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
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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
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3. Agenda
• Background
• Environment
• Changes
to
the
EPM
Architecture
• InstallaTon
and
ConfiguraTon
• New
ApplicaTon
Features
• Conclusions
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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.
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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
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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
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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
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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.
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9. Changes
to
Architecture
cont
• Oracle
HTTP
Server
default
Web
Server.
Managed
by
OPMN.
• No
more
OpenLDAP.
• Oracle
DiagnosTc
Logging
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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
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11. InstallaTon
• On
Windows
2008
R2,
turn
off
UAC.
• Map
network
drive
to
soeware
installaTon
locaTon,
won’t
use
UNC.
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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.
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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
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14. V11.1.1.x
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15. V11.1.2.1
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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.
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17. New
Features
—
Planning
Approvals
cont
• Improved
diagnosTcs
• Planning
Unit
Usage
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18. New
Features
—
Planning
• Fiscal
Year
Calendars
• Data
form
design
• Data
ValidaTon
Rules
• CalculaTon
module
for
Classic
applicaTons:
CalculaTon
Manager
or
Business
Rules.
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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.
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20. New
Features
— SmartView
• Office
2010
32-‐bit
support
• Outlook
IntegraTon
—
Task
lists
from
Planning
and
Financial
Close
Management
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22. Close
Execute
Mark
as
Complete
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23. New
Features
— SmartView
• Shared
ConnecTons
–
set
up
URL
in
SmartView,
OpTons,
Advanced
hqp://<SS
Server>:19000/workspace/…
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24. New
Features
— SmartView
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25. New
Features
— SmartView
• Ad
Hoc
Grids
—
can
save
as
data
forms.
Replaces
Smart
Slice
funcTonality.
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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.
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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.
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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.
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29. Conclusions
• Use
the
tools
provided:
WebLogic
Admin
Console
EPM
System
DiagnosTcs
SQL
Developer
My
Oracle
Support
CerTficaTon
Matrix
• Training
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