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

2. EPM Modules implemented @ NetApp
Oracle EPM suite 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 in 2011
Performed to in place upgrade in 2012
Performed to 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
In-Place
Out-of-Place
No Migration
Migration
Windows registry Modified/Added
New Windows Registry
Modified/Added EPM System Registry
New EPM System Registry

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

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
netsh int ipv4 set dynamicport tcp 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..)
Patch lister

14. Tools (contd..) Task Lister
Lists all the processes running related to Oracle and Hyperion on the windows servers in the environment

15. 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';

16. Appendix A Sequence of configuration
Configure Foundation Services first
Configure the Web server last
Configure the Shared Services database entitry for every machine.
Setup the Shared Services Registry on the first machine
Run installTool or EPM Configurator with a/c having Administrator privilege
Use Generic NIS account with admin rights for DCOM configuration, specific to HFM

17. 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

18. 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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