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How to Install Oracle EPM (Hyperion): Patching Oracle EPM (Part 4 of Four-Part Series)
Posted on February 4, 2015
Author: Tom Blakeley, Performance Architects

Welcome to Part 4 of a four-part series detailing the installation, configuration, and patching process for a basic Oracle Enterprise Performance Management (EPM or Hyperion) environment containing both Oracle Essbase and Hyperion Planning. 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 patches for both Oracle Hyperion Planning and Oracle Essbase.

This post focuses on the patching process, along with instructions on how to tune some of the Java heap sizes to better manage system resources on a smaller local machine. At this point, you should have a local machine instance of EPM installed and configured. In addition, you should have downloaded the patch set from Oracle E-Delivery. As part of this process, you will also download several additional Essbase patches from Oracle Support.

1. To begin, you first need to download a few patches from Oracle Support. First, navigate to support.oracle.com

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2. Sign in with your Oracle ID. Once logged in, select “Patches & Updates” from the menu page.

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3. Download the following series of patches from Oracle Support, by entering both the patch number and the operating system.

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4. These patches can be downloaded into the “C:\oracle_install_files folder”  The patches include:

  • p17767307_11123000_MSWIN-x86-64
  • p17767302_11123000_MSWIN-x86-64
  • p17767299_11123000_MSWIN-x86-64
  • p17767309_11123000_MSWIN-x86-64

5. You first need to unzip the patches into the “Oracle Middleware OPatch” directory. Locate the files in the “C:\oracle_install_files” directory.

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6. Right-click, and unzip the file into the “C:\Oracle\Middleware\EPMSystem11R1\OPatch” directory.

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7. After the file is extracted, you will see the following in the “OPatch” directory.

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8. Continue to extract all of the patches into the “OPatch” directory.

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9. With all of the patches extracted, it is time to apply them using the command line utility. Open up a “Command Line” session, making sure to select “Run as Adminstrator.”

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10. First, change the directory to the “OPatch” folder by using the following command:

“cd C:\Oracle\Middleware\EPMSystem11R1\OPatch.”

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11. At this point, you can now apply a patch. Apply the first patch using the following command: “opatch.bat apply 17529887_WIN64 –oh C:\Oracle\Middleware\EPMSystem11R1 –jre C:\Oracle\Middleware\jdk160_35.”

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12. Once the patch executes, look for a “Success” message.

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13. Once you apply this patch, apply the remaining patches. The commands required are noted below:

  • opatch.bat apply 17767299 -oh C:\Oracle\Middleware\EPMSystem11R1 -jre C:\Oracle\Middleware\jdk160_35
  • opatch.bat apply 17767302 -oh C:\Oracle\Middleware\EPMSystem11R1 -jre C:\Oracle\Middleware\jdk160_35
  • opatch.bat apply 17767309 -oh C:\Oracle\Middleware\EPMSystem11R1 -jre C:\Oracle\Middleware\jdk160_35

14. After all of the patches are applied, run the following command to confirm. You should see each of the applied patches listed: “opatch.bat lsinventory –oh C:\Oracle\Middleware\EPMSystem11R1.”

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15. With these patches applied, navigate back to the “OPatch” directory using the Windows Explorer.

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16. Run the “EssbaseClient.exe” as an administrator.

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17. With the installer launched, click “Next.”

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18. Once the installer finishes, click “Finish” to close.

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19. The patches process is now complete. You’re almost done!

20. Since this installation focuses on a personal laptop or desktop with limited resources, you’ll need to tune the Java applications.

21. Navigate to the following directory: “C:\Oracle\Middleware\user_projects\epmsystem1\bin\deploymentScripts.”

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22. This directory contains the deployment scripts for each of the products that offer a Java web application. The out-of-the-box settings for the Java Heap allow for significant growth, which may not be possible on a smaller machine. I recommend reducing the upper-limit of the heap setting to establish consistent performance on your machine.

23. Open the “setCustomParamsAnalyticProviderServices.bat” file in a text editor. I am using Notepad++, a free text editor.

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24. Change the upper limit (maximum size) from “Xmx4096m” down to a more reasonable “512m.”

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25. Save the text file, and from there continue to edit the remaining files. Set each upper limit to 512m.

26. One this is complete, you can finally switch from a cup of coffee, to a cup of something a little stronger! In my case, a glass of red wine…

27. Now you can start services!  Open the “Start” menu, and navigate to “Oracle EPM System.”  From there, navigate to the “epmsystem1 Foundation Services”. Finally, run the “Start EPM System” script.

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28. Services will begin to start.

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29. Once services restart, we can access the “Workspace” URL. Replace “#comptuer# name” with your local machine name.

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30. Horah! Login with your username & password.

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31. With your new instance up and running, check the remaining products.  Access “Planning Administration” to check Planning (Navigate –> Administer –> Planning Administration).

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32. Open up “Calculation Manager” (Navigate –> Administer – > Calculation Manager).

33. Access “Web Launcher” for “Essbase Administration Services. “

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34. Log in to EAS. Once logged in, right-click on “Essbase Servers “and” Add Essbase Server.”   Add the default values.

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35. You now have a functioning environment that offers the opportunity to now build Essbase applications, deploy Planning apps, and – if you want – expand your environment.

Please post questions and comments below! Thanks!

Author: Tom Blakeley, Performance Architects


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