- 20. New Features — SmartView • Office 2010 32-‐bit support • Outlook IntegraTon — Task lists from Planning and Financial Close Management The most comprehensive Oracle applications & technology content under one roof
- 21. The most comprehensive Oracle applications & technology content under one roof
- 22. Close Execute Mark as Complete The most comprehensive Oracle applications & technology content under one roof
- 23. New Features — SmartView • Shared ConnecTons – set up URL in SmartView, OpTons, Advanced hqp://<SS Server>:19000/workspace/… The most comprehensive Oracle applications & technology content under one roof
- 24. New Features — SmartView The most comprehensive Oracle applications & technology content under one roof
- 25. New Features — SmartView • Ad Hoc Grids — can save as data forms. Replaces Smart Slice funcTonality. The most comprehensive Oracle applications & technology content under one roof
- 26. New Features — LCM • Can now migrate Essbase applicaTon cube data. • Can create the applicaTon shell during import for Essbase, Planning and Financial Management ApplicaTons. The most comprehensive Oracle applications & technology content under one roof
- 27. InteracTve ReporTng • CMC now incorporated into the Administer module. • SFTP now available for distribuTon of report output. • New roles: IR HTML Viewer and IR WebClient Viewer. The most comprehensive Oracle applications & technology content under one roof
- 28. Conclusions • Read the upgrade documentaTon very, very carefully. • Allow lots of Tme for the first installaTon and setup. • PracTce. • Use a reliable consulTng source. • Opportunity. Allow Tme for tesTng new features and improved funcTonality. The most comprehensive Oracle applications & technology content under one roof
- 29. Conclusions • Use the tools provided: WebLogic Admin Console EPM System DiagnosTcs SQL Developer My Oracle Support CerTficaTon Matrix • Training The most comprehensive Oracle applications & technology content under one roof