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How Healthy Is Your Oracle

EPM/Hyperion System?
(a.k.a. Is the Check-Engine Light On?)
Presented by:
Joe Malewicki – iArch Solutions
Mike Fredericks – FinWeb Solutions
Why are we here?

Why we’re awake at 8:30 in the morning!

OBJECTIVES/OVERVIEW OF
SESSION
Objectives/Overview of session

l  Session Agenda


●  Objectives/Overview of session
●  Get Your EPM System Oil-Checked
●  Technical Performance Evaluation
●  Keep the stability & Tune-Up
●  EPM Infrastructure Architecture Design
●  Need More Information?
●  Q&A
Objectives/Overview of session (cont.)

l  Who are we?


●  Joe Malewicki – iArch Solutions, LLC
●  Mike Fredericks – FinWeb Solutions, Inc.
Who are we?

l  Joe Malewicki – Founder/Principal of iArch Solutions, LLC


●  18 years+ working with Hyperion/Oracle EPM & BI related
infrastructure (I was there when it was born!!!)
●  Multiple certifications, distributed systems architect
●  100+ successful implementations
●  All around nice guy!

www.iArchSolutions.com
Who are we? (cont.)

l  Mike Fredericks – President of FinWeb Solutions, Inc.


●  Software products to monitor your system
●  14 years working for Hyperion/Oracle
●  Support/Cloud Services/Product Consulting
●  Degree in Accounting & Finance
●  Performed work for number Fortune 500 firms

www.FinWebSolutions.com
Who are we? (cont.)
For over two decades, Our Oracle EPM/Hyperion Infrastructure consulting team has done extensive work with
the entire suite of product.
}  Products we work with daily include:
§  Foundation Services •  Financial Data Management Enterprise Edition
§  Planning (HP) (FDMEE)

§  Essbase (EAS, APS, EIS, Studio, Essbase Server) •  Oracle Data Integrator (ODI)

§  Reporting and Analysis (RA Framework, Financial Reports, Web Analysis) •  Data Relationship Management (DRM)

§  Financial Management (HFM) •  Financial Close Management (FCM)

§  Financial Data Quality Management (FDM) •  Hyperion Profitability Cost Management (HPCM)
•  Hyperion Enterprise

}  All of our Oracle EPM/Hyperion Infrastructure consultants support and have worked with the following
platforms and technologies in respect to the Oracle EPM/Hyperion deployment and design stack:

•  Oracle’s Exalytics platform X3-4 and T5-8 •  Oracle Database


•  Oracle Virtual Machine •  Microsoft SQL Server Database
•  VMware ESX •  Secure Socket Layer (SSL)
•  Microsoft Windows •  Single-Sign On SSO (OAM & SiteMinder)
RedHat Linux •  Oracle WebLogic Application Server
•  Oracle Enterprise Linux •  IBM WebSphere Application Server
•  IBM AIX •  IIS, OHS and Apache Web Server
•  Sun/Oracle Solaris
Who are we? (cont.)
Some of our Services/Solutions:
•  Installation and configuration for new or •  Technical review/assessments
existing environments •  Best Practice Development for Technical
•  Application migrations & upgrades Administration
•  New/Upgrade Architecture design/re- •  Infrastructure classes for the EPM
design (physical and virtual System
implementations) •  EPM/Hyperion hosted solution
•  Performance tuning architecture and implementation
•  High Availability design & •  Advanced troubleshooting and issue
implementation resolution
•  Disaster Recovery design & •  Critical Period Coverage
implementation •  Managed Services
•  Full system wide Patching •  Production Support
Objectives/Overview of session (cont.)

l  Why are you here?


Objectives/Overview of session (cont.)

l  Why are you here?


●  There’s never enough speed.
●  Every time we use this system it crashes!
●  Because Oracle EPM/Hyperion software is like a
Technical Black hole?
●  To make sure I’m getting what I paid for.
Objectives/Overview of session (cont.)

l  Why are you here?


