This tutorial covers installation and configuration of Financial Close Management 11.1.2.3.000 in a single node environment.
Approximately 8 hours
In this tutorial, you install and configure the components required for Financial Close Management 11.1.2.3.000 in a single node environment.
Before starting this tutorial, you should:
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Ensure that the IPv6 Network is properly working if this feature in enabled on your machines – see Appendix D: IPv6 Network |
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Have access (with sysdba privileges) to an Oracle 11g ( 11.1.0.7 or higher) or MS SQL Server 2005/2008 database. |
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Have access (with administrative rights) to an external authentication provider, such as Oracle Internet Directory, Microsoft Active Directory, or SunOne. |
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Have access to the installation files for the following software: |
You can install Financial Close Management in either a single-node or a multi-node configuration. In a single-node configuration, the EPM components and SOA Suite run on the same machine. In a multi-node configuration, the Financial Close Management server and the SOA Suite run on different machines.
This tutorial is an example of an installation for a single node configuration. For more Information on single node configurations, see the Oracle Hyperion Enterprise Performance Management Installation and Configuration Guide.
WebLogic is required as the Web application server for both the Enterprise Performance Management (EPM) components and Service Oriented Architecture (SOA) Suite. Your installation and configuration sequence may vary based on whether or not you have an existing WebLogic installation.
Sequence One
If you do not have an existing WebLogic installation, you should install the EPM components first, because that installs WebLogic automatically if it is not already present. Use the following installation and configuration sequence:
Use the following installation and configuration sequence:
Sequence Two
If you have an existing WebLogic installation, you use the following installation and configuration sequence:
In this tutorial, we are going to follow installation and configuration sequence one.
Note: For Linux versions of commands, refer to Appendix D: Linux Commands.
To install the EPM components, you run the Oracle Hyperion Enterprise Performance Management System Installer. Foundation Services and Financial Close Management are required components. If it is not already present, WebLogic is installed as part of the Foundation Services installation. You configure EPM components after you install and configure SOA Suite.
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Navigate to the installation folder for the Hyperion software and run installtool.cmd. Note: Througout this tutorial, for Linux versions of command, consult Appendix D: Linux Commands.
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2 . |
Select a language, and click OK.
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3 . |
On the Welcome screen, click Next.
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On the Destination screen, select the location for the Middleware Home directory, and click Next.
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On the Installation Type screen, select New installation, and click Next.
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On the Product Selection screen: a. Deselect Check All. b. Under Foundation Services select Foundation Components c. Select Financial Close Management. d. Select FDM Enterprise Edition (Oracle Database Client 32 bit and Financial Management ADm Driver will be auto-selected). e. Click Next.
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On the Confirmation screen, click Next.
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On the Summary screen, click Finish.
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Follow the instructions provided in the appendices for creating the database users for your database:
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In the folder to which you unzipped the utility, navigate to the rcuHome\bin folder and Run rcu.bat.
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On the Welcome screen, click Next
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On the Create Repository screen, select Create, and then click Next.
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On the Database Connection Details screen, enter the database connection details, you wish to configure SOA. Example for Oracle database: Example for MS SQL database:
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At the prerequisites confirmation prompt, click OK. If a warning prompt regarding the character set is displayed, click Ignore.
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On the Select Components screen, in the Create a new prefix text box, enter a prefix for the schema tables.
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In the Component list, under SOA and BPMA Infrastructure, select SOA Infrastructure, and click Next.. 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.
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At the prerequisites confirmation prompt, click OK.
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On the Schema Passwords screen, select Use the same password for all schemas, enter a password, and click Next.
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On the Map Tablespace screen, leave the default tablespace names and click Next. Note: The example below is for Oracle.
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At the confirmation prompt, click OK. Note: The example below is Oracle.
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At the completion prompt, click OK. Note: The example below is Oracle.
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On the Summary screen, click Create. This may take a while.
