Wednesday, 28 January 2015

EPM Installation and configuration

As expected there was a flurry of activity on social media that had been  released though it was only the downloads that had been released on OTN, no documentation, no support matrix or edelivery and the OTN release is not packaged up in the same way, one year the OTN EPM downloads were a beta release so should never be trusted (wait for the edelivery release)

It would make more sense to release the documentation first but then again the way some people go about it these days is to install first and then ask questions before even reading any of the docs :)

All that time Oracle had to prepare the way it was  released and in the end it was done in an unstructured way. :)

Seeing as I have no choice to go down the route of OTN and with no documentation then so be it, I will update this post once all the documentation becomes available with the highlights.

UPDATE 29/01/2015: Documentation can be found here or all documentation here

UPDATE 28/01/2015: Support Matrix has now been updated and can be downloaded from here

The noticeable changes in compared to are:
  • OS support added for Windows Server 2012 (all SP levels inc)/R2
  • OS support removed for Windows Server 2003
  • Client OS support added for Windows 8.1 and Windows Server 2012 (all SP inc/R2)
  • Client OS support removed for XP and Vista
  • Browser support added for Internet Explorer 11.x and Firefox 31.x ESR
  • Browser support removed for Internet Explorer 7 and 8
  • No changes in Oracle database repository support though Microsoft SQL Server 2012 (all SP levels inc) has been added
  • No changes in supported versions of Microsoft Office which are 2007/2010/2013
  • Websphere application server support removed
  • Smart View compatible version for is
There are some caveats on the above so for more detailed information check out the support matrix.

As windows 2012  is at last supported I am going to take the plunge and install on it and configuring against Oracle 12c ( database.

Just like in my previous installation post this is not going to be a step by step guide to installing and it will be only be covering key aspects or changes from

Please be aware as this has just been released it just my initial view which I am sure will change once I have gained more knowledge on the release.

Once the files are downloaded and extracted under the same location you will notice there have not been any changes to the file structure.

There are a few additions in the root installation folder.

Supplemental Data Manager and Tax Supplemental Schedule Smart View Extension installers.

Running through the installation is exactly the same as previous versions.

Interesting to see the operating system is supported but categorised as Windows NT (unknown)

Most of the options are the same on the product components screen though there are few changes.

As you will notice FDM has been removed, farewell and time to move on to the much superior FDMEE.

The new Tax Management product including Tax Governance and Reporting is available.

Financial Management includes the new SDK and the ADM option has gone.

I went to install all the products just to test whether there would any problems installing on Windows 2012 but as you can see all green.

The underlying directory structure remains constant.

What I am surprised at the versions of jdk and jrockit have not been updated from

Now on to the configuration which remains in the whole pretty much similar to and I will miss out some sections.

The configuration to Shared Services and Registry Database has no changes.

Once again the product configuration options are very similar to that of

There is the new addition of Tax Management and the removal of DCOM and the web server from the FM configuration.

In this configuration I am not going to configure FCM/Tax Management as they require SOA so I will leave that for another day.

Under FDMEE the register HFM adaptor is no more now that HFM has moved into the Java world so it will be built into FDMEE by default.

The common components screen now has a new option to enable SSL offloading and host details.

The configure database screen no longer has the option to upgrade from a version.

The deploy application server still has the annoying deploy to single managed server enabled by default which I quickly deselected.

The essbase configuration has a new additional option to set the binding host name which I know will help in cluster configurations.

From the docs:
"Specify a Binding Host Name to have Essbase bind only to the IP address for the specified Binding Host Name. Otherwise, at startup, Essbase binds on all available IP addresses."

There are now only two configuration screens for FM

>The FM configure server has the new options for the server port and datasource port range.

The cluster configuration remains the same.

The hardly ever used and more annoying than anything Oracle Configuration Manager (OCM) Registration has been removed so another less thing to worry about especially on Linux.

And besides all screens which are exactly the same as then that is pretty much it and off the configuration goes.

Surprisingly enough I didn’t have any failures on win2012 and the validation report is all happy too.

If you take a look at the windows services there is not much of a shock.

Financial Management is down to two services instead of four.

The service names, logs etc still contain references to system 9 how we have moved on :)

IIS is very quiet indeed with no FDM and no FM now that it has fully moved in to java web application world.

Firing up all the services was once again successful and you can see that workspace has a very slight makeover.

Well I will leave it there for now, obviously there will be much more to follow once I delve a little deeper


John A. Booth said...

I need to go back and review my install. I didn't see the SOA config on the close management and installed SOA after the fact. Seeing some odd authorization behavior.

Celvin Kattookaran said...

I thought this is a beta release. Apart from Workspace getting a new look and Planning getting "run diagnostics", none of the important new features are there in this one.

Yes the annoying Configuration Manager service is gone :)

Niels said...

all hfm utilities are gone :/

John Goodwin said...

FM utilities are deprecated from, utilities which are included are Metadata Merge, Application upgrade, Copy App, Rules editor for notepad++, Rule Migrator.
Due to the changes in the underlying technologies used by FM new utilities should be written with the Java API.

hyperipwn said...

The first information I can find about the release! The documentation release will be interesting...

John A. Booth said...

Certification Matrix makes reference to DCOM still in use. That throws me a bit as I expected no DCOM now.

John Goodwin said...

I am not sure I trust everything in the support matrix at the moment, some of it just looks like it has been copied and pasted from previous versions.

Niels said...

Copy App? Only over LCM!

And the Application Upgrade has no GUI for me.

Anonymous said...

Hi John,

Great info as always.

Did you do anything special to the Windows 2012 server roles (added Application Server, added Web Server role) or use the loopback adapter? Using an AWS server, BTW.

Did these steps like I have in the previous releases and all is working except an error on the Web Server configuration (which renders the box pretty much useless for Hyperion :)

yannis vossos said...

john hi,

Finished migrating my planning apps to the new version
is there anywhere I can configure the plannning apps for hybrid use?
I checked that on my essbase server there is a hybrid folder created.



John Goodwin said...

Hi Yannis, have a read of

Jason Clarke said...

Hi John,

For EPMA, I presume IIS 8.5 is supported since 2012 R2 is a supported OS even though the cert matrix still only mentions IIS 6 & 7.x support.

Did you notice any issues deploying against this version of IIS? I presume not, but no harm in asking.

Railton Sacramento said...

Hi John,

I have an environment with EPM with Windows Server 2003 as OS.
With this new version, I have to use no more with WS 2003 Server.
I will create a new environment with Windoes Server 2012 and EPM
Do know if it is possible to use the Lifecycle Management to perform the migration process from to



John Goodwin said...

Hi Railton,

The information on whether LCM is backwards compatible to is very thin on the ground.
I believe it is one of those things which you will have to try and depending on product will have varying succes rates.

Shreya Raj said...

Hi John,

I am doing a full installation on single server, however, for FDMEE, evrything installs but ODI. and the configuration fails too. Please help in this. What exactly could be the issue?