●  There’s never enough speed.
●  Every time we use this system it crashes!
●  Because Oracle EPM/Hyperion software is like a
Technical Black hole?
●  To make sure I’m getting what I paid for.
l  Who is the Ideal audience?
Objectives/Overview of session (cont.)

l  Why are you here?


●  There’s never enough speed.
●  Every time we use this system it crashes!
●  Because Oracle EPM/Hyperion software is like a
Technical Black hole?
●  To make sure I’m getting what I paid for.
l  Who is the Ideal audience?
●  Anyone who has to interact or maintain Hyperion
outside of an end-user.
Harry’s Oil Change Center or the Dealer?

GET YOUR EPM SYSTEM


OIL-CHECK
Get Your EPM System Oil-Check

l  Validate your environment(s)


●  Perform REGULARLY Scheduled Health Checks
●  Run the EPM System Diagnostics utility
●  C:\Oracle\Middleware\user_projects\<instance-name>\bin>validate.bat
Get Your EPM System Oil-Check (cont.)

l  EPM System Registry


●  Run the EPM System Registry Report
●  C:\Oracle\Middleware\user_projects\<instance-name>
\bin>epmsys_registry.bat
Get Your EPM System Oil-Check (cont.)

l  EPM System Registry (cont.)


●  Run the EPM System Topology Report
●  C:\Oracle\Middleware\user_projects\<instance-name>
\bin>epmsys_registry.bat report deployment
Get Your EPM System Oil-Check (cont.)

l  EPM System Registry (cont.)


●  EPM System Registry Cleaner
●  C:\Oracle\Middleware\user_projects\<instance-name>\bin>registry-
cleanup.bat preview
Get Your EPM System Oil-Check (cont.)

l  System Logs


●  Where are the logs?
l  Logs were moved to align with the location of Oracle Fusion
Middleware logs, as can be seen in the log paths. This aligns with
Oracle’s strategy to further integrate Oracle EPM with the rest of
the Fusion Middleware stack.
l  General Location:

l  <drive-path>\Oracle\Middleware\user_projects
\<instance-name>\diagnostics\logs
l  <drive-path>\Oracle\Middleware\user_projects\domains
\EPMSystem\servers\<WLS-managed-server-name>
\logs
Get Your EPM System Oil-Check (cont.)

l  System Logs (cont.)


●  Run the Ziplogs Utility
●  Output to EPM_ORACLE_INSTANCE/diagnostics/
ziplogs
●  C:\Oracle\Middleware\user_projects\<instance-name>\bin>ziplogs.bat
Get Your EPM System Oil-Check (cont.)

l  System Logs (cont.)


●  Oracle Diagnostics Logging Files - ODL
l  Configure via logging.xml files
l  Configurable properties located in the Oracle EPM
Troubleshooting Guide
l  ODL Logging products Names, Locations, Descriptions
Get Your EPM System Oil-Check (cont.)
Get Your EPM System Oil-Check (cont.)

l  System Logs (cont.)


●  Log Analysis Tool
●  Standalone Log Analysis Tool provided in Patch 17425397 to add support
for 11.1.2.1, 11.1.2.2
●  Some parameters only work in 11.1.2.3/4
●  When using Standalone Log Analysis Tool in EPM 11.1.2.1 or 11.1.2.2
make sure you specify -d parameter. The utility will generate a report on
offline log files stored in specified directory paths. You can specify multiple
log locations by using a comma-separated list of locations. Directory paths
must be enclosed in double quotation marks.
●  Example: loganalysis -m INCIDENT_ERROR -d "c:\logfiles", "z:\OracleLogs",
"y:\EPMLogs" "/net/epm_server2/Oracle/Middleware/user_projects" -o
"myCustom Analysis Report" creates a report titled myCustom Analysis Report
listing messages of type INCIDENT_ERROR contained in the log files available
in the specified directories.
Get Your EPM System Oil-Check (cont.)

l  System Logs (cont.)


●  Run the Log Analysis Tool
●  C:\Oracle\Middleware\user_projects\<instance-name>\bin>loganalysis.bat
Get Your EPM System Oil-Check (cont.)

l  System Logs (cont.)