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On the Completion Summary screen, click Close.
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When you install SOA Suite, select the same Middleware Home directory that you specified for installing EPM Components. The Middleware Home directory contains the WebLogic installation, which is required for installing SOA Suite.
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Open Command prompt and Navigate to the Disk1 folder under SOA Suite installation directory and provide following command. |
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On the Welcome screen, click Next.
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Select Skip Software Updates and click Next.
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On the Prerequisites screen, click Next.
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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. Be sure to modify the default Middleware Home location if needed.
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On the Application Server screen, verify that the WebLogic Server is selected, and click Next.
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On the Installation Summary screen, click Install.
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On the Installation Progress screen, when the Installation Successful message is displayed, click Next.
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On the Installation Complete screen, click Finish.
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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 Financial Close Management.
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Select Start, then Programs, then Oracle SOA 11g - Home1, and then Configure Application Server. Note: You can also start configuration using the config.cmd. For example; C:\Oracle\Middleware\Oracle_SOA1\common\bin\config.cmd).
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Select Create a new WebLogic domain, and click Next.
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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.
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On the Specify Domain Name and Location screen, enter a domain name, accept the default locations, and click Next. You must use the same domain name when you configure the EPM components. In this example, the domain name is base_domain.
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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,
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On the WebLogic Domain Startup Mode screen, change the mode to
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On the Configure JDBC Component Schema screen, select each component schema and provide the database connection information, Example for Oracle database: Example for MS SQl Server database: |
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On the Test Component Schemas screen, verify that the connections to your data sources are successful, and click Next.
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On the Select Optional Configuration screen, leave the default settings and click Next.
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On the Configuration Summary screen, click Create.
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On the Creating Domain screen, when the process is complete, click Done.
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The database schemas for the EPM components are created during the configuration process. During the configuration process you must provide valid Oracle/ MS SQL Server database user names and passwords under which to create the schemas.
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From the Windows Start menu, select Programs, then Oracle EPM System, Note:You can also start the configuration utility using configtool.bat. For example, C:\Oracle\Middleware\EPMSystem11R1\common\config\11.1.2.0\configtool.bat).
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Accept the defaults and click Next.
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Select Perform first -time configuration of Shared Services database, enter the database connection Example for Oracle database (in this example the user name is fcm): Example for MS SQl Server database (in this example, the user name is fcm and the database name is HSSdb):
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Accept the default options under Hyperion Foundation. For the products under Financial Close,
and for FDM Enterprise Edition, select Deploy to application server
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Select Create Windows Services for configured components, Enter Email Configuration details
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The database connection detailsare displayed for the Example for Oracle Database: Example for MS SQL Server Database
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Select Deploy web applications to an existing domain, enter the information for the
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At the prompt regarding password validation, click OK.
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Uncheck Deploy the web application to a single managed Server and accept the
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In the Web Server Type list, select Oracle HTTP Server, and click Next.
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Enter the local user credential (the local administrator user you are currently logged in to the machine) and click Next.
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Provide the necessary information if you want to be informed of security updates by email,
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Enter the Shared Services administrator user name and password, and click Next.
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If you want to integrate Oracle Enterprise Content Management with your Financial Close Management
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Review your selections, and click Next to launch the configuration.
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When the configuration is complete, click Finish.
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After configuring EPM products, you need to run the EPM System Configurator again to deploy to SOA.
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Ensure that both Admin and SOA server are running before running
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From the Windows Start menu, select Programs, then Oracle EPM System, Note: You can also start it with configtool.bat. For example; C:\Oracle\Middleware\EPMSystem11R1\common\config\11.1.2.0\configtool.bat).
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Select the EPM Oracle instance to which this configuration would be applied, and click Next.
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Expand Financial Close Managenebt, then Close Manager and select Deploy to SOA. Ensure that none of the options under Hyperion Foundation are selected.
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On the Deploy to SOA screen, click Next.
