Tips and Tricks of EPM Upgrade

1. Tips and Tricks of EPM Upgrade NetApp EPM Suite Technology Delivery Team NetApp Inc.

2. EPM Modules implemented @ NetApp • Oracle EPM suite 11.1.2.2.x modules implemented at NetApp • Workspace/ Shared Services/Smart view • Hyperion Financial Management (HFM), FDM • EPMA/Hyperion Planning/Hyperion Calculation Manager • Product is Hyperion Analytic Provider Service(APS) • Hyperion Essbase Administration Services(EAS) • Essbase Server/Studio • Financial Data Quality Management ERP Integration Adapter (ERPi) • Hyperion Financial Close Management(FCM) • Hyperion Financial Account Reconciliation Manager(ARM) • Hyperion Strategic Finance(HSF) • Hyperion Profitability and Cost Management(HPCM) • Hyperion Disclosure Management(DISCMAN) • Oracle Financial Management Analytics(OFMA) • Oracle Essbase Analytics Link for HFM(EAL) • Few custom implementation of BSO cubes

3. EPM upgrade journey @ NetApp • Initial implementation EPM 11.1.2.0 in 2011 • Performed 11.1.2.0 to 11.1.2.1 in place upgrade in 2012 • Performed 11.1.2.1 to 11.1.2.2.300 out of place upgrade in 2013 • Implementation is multi platform • Application components on Windows • Essbase and DB on Linux • Mix of Physical and VM’s systems

4. EPM deployment topology @ NetApp

5. Upgrade Considerations • Drivers for upgrade • New Feature functionality • Maturity and Stability • Supportability • Performance improvement • Better tools for troubleshooting issues • Etc.. • In place upgrade • No major technology / architecture changes • Supported Path? • May require more downtime • No or Little migration • Out of place upgrade • Platform migration • Major technology / architecture change • Setup and test prior to go-live • Need Parallel infrastructure • Significantly less down time compared to in-place upgrade • Easy to rollback • Needs special handling to migrate Planning & EPMA application data

6. Prepare to upgrade • Ensure there is a good backup/restore strategy • Identify milestones for backup • Plan for few iterations of upgrade cycle • Generic NIS account with admin rights for installation and configuration • Identify components to upgrade only vs upgrade & migrate • Identify sequence of upgrade • Pre-requisites Verification • Verify UAC and DEP are disabled in windows systems • Verify TEMP and TMP directory is set to E:\Temp for both system and user variables on ALL servers • Verify that Firewall settings are disabled or OFF • Disable Virus Scanning of files and subfolders under %ORACLE_HOME • Disable Windows Firewall • Install oracle client on necessary servers • Enable Power Management • Install MS Visual C++, more than one version may be requried • Verify all Local Security Polices are set for install user • Verify IIS is installed on all required machines (HFM, FDM and EPMA servers) • Select all Application Development options for IIS setup • Enable IIS 6 Management Compatibility option for new IIS set up

7. Prepare to upgrade (cont..) • Install 7zip compression tool as this will be needed for install and future EPM extracts • Install Notepad++ to better analyze of logs • Enable Windows setting "do not forcefully unload the users registry at user logoff” • Setup Virtual memory 2.5 times than actual memory, example Actual memory is 32 GB then virtual memory 81GB

8. Upgrade: Installation and Configuration

9. Out of Place approach: Migration Path /Approach For Planning • LCM supports migration of planning objects from 11.1.2.1 to 11.1.2.3 • LCM does not support migration of Planning objects from 11.1.2.X to 11.1.2.2 • Create  interim environment, perform in place upgrade and migration to 11.1.2.2

10. Validation of installation & configuration • Run EPM System Diagnostic tool to verify configuration to validate • Generate a deployment report to verify web depoylent and history of deployment activities • Run epmsys_registry report deployment • Components of the report: • Logical Web Addresses • Application Tier Components • EPM Deployment Topology Report  • EPM Deployment History Report • User Directories - SSO Not Enabled • Database Connections • Data Directories • Full List of Command Line Options • view, viewhierarchy, addproperty, updateproperty, removeproperty. addencryptedproperty, updateencryptedproperty, addfile,updatefile, removefile, createlink, removelink, createcomponenthierarchy, deletecomponent, updatehost

11. Tips to improve performance • Web logic Tuning JVM entries for all components XMS and XMX • Update values for EPMSystemRegistry Capacity for Initial=10 and Maximum=150 • Update Datasource Capacity • HTTP Tuning • Recommended changes to http.conf • MaxKeepAliveRequests = 0 • KeepAliveTimeout = 15 • MaxRequestsPerChild = 0 • Timeout = 6000 • KeepAlive =On • ThreadsPerChild = 1024 • TCP/IP parameter setup • netshint ipv4 set dynamicporttcp start=1025 num=64508 • Consider HTTP compression • HTTPS implementation using SSL offloading at Load Balancer layer.

12. Tools • Log Analysis • Patch Lister • The patch lister script executes to collect the list of patches on all the windows servers • Task Lister • Lists all the processes running related to Oracle and Hyperion on the windows servers in the environment

13. Tools (contd..) • Resetting Hyperion Workspace Admin Password if you forgot All the native users can be seen on “CSS_USERS”table • Note:- • To set the password to ‘welcome1’ = ‘{SSH2}FvSZVSvSmzvjT/02Nn1TrJyQk8SqNus4Fw4m2cNxa3zkSLe8HFiJy7cT8zUDGiWi’ • To set the password to ‘password’ = '{SSH2}mpQoG4jU00otFocLZM6CWWUzpk9ZmSY5In3l3ZzFCH5byRhkG6ow7z4KxXmXWXSo' • Example: update CSS_USERS set PASSWORD= '{SSH2}mpQoG4jU00otFocLZM6CWWUzpk9ZmSY5In3l3ZzFCH5byRhkG6ow7z4KxXmXWXSo' where name='admin';

14. Upgrade: Installation and Configuration (contd..) • Choose one system as Web Logic Admin Server and install all WAR files for your setup on it • Create unique “epmsystem” on each servers, it helps in configuring and troubleshooting errors • Assign individual Data/Index table space for each components during configuration • Make sure to de-select “Deploy to single Managed Server” for distributed environment

15. Upgrade: Installation and Configuration (contd..) • Un select set logical web address for the web application if you are using external Load Balance url while configuring web server • create a share folder on a CIF share HOME directory called “RAF”. The folder must have full permissions to the folder and be able to access it • Start Web logic Admin server before deploying on all secondary servers • Run EPM Configurator for all instance for distributed environment • LCM import location must be shared to everyone with full access

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