●  Non-ODL/Product Specific Logging Integration
Services Logs (Troubleshooting guide)
●  Planning Logs
●  Performance Scorecard Logs
●  Strategic Finance
●  Data Management Logs – FDM (classic)
●  Lifecycle Management Logs – LCM
Get Your EPM System Oil-Check (cont.)

l  WebLogic Admin Console


l  Quick check of the Java Application Server Components
l  Managed Server(s) status
l  Deployment(s) status
l  Data source connection(s) usage
l  Perform WebLogic Specific EPM System tuning
l  Stuck Thread timeouts
l  Data Source Connection Pools
l  Logging parameters
Get Your EPM System Oil-Check (cont.)

l  WebLogic Admin Console (cont.)


l  Located on the primary Foundation Services Server:
l  C:\Oracle\Middleware\user_projects\domains\EPMSystem\bin
\startWebLogic.cmd
l  http://<server-name>:7001/console
Get Your EPM System Oil-Check (cont.)

l  WebLogic Enterprise Manager Fusion


Middleware Control
l  Monitor the Health of the WebLogic Server Components
l  Domain Health
l  Real-time Java Heap Usage
l  Real-time CPU Usage
l  Create/Modify WebLogic Domain external components
l  Oracle Web Services (OWS)
l  HPCM API
l  DRM API
Get Your EPM System Oil-Check (cont.)

l  WebLogic Enterprise Manager Fusion


Middleware Control (cont.)
l  Located on the primary Foundation Services Server:
l  C:\Oracle\Middleware\user_projects\domains\EPMSystem\bin
\startWebLogic.cmd
l  http://<server-name>:7001/em
How fast can we go 0-60?

TECHNICAL PERFORMANCE
EVALUATION
Technical Performance Check

l  Assess your performance


●  Baseline benchmark of common tasks
●  Define criteria for analysis
●  Create a manual script/sequence for analysis (basis for
future automation) Don't forget to “be unique!”
●  Define required performance thresholds
●  Perform benchmarking
●  Manual testing
●  Load Runner Evil – limited use (50 users)
●  3rd Party/Paid Solutions
●  Always POC – make them earn the money!
Maintaining your System, Resolving issues, Best Practices

KEEP THE STABILITY & TUNE-UP


Keep the stability

l  Service/Process Uptime


●  Monitor Your Services/Processes
●  FinWeb’s “TaskManager” utility
●  Task Manager utility allows you to monitor the different task
processes
●  Provides ability to see resources being used
●  Allows ability to “kill a process”
●  Customizable to allow you to set what processes to monitor
●  Server Name
●  Process/Description
●  CPU usage
●  Memory
●  Provides the “Ability to End Process” remotely
Keep the stability (cont.)

l  Monitor Your Services/Processes (cont.)


●  FinWeb’s Service Monitor
●  Utility that allows you to monitor the status of the services
●  Allows you to start and stop the services one by one or all
●  Fully customizable to include other services outside of
Hyperion
●  One stop utility to monitor services across different servers
●  Currently Windows only
Keep the stability (cont.)

•  Server Name
•  Will show server name
•  The service
•  Status
•  Stop and start button for each service
•  Stop all and start all for all services
Keep the stability (cont.)

l  Starting/Stopping the Oracle EPM System


Keep the stability (cont.)

l  Starting/Stopping the Oracle EPM System (cont.)


●  Oracle EPM System Provided Start/Stop Scripts:
●  START:
●  <drive-path>\Oracle\Middleware\user_projects\<instance-name>\bin\start.bat|sh
●  STOP:
●  <drive-path>\Oracle\Middleware\user_projects\<instance-name>\bin\stop.bat|sh
●  To cleanup any orphaned or residual processes on Linux/UNIX:
●  ps -ef | grep "hyperion" | grep java | grep -v grep | grep -v ${0} | awk '{print "kill
-9 " $2}' | sh
Keep the stability (cont.)

l  Perform baseline tuning


●  EPM System Tuning Guide
●  https://blogs.oracle.com/pa/entry/
epm_infrastructure_tuning_guide_v11
●  High Value Tuning Suggestions
●  Tune Operating Systems parameters.
●  Tune Java Application Server (WLS) parameters.
●  Tune Java Virtual Machines (JVM) Heap Sizes.
●  Tune HTTP Server parameters, Compression & Caching
●  Tune Oracle Database Parameters.
●  Tune Reporting And Analysis Framework (RAF) Services.
●  Tune Oracle ADF parameters.
Keep the stability (cont.)

l  Patching
●  How often?
●  Is there a risk?
●  Best practice methodology
Keep the stability (cont.)

l  Patching (cont.)