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On the Confirmation screen, click Next to launch the configuration.
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When the configuration is complete, click Finish.
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WebLogic Admin server must be running before you start manual configuration tasks. a. To start the WebLogic Admin Server, select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Start Admin Server, where <domain> is the WebLogic domain you created with the SOA configuration tool. b. When prompted, enter the WebLogic admin user name and password.
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To communicate with an external authentication provider, such as Oracle Internet Directory or Microsoft Active Directory, you must configure WebLogic. You must configure Shared Services to use the same external authentication provider. For more information on configuring Shared Services, see the Oracle Enterprise Performance Management System User and Role Security Guide.
The following instructions show an example of how to configure MSAD as the authentication provider.
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Connect to WebLogic Console http://host:7001/console where host is the name of the Machine.
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Log on using the WebLogic administrator name and password that you specified for the domain.
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Click on Lock & Edit.
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In the Domain Structure area, click Security Realms.
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Click myrealm.
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Select the Providers tab.
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Click New.
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Configure your authentication provider. For Microsoft Active Directory, in the Name text box enter MSAD, and
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Click OK.
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In the Authentication Providers list, click MSAD.
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Select the Provider Specific tab. Enter the principal user name and credentials, and
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Make sure you provide SAMAccountName as User Name Attribute and in
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Click Save.
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In the Domain Structure area, click Security Realms, and then myrealm.
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Select the Providers tab.
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In the Authentication Providers list, click MSAD.
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In the Control Flag list, select Sufficient.
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Click Save.
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Click Activate Changes.
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Click Logout.
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Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, Note: You can also stop it with stopWebLogic.cmd. For example: C:\Oracle\Middleware\user_projects\domains\base_domain\bin\stopWebLogic.cmd).
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Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, Note: 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 WebLogic admin user name and password.
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Start Foundation Services and Oracle Process Manager (OHS) from windows Services.
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Connect to Shared Service Console http://host:port/interop/index.jsp where host is the name of the Machine and port is Listen port of FoundationServices0 managed Server in WebLogic console.
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Login as admin.
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Click on Administration and Select Configure User Directories.
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Click New and choose the Directory Type as MSAD, and click Next.
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Enter the following in the Server information tab:
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Click “Next” to navigate to the MSAD User Configuration Tab and enter user information.
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Click “Next” to navigate to the MSAD Group Configuration Tab and enter group information.
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Click Save and Logout.
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Restart the FoundationServices0 Managed Server.
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You must set up the Keystore for message protection and configure the Credential Store Provider. The Financial Close Management client and the Oracle Hyperion Financial Management Web service use the following policies:
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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.
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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 entering 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 if it does not command.
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Enter the following URL to start Oracle Enterprise Manager, replacing <host> with your host name:
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Enter your Weblogic administrator name and password to log in.
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In the navigation pane, expand Weblogic Domain, and then select the WebLogic domain you created in the SOA configuration tool.
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Right-click on WebLogic Domain, then Security, and then Security Provider Configuration.
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Expand the Keystore section, and click Configure.
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In the Keystore Path text box, enter the path name for the keystore you created, and enter the keystore password in the password fields. In the Signature Key and Encryption key text boxes, enter the alias and password for the signature and encryption keys. 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
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Click OK.
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After you install and configure SOA, you delete the EDNDataSource and EDNLocalTxDataSource data sources.
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<If the Weblogic Admin server is not already running, select Start, then Programs, then Oracle WebLogic, Note: 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 WebLogic admin user name and password. The process will take a few minutes and is complete when you see '<Server started in RUNNING mode>' in the command prompt box.
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Select Start, then Programs, then Oracle WebLogic, then User Projects, then<domain>,
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Log on using the WebLogic administrator name and password that you specified for the domain.
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Click Lock & Edit.
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In the Domain Structure area, expand Services and select DataSources.
