How to Install Oracle EPM (Hyperion): Preparing for an Install (Part 1 of Four-Part Series)

February 4, 2015

Welcome to Part 1 of a four-part series on a basic install of Oracle Enterprise Performance Management (EPM or Hyperion) 11.1.2.3! This series covers the installation of Oracle Essbase and Oracle Hyperion Planning on a single Windows Server 2008 R2 machine. The goal is to (hopefully!) help you to stand up your own local install for development and learning purposes, with minimal fuss.

Unlike the standard and rapid deployment guides from Oracle, this guide forces you to configure the applications across several different schemas and individual WebLogic application servers. This helps replicate the standard Performance Architects installation, which provides clear visibility into the database structure for each application. This also allows you to recover an individual product from a backup if something goes wrong, or to easily start over!

The four blog posts related to this subject include:

  • Part 1.  Covers the download and assembly of the installation folder, as well as the creation of required product schemas.
  • Part 2.  Reviews the installation of Oracle Hyperion Planning and Oracle Essbase.
  • Part 3.  Outlines the configuration process.
  • Part 4.  Shows how to install the 11.1.2.3.500 patches for both Oracle Hyperion Planning and Oracle Essbase. 

A few assumptions you’ll need to take into account before you start:

  • Your machine that handles your instance of EPM is up and running.
  • You have access to the Oracle E-Delivery and Oracle Support web sites.
  • You are installing on an Oracle Database (for which I’ve provided the “Create User” scripts). If you are installing on SQL Server, then you will have to create each database individually. If you do not have a database installed, follow this quick guide that shows you how to install your own instance of Oracle 11g! http://www.thegeekstuff.com/2008/10/oracle-11g-step-by-step-installation-guide-with-screenshots/
  • You are comfortable asking questions if you need answers!

Without much further ado, let’s go ahead and get started. The rest of this post covers the steps required to prepare for an install: specifically, getting your local machine ready, downloading the prerequisite installation files, and creating the installation folder.

1. Take a brief read over the following document: http://docs.oracle.com/cd/E40248_01/epm.1112/epm_standard_deploy.pdf. This contains some information regarding minimum hardware specifications.  I would suggest installing in an environment that has at least 4CPUs and 12GB of RAM. This is debatable, so feel free to comment if you think differently.

2. Check to make sure that you have administrative privileges for the machine you are installing on. If you don’t know, or don’t know how to check, see the following link: http://www.technipages.com/how-to-check-for-administrator-rights

3. Disable “User Access Control” by clicking “Start” and then typing “UAC”. Select “Change User Account Control settings”.

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4. Set the level to “Never Notify” and click “OK.”

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5. Download the relevant assemblies from the Oracle E-Delivery site. This includes the installation documentation.

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6. Log in with your Oracle ID by clicking “Sign In / Register”

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7. Read the “Terms & Restrictions,” and if so inclined, agree to them to move forward. Pay particular attention to the following clause: You agree that neither the programs nor any direct product thereof will be exported, directly, or indirectly, in violation of these laws, or will be used for any purpose prohibited by these laws including, without limitation, nuclear, chemical, or biological weapons proliferation.”

8. Select “Oracle Enterprise Performance Management System” from the first drop down. Select the appropriate platform for the second drop down. For this installation, I have selected “Microsoft Windows x64 (64-bit)”. Click “Go.”

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9. Select the “11.1.2.3 Download” option and click “Continue.”

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10. From here, you need to select the appropriate files for download. I have listed them below. When you download these files, put them in the following directory: C:\oracle_install_files.

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Assemblies to download:

  • V46965-01: EPM System Release 11.1.2.3.0 Installation Documents and Readmes
  • V45339-01: EPM System Release 11.1.2.3.0 for Microsoft Windows (64-bit) Part 1
  • V37945-01: EPM System Release 11.1.2.3.0 for Microsoft Windows (64-bit) Part 2
  • V37933-01: EPM System Release 11.1.2.3.0 Part 3
  • V37946-01: EPM System Release 11.1.2.3.0 for Microsoft Windows (64-bit) Part 4
  • V45341-01: EPM System Release 11.1.2.3.0 for Microsoft Windows (64-bit) Part 5
  • V37948-01: EPM System Release 11.1.2.3.0 for Microsoft Windows (64-bit) Part 6
  • V37949-01: EPM System Release 11.1.2.3.0 for Microsoft Windows (64-bit) Part 7
  • V37950-01: EPM System Release 11.1.2.3.0 for Microsoft Windows (64-bit) Oracle HTTP Server
  • V44215-01: EPM System Patchset Release 11.1.2.3.500 for Microsoft Windows (64-bit)

11. While all these assemblies are downloading, you need to create the required database schemas.

12. Log in as a user with SYS rights to your Oracle instance.

13. Execute the create user statements to create all of the users you need for the install. If you don’t know how to create the EPM_TABLESPACE or you need to access the create user statements, please send me a note requesting access. The users are:

  • EPM_HSS
  • EPM_RA
  • EPM_CALC
  • EPM_PLAN
  • EPM_PLAP1
  • EPM_EAS
  • EPM_ODS (consider this a hint to a later surprise!)

The minimum privileges include:

  • CREATE ANY SYNONYM
  • CREATE CLUSTER
  • CREATE INDEXTYPE
  • CREATE PROCEDURE
  • CREATE SEQUENCE
  • CREATE SESSION
  • CREATE TABLE
  • CREATE TRIGGER
  • CREATE TYPE
  • CREATE VIEW
  • DROP ANY SYNONYM
  • UNLIMITED TABLESPACE

14. Once you have executed the scripts, you should see the various schemas listed in Toad (or SQL Developer).

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15. While those assemblies continue to download, grab a cup of coffee!

16. Once all of the assemblies are downloaded, you should have a folder that looks something like this:

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17. Now it is time to unzip all of these files into the same directory, to create the Installation folder. Create a folder on your local drive called C:\oracle_installer. Once this is done, unzip the first file into this directory:

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18. After this first extract is complete, the installation folder will look like this:

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19. Continue to unzip all of the assemblies into this directory. You do not need to unzip V44215-01.zip into this directory.

20. Once complete, the directory should look as follows:

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With this complete you now have an installation folder ready to go! At this point, refill the coffee cup, and take a breather. From here it is time to install the products! Stay tuned for Part 2 of this installation series for next steps.

Author: Tom Blakeley, Performance Architects


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