●  Best Practices Patching Methodology:
●  Compile a list of products and components for each server (i.e. software
layout diagram)
●  Acquire the Patches & Pre-reqs:
●  Search for relevant patches on http://support.oracle/com under the “Patches &
Updates” section.
●  Patch Search Section: Product or Family (Advanced)
●  Enter the patch search criteria:
●  Product, Release, Platform
●  Sort by “Update” column
●  Read the Readme’s for each patch.
●  Download patches to a sequential name folders
Keep the stability (cont.)

l  Patching (cont.)


●  Best Practices Patching Methodology:
●  Backup, Backup, Backup!
●  COLD EPM Server (s) File System backups
●  COLD Database/Schema backups
●  Create/Update Patching Script
●  Apply patches to Sandbox, Dev, Test then Production environment
●  Validate Patched EPM System
●  Perform Technical Validation
●  Perform Functional Validation
●  Record/Document patches applied
●  Archive Patch Media
Keep the stability (cont.)

l  Backup and Recovery


●  EPM Backup and Recovery Guide
●  Backup Hot & Cold
●  Database/Schema
●  File System
●  LCM Artifacts & Objects
●  Application Data Extracts
Keep the stability (cont.)

l  Troubleshooting
●  Best Practice: Flow for Troubleshooting an Oracle
EPM System Product issue
●  Narrow down the problem
●  Is there an obvious error message?
●  Have the end-user walk you through the process.
●  Is it duplicable?
●  How is the end-user connecting to the environment?
●  Does it occur on the server?
●  Does it occur with a particular application?
●  When did the issue start to occur?
●  Does the issue occur within all environments?
Keep the stability (cont.)

l  Troubleshooting (cont.)


●  Best Practices: Flow for Troubleshooting an Oracle
EPM System Product issue (cont.)
●  Has anything changed within the applications/use of the
products?
●  Major application changes to metadata?
●  Large amounts of data changes?
●  Recent migrations?
●  Increased user access?
Keep the stability (cont.)

l  Troubleshooting (cont.)


●  Best Practices: Flow for Troubleshooting an Oracle
EPM System Product issue (cont.)
●  Has anything changed within the Oracle EPM System
environment(s)?
●  Operating System patches?
●  Network/Communication infrastructure?
●  Virtual Host Infrastructure?
●  Oracle EPM System patches?
●  Is everything running?
●  Check all Services and Processes
Keep the stability (cont.)

l  Troubleshooting (cont.)


●  Best Practices: Flow for Troubleshooting an Oracle
EPM System Product issue (cont.)
●  Open an Oracle Technical Support Service Request
●  http://support.oracle.com
●  Select appropriate Severity

●  Sev-1, Sev-2 or Sev-3?

●  Provide steps to duplicate.

●  Offer best times for a web session to view the issue.

●  Attach ALL Oracle EPM System Server logs

●  ziplogs.bat|sh
Keep the stability (cont.)
l  Troubleshooting (cont.)
●  Best Practices: Flow for Troubleshooting an Oracle
EPM System Product issue
●  Research the Error
●  Google-It
●  Search the Oracle My Support knowledgebase
●  Logs, Logs, Logs
●  Find the logs
●  ziplogs.bat|sh

●  Analyze the logs


●  Advanced Text Editor (notepad++/vi)

●  LogAnalysis.bat|sh
Keep the stability (cont.)

l  Troubleshooting (cont.)