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In the Datasources table, delete EDNDataSource and EDNLocalTxDataSource.
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Click Activate Changes.
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Click Logout.
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Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>,
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Log on using the WebLogic administrator name and password that you specified for the domain.
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Click on Lock & Edit.
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In the Domain Structure area, expand Services, and click on Datasources. Note: For SQL Server Only: Skip “Raising the Maximums for Connection Pools” for the deleted datasources
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In the Name list, click EDNDataSource.
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Select the Connection Pool tab.
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In the Maximum Capacity text box, enter 150.
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Click Save.
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In the Domain Structure area, click Data Sources to return to the list of data sources.
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Repeat the above steps to increase the connection pool for the EDNLocalTxDataSource If you receive resource errors specific to any of the following data sources,
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Click Activate Changes..
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Click Logout.
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Select Start, then Programs, then Oracle WebLogic, then User Projects, then <domain>, and then Admin Server Console.
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Log on using the WebLogic administrator name and password that you specified for the domain.
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Click Lock and Edit.
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In the Domain Structure area, expand Environment and select Servers.
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In the server list, click ERPIntegrator0. |
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Select the Tuning tab.
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In the Stuck Thread Max Time textbox, enter 6000.
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Click Save.
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In the Domain Structure area, click Servers to return to the list of servers.
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Repeat the above steps to increase the Stuck Thread Max Time for soa_server1 and FinancialClose0.
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Click Activate Changes.
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Click Logout.
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Stop Foundation Services from windows Services.
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To stop the WebLogic Admin Server,press and hold Ctrl + C in the command window where WebLogic Admin server
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To stop the SOA managed server,press and hold Ctrl + C in the command window where WebLogic Admin server
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You must start the servers required for Financial Close Management in the following order:
Note: Wait until each server status changes to the RUNNING state before you go to the next server in the sequence.
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In the Domain Structure area, click Environment, then Servers to return to the list of servers. You see the list of servers to be started: Note: Wait until each server status changes to the RUNNING state before you go to next server in the sequence.
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To start the WebLogic Admin server, select Start, then Programs, then Oracle WebLogic, then User Projects, Note: 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 WebLogic admin user name and password.
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To start Foundation Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Foundation Services, Note: You can also start it with startFoundationServices.bat. For example C:\Oracle\Middleware\user_projects\epmsystem1\bin\startFoundationServices.bat).
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To start the Oracle HTTP server, enter the following command at a command prompt:
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To start FDMEE Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then FDM Enterprise Edition, and then Start ERPIntegrator.
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To start the SOA managed server , enter the following command at a command prompt: When prompted, enter the WebLogic admin user name and password.
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To start Financial Close Management Services, select Start, then Programs, then Oracle EPM System,
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Perform the procedures below to validate the EPM configuration.
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To start the EPM validator tool,select Start, then Programs, then Oracle EPM System, then Foundation Services, then epmsystem1, then EPM System Diagnostics. (You can also start it with validate.bat. For example: Example: C:\Oracle\Middleware\user_projects\epmsystem1\bin\validate.bat This launches a new browser window with the validation status for each EPM component (all components should have a pass status, as in the following example:
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To run an EPM deployment report launch the following bat script: This produces a new browser window with the following report:
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Scroll to the end of the report and you should all passed and 0 failed.
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Launch the validator tool from a web browser using the following the URL:
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Log in to Close Manager using Shared Services administrator credentials. Note: If an external provider is configured, the log in can also be done with a user from the external provider. Example to seed an “admin” user (who is default administrator in Shared Services) in WebLogic (this way, you can use the admin user a. Log in to the WebLogic admin console (http://<host>:7001/console where <host> is machine name for where admin server is running) b. Click Lock and Edit. c. Go to the Domain Structure area and click Security Realms. d. Click the myrealm link. e. Go to the Users and Groups tab and click New under the Users tab. f. Enter admin in the Name field and enter the admin user’s password for the Password/Confirm Password fields f. Click OK. h. Click Activate Changes.
