reporting _ erica harris _ upgrading oracle epm from v11.1.1 to v11.1.2.pdf
DESCRIPTION
TRANSCRIPT
![Page 1: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/1.jpg)
The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof
Upgrading to Oracle EPM 11.1.2 — A Real Life Experience
Erica Harris Senior Oracle DBA
Waikato Regional Council
![Page 2: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/2.jpg)
The most comprehensive Oracle applications & technology content under one roof
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
![Page 3: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/3.jpg)
The most comprehensive Oracle applications & technology content under one roof
Agenda
• Background • Environment • Changes to the EPM Architecture • InstallaTon and ConfiguraTon • New ApplicaTon Features • Conclusions
![Page 4: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/4.jpg)
The most comprehensive Oracle applications & technology content under one roof
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.
![Page 5: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/5.jpg)
The most comprehensive Oracle applications & technology content under one roof
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
![Page 6: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/6.jpg)
The most comprehensive Oracle applications & technology content under one roof
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
![Page 7: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/7.jpg)
The most comprehensive Oracle applications & technology content under one roof
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
![Page 8: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/8.jpg)
The most comprehensive Oracle applications & technology content under one roof
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.
![Page 9: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/9.jpg)
The most comprehensive Oracle applications & technology content under one roof
Changes to Architecture cont
• Oracle HTTP Server default Web Server. Managed by OPMN.
• No more OpenLDAP. • Oracle DiagnosTc Logging
![Page 10: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/10.jpg)
The most comprehensive Oracle applications & technology content under one roof
Changes to Architecture cont
• Middleware Home — oracle\middleware • EPM Oracle Home — soeware, oracle\middleware\epmsystem11r1.
• EPM Oracle Instance — component configuraTon file and scripts oracle\middleware\user_projects\epmsystem1
• Web ApplicaTons — oracle\middleware\domains\epmsystem
![Page 11: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/11.jpg)
The most comprehensive Oracle applications & technology content under one roof
InstallaTon
• On Windows 2008 R2, turn off UAC. • Map network drive to soeware installaTon locaTon, won’t use UNC.
![Page 12: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/12.jpg)
The most comprehensive Oracle applications & technology content under one roof
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.
![Page 13: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/13.jpg)
The most comprehensive Oracle applications & technology content under one roof
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
![Page 14: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/14.jpg)
The most comprehensive Oracle applications & technology content under one roof
V11.1.1.x
![Page 15: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/15.jpg)
The most comprehensive Oracle applications & technology content under one roof
V11.1.2.1
![Page 16: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/16.jpg)
The most comprehensive Oracle applications & technology content under one roof
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.
![Page 17: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/17.jpg)
The most comprehensive Oracle applications & technology content under one roof
New Features — Planning
Approvals cont • Improved diagnosTcs • Planning Unit Usage
![Page 18: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/18.jpg)
The most comprehensive Oracle applications & technology content under one roof
New Features — Planning
• Fiscal Year Calendars • Data form design • Data ValidaTon Rules • CalculaTon module for Classic applicaTons: CalculaTon Manager or Business Rules.
![Page 19: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/19.jpg)
The most comprehensive Oracle applications & technology content under one roof
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.
![Page 20: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/20.jpg)
The most comprehensive Oracle applications & technology content under one roof
New Features — SmartView
• Office 2010 32-‐bit support • Outlook IntegraTon — Task lists from Planning and Financial Close Management
![Page 21: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/21.jpg)
The most comprehensive Oracle applications & technology content under one roof
![Page 22: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/22.jpg)
The most comprehensive Oracle applications & technology content under one roof
Mark as Complete
Close Execute
![Page 23: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/23.jpg)
The most comprehensive Oracle applications & technology content under one roof
New Features — SmartView
• Shared ConnecTons – set up URL in SmartView, OpTons, Advanced
hqp://<SS Server>:19000/workspace/…
![Page 24: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/24.jpg)
The most comprehensive Oracle applications & technology content under one roof
New Features — SmartView
![Page 25: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/25.jpg)
The most comprehensive Oracle applications & technology content under one roof
New Features — SmartView
• Ad Hoc Grids — can save as data forms. Replaces Smart Slice funcTonality.
![Page 26: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/26.jpg)
The most comprehensive Oracle applications & technology content under one roof
New Features — LCM
• Can now migrate Essbase applicaTon cube data.
• Can create the applicaTon shell during import for Essbase, Planning and Financial Management ApplicaTons.
![Page 27: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/27.jpg)
The most comprehensive Oracle applications & technology content under one roof
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.
![Page 28: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/28.jpg)
The most comprehensive Oracle applications & technology content under one roof
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.
![Page 29: Reporting _ Erica Harris _ Upgrading Oracle EPM from v11.1.1 to v11.1.2.pdf](https://reader034.vdocuments.us/reader034/viewer/2022042613/546fa46cb4af9ffa638b4586/html5/thumbnails/29.jpg)
The most comprehensive Oracle applications & technology content under one roof
Conclusions
• Use the tools provided: WebLogic Admin Console EPM System DiagnosTcs SQL Developer My Oracle Support CerTficaTon Matrix
• Training