●  Best Practices: Flow for Troubleshooting an Oracle
EPM System Product issue (cont.)
●  Research the Error AGAIN
●  Test the fix/solution in “Non-Prod”
●  Backup First
●  Databases/schemas
●  File System
●  Artifacts & Objects (LCM)
●  Apply fix/solution
●  Validate
Keep the stability (cont.)

l  Troubleshooting (cont.)


●  Best Practices: Flow for Troubleshooting an Oracle
EPM System Product issue (cont.)
●  Apply the fix/solution in Production
●  Backup First
●  Databases/schemas
●  File System
●  Artifacts & Objects (LCM)
●  Apply fix/solution
●  Validate
●  Record your fix/solution
Technical & Component Architecture Diagrams

Best Practices, Technical & Component Architecture Diagrams

EPM INFRASTRUCTURE DESIGN


Best Practice Infrastructure Design

l  Gather all the information


●  Create an Infrastructure Survey
●  HA, SSL, Platform, DB Type, etc.
●  Consider Development/Sandbox Environment(s)
●  Upgrade considerations, future planning
●  New application usage?
●  New acquisitions/additional licenses?
●  Create a Software Architecture Diagram
●  Use the “instances”
●  Foundation1, FDMEE1, Essbase1, Planning1, RA1, etc…
EPM Infrastructure Design (cont.)

●  Create a Software Architecture Diagram


●  Use the “instances”
●  Foundation1, FDMEE1, Essbase1, Planning1, RA1, etc…
Oracle’s Sample Architecture – Instance Design
The places we go…

NEED MORE INFORMATION?


Need More Information?

l  Useful Links


●  Oracle Fusion Middleware Supported System
Configurations
●  http://www.oracle.com/technetwork/middleware/ias/
downloads/fusion-certification-100350.html
●  Oracle Enterprise Performance Management
System - Release 11.x Certification Matrix:
●  http://www.oracle.com/technetwork/middleware/bi-
foundation/hyperion-supported-platforms-085957.html
●  Oracle EPM Documentation:
●  https://docs.oracle.com/en/applications/?tab=8
Need More Information? (cont.)

l  Useful Links (cont.)


●  Oracle Enterprise Performance Management
System (EPM System) / Business Intelligence White
Papers:
●  http://www.oracle.com/technetwork/middleware/bi-
foundation/resource-library-090986.html
●  Oracle Lifetime Support Policies:
●  http://www.oracle.com/us/support/lifetime-support/
index.html
●  Business Analytics - Proactive Support:
●  https://blogs.oracle.com/proactivesupportEPM/
Need More Information? (cont.)

l  Useful Links (cont.)


●  Customer Engineering & Advocacy Lab (CEAL):
●  https://blogs.oracle.com/pa/
●  Oracle Learning Library:
●  http://www.oracle.com/technetwork/tutorials/index.html
●  My Oracle Support:
●  https://support.oracle.com
●  Oracle Software Delivery Cloud:
●  https://edelivery.oracle.com
Need More Information? (cont.)
l  Useful Links (cont.)
●  Oracle Hyperion EPM (MOSC):
●  https://community.oracle.com/community/support/
oracle_hyperion_epm
●  Oracle Support Document 1092114.1 (EPM System
Cumulative Feature Overview Tool) can be found at:
●  https://support.oracle.com/epmos/faces/DocumentDisplay?
id=1092114.1
●  Oracle Support Document 1292603.1 (EPM System
Defects Fixed Finder) can be found at:
●  https://support.oracle.com/epmos/faces/DocumentDisplay?
id=1292603.1
Need More Information? (cont.)
l  Useful Links (cont.)
●  Oracle Support Document 1400559.1 (Available
Patch Sets and Patch Set Updates for Oracle
Hyperion EPM Products) can be found at:
●  https://support.oracle.com/epmos/faces/DocumentDisplay?
id=1400559.1
●  Oracle Support Document 1071023.1 (Requesting
Physical Shipment or Download URL for Software
Media) can be found at:
●  https://support.oracle.com/epmos/faces/DocumentDisplay?
id=1071023.1
Open Questions & Answers Session
Q&A
Thank You for Joining Us
Today!
Joe.Malewicki@iArchSolutions.com

Mike.Fredericks@FinWebSolutions.com

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