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After successfully logging in the following screen is displayed.
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To validate the close manager configuration, click the “Validate Financial Close Manager Configuration” button
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After validation, the configuration information will be displayed in a tabular form. The table below lists the information that is displayed.
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Validate the test schedule: If you are running this part, make sure the user logged into the Diagnostic tool is a user that is also present in HSS. To run validate the test schedule, click Validate Test Schedule. Note: The button to run this test is enabled only if all the required configuration from the above table is in After validation, the configuration information will be displayed in a tabular form, Below is a list of the information displayed.
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Launch the validator tool from a web browser using this URL:
Login with Shared Service administartor credentials.
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To validate the account reconciliation manager configuration,
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After validation, the configuration information is displayed in a tabular form. See the table below for more information on the results. Below is the information that is displayed:
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Copy the downloaded patch to <MIDDLEWARE_HOME>\oracle_common\OPatch directory.
Shut down all the servers if any are running.
To apply the patch follow instructions given in the readme file of the patch.
Configuration of Oracle Security Policy with OWSM is required to enable communication between Account Reconciliation Manager and FDMEE.
Note: FDMEE is required only for the Account Reconciliation Manager module.
It is not required for the Close Manager module.
1. |
Edit the wls-ARM.properties file a. Go to directory <EPM_ORACLE_HOME>/products/FinancialDataQuality/bin For WebLogic Admin server connection:
Note: Do not change ServiceEndPointSecPolicy and ServiceCallBackSecPolicy.
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Run the wlsConfigARM.bat file: a.Open a command prompt. b. Change directory to <EPM_ORACLE_HOME>/products/FinancialDataQuality/bin. c. Run wlsConfigARM.bat file and ensure that the script runs successfully
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Restart the FDMEE service and restart WebLogic admin server.
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Check the status of the FDMEE server:
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This procedure explains how to create an Oracle database user.
1. |
To open the SQLPlus window, select Start, then All Programs, then Oracle - OraDb 11g_home1,
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Login to SQLPlus as sys user and run the following: create user fcm identified by welcome1; grant RESOURCE, CONNECT, CREATE SESSION, CREATE VIEW to fcm;
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This appendix contains information for using Microsoft SQL Server as the database.
1. |
Install SQL Server and log in to Microsoft SQL Server Management Studio as sa user.
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Create a login with the db owner role: a. Go to the Object Explorer window and right-click on the Logins folder under the Security folder. b. In the General tab, select SQL Server authentication, and enter Login Name, password and Confirm password
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Select the Server roles tab, and then select the dbcreator and sysadmin Server roles.
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Click OK to create the user.
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Create two databases: one for SOA, and one for Financial Close Management and Shared Services. a. Right click on Database and select “New Database…” b. Enter the database name and owner. c. Click OK to create the database. |
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Modify the properties of the database for SOAdb: a. Click on the ‘New Query’ button in the upper left and choose ‘master’ database from the drop-down just below it. b. Enter the commands below. replacing <database name> with the SOA Database.ALTER database <database name> SET READ_COMMITTED_SNAPSHOT ON c. Click on the Execute button to run the commands.
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Modify the properties of the database for Financial Close Management by using the following commands:
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You must Enable XA transactions for SQL Server in both SQL Server and at the operating system level.
You should perform these procedures before you install and configure SOA Suite.
1. |
Copy instjdbc.sql from C:\Oracle\Middleware\wlserver_10.3\server\lib into: C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Binn for SQL Server 2005 or C:\Program Files\Microsoft SQL Server\MSSQL10.<INSTANCE_NAME>\MSSQL\Binn for SQL Server 2008
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2. |
Copy one of the following:
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3. |
After copying the file, rename the 64sqljdbc.dll or x64sqljdbc.dll to sqljdbc.dll.
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4. |
Run the following command from the command prompt: SQLCMD.EXE is located at C:\Program Files\Microsoft SQL Server\90\Tools\Binn\ for SQL Server 2005 and In the above command "SERVER NAME" is the server name used to Example for SQL Server 2005: Example for SQL Server 2008:
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5 . |
Look for the messages creating JDBC XA procedures and instxa.sql completed successfully in the log.
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6 . |
For Windows 2008: a. Select Start, then Programs, then Administrative Tools, then Component Services, b. Right Click Local DTC and select Properties c. Select the Security Tab and then select Enable XA Transactions d. Click OK Note: Click OK through the warning dialogs about service restarting.
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For Windows 2003: a. Select Start, then Programs, then Administrative Tools, then Component Services, and then Computers. b Right click on My Computer and select Properties. c. Select the MSDTC tab and click Security Configuration. d. Select Enable XA Transactions e. Click OK
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8 . |
Restart SQL Server (MSSQLSERVER) from Windows Services.
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This appendix contains information for testing IPv6 Network on your environment. If IPv6 is turned on for your machines, 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.
1. |
Run "ipconfig /all" from a command prompt:
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2. |
If there is any device using IPv6 such as in the following example then you need to test IPv6 connection
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3. |
From the other remote machine, ping your machine (Machine A) from a comman prompt as follows:
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4. |
If ping returns "Ping request could not find host <Machine A>" then your network doesn't support IPv6 and
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1. |
From Local Area Connection Properties, deselect IPv6. a. From Start menu, right click on Network and click on Properties. b. From the Network and Sharing Center screen, click on Local Area Connection.
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2. |
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3. |
From a command prompt, run "ipconfig /all" and verify there is no process using
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4. |
To disable devices using IPv6 do the following: a. From the Start menu, select Administrative Tools, then Computer Management" b. Go to Device Manager. c. Select Show hidden devices from the View menu d. Expand Network adapters. e. Right-click on Teredo Tunneling Pseudo-Interface (or any other device that is using IPv6) and disable it
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5 . |
Run “ipconfig /all” again from the command prompt to make sure there are no longer any devices using IPv6.
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If loading the properties and running the py from the wlsConfigMDS.sh does not succeed, you may load the properties and execute the py script from wls.
Example:
wls:/offline>loadProperties('/scratch/Oracle/Middleware/EPMSystem11R1/products/FinancialDataQuality/bin/wls-infra.properties')
wls:/offline>execfile('/scratch/Oracle/Middleware/EPMSystem11R1/products/FinancialDataQuality/bin/wlsConfigMDS.py')
When you restart the services, you must start the servers required for Financial Close Management in the following order:
Note: Wait until each server status changes to the RUNNING state before you go to the next server in the sequence.
1 . |
To stop the WebLogic Admin Server, press and hold Ctrl + C in the command window where WebLogic Admin server has been started.
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2 . |
To stop the SOA Managed Server, press and hold Ctrl + C in the command window where SOA Managed Server has been started.
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3 . |
Stop Foundation Services from the Services window.
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4 . |
To stop Financial Close Managment servers, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Financial Close, then Stop Financial Close.
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5 . |
To stop FDMEE Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then FDM Enterprise Edition, and then Stop ERPIntegrator.
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6 . |
To start the WebLogic Admin server, select Start, then Programs, then Oracle WebLogic, then User Projects, When prompted, enter the WebLogic admin user name and password. |
7. |
To start Foundation Services, select Start, then Programs, then Oracle EPM System, then epmsystem1, then Foundation Services, |
8 . |
To start FDMEE Services, select Start, then Programs, then Oracle EPM System, then epmsystem1,
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9 . |
To start the SOA managed server , enter the following command at a command prompt: When prompted, enter the WebLogic admin user name and password.
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10 . |
To start Financial Close Management Services, select Start, then Programs, then Oracle EPM System,
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In this tutorial, you have learned how to:
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