Hyperion Reporting and Analysis – System 9 Installation Guide for Windows
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HYPERION® REPORTING AND ANALYSIS – SYSTEM 9 RELEASE 9.3.1 INSTALLATION GUIDE FOR WINDOWS Reporting and Analysis Installation Guide for Windows, 9.3.1 Copyright © 1989, 2008, Oracle and/or its affiliates. All rights reserved. Authors: Marilyn Ghilardi The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. 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The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Contents Chapter 1. Reporting and Analysis Architecture Overview ...................................... 13 Hyperion and Enterprise Performance Management ............................ 13 About Reporting and Analysis ............................................ 13 Reporting and Analysis Architecture ....................................... 14 Client Layer ...................................................... 14 Application Layer .................................................. 15 Application Layer Web Tier ........................................ 16 Web Server Use in Hyperion ....................................... 16 Application Layer Services Tier ..................................... 17 Database Layer .................................................... 22 Chapter 2. Planning the Installation ..................................................... 23 Preparing an RDBMS for the Reporting and Analysis Repository ................... 23 Backing Up a Repository ............................................. 23 Configuring Database Software for the Reporting and Analysis Repository ......... 24 Configuring IBM DB2 ............................................ 24 IBM DB2 with Web Analysis ....................................... 27 Configuring Microsoft SQL Server ................................... 27 Configuring Oracle .............................................. 28 Manually Creating Tables ............................................ 31 Database Storage Parameters for Oracle .................................. 31 Creating ODBC Connections .......................................... 32 Microsoft SQL Server Analysis Services (SSAS) Connections ................... 32 SSAS 2005 .................................................... 32 SSAS 2000 .................................................... 33 Obtaining and Preparing Pre-requisite Software ............................... 33 SAP Data Source Access and Authentication ............................... 33 Configuring SAP Data Source Access and Authentication ..................... 34 Installing the IBM Global Security Kit for WebSphere Express .................. 34 Web Environment .................................................... 35 Application Server Setting ............................................ 35 Web Browser Requirements .......................................... 35 Contents iii Configuring a Web Environment ....................................... 35 Financial Reporting and Web Analysis Web Server Environment ............. 35 Financial Management Web Server Environment ........................ 36 Browser Settings ...................................................... 36 Module-specific Prerequisites ............................................ 37 Configuring a Production Reporting Server Installation ...................... 37 Financial Management .............................................. 37 Financial Reporting Print Server ....................................... 37 Importing Financial Reporting Content into Microsoft Word and Powerpoint . 37 Cell Attachment Support and Configuration Requirements ................. 37 Print Server Requirements ......................................... 39 Installing Considerations ................................................ 39 Satisfying Temporary Space Requirements ................................ 39 Command Line Processor Considerations ................................ 40 Port Numbers Used by Hyperion Products ................................... 40 Chapter 3. Installing Reporting and Analysis ............................................... 41 Prerequisites ......................................................... 41 Terminal Services Configuration .......................................... 41 Reporting and Analysis Installers .......................................... 42 Reporting and Analysis Module Installers .................................... 42 About Hyperion Home ................................................. 44 Hyperion Home Location ............................................ 44 Files Installed in the HYPERION_HOME Directory ......................... 44 Changing the Hyperion Home Location .................................. 45 Installing Reporting and Analysis .......................................... 46 Running Silent Installations .............................................. 48 Chapter 4. Configuring Reporting and Analysis ............................................. 49 Hyperion Configuration Utility ........................................... 49 Task Sequence .................................................... 50 Restricted Characters ............................................... 50 Troubleshooting ................................................... 50 Satisfying Initial Requirements ........................................... 50 Configuring Product Upgrades ........................................... 50 Configuring Reporting and Analysis ........................................ 51 Registering With Shared Services ....................................... 52 Configuring Databases .............................................. 53 Microsoft SQL Server Windows Authentication ......................... 54 iv Contents Specifying Application Server Hostnames and Web Server Connector Plug-in Ports ........................................................... 54 Deploying to the Application Server ..................................... 55 What Happens During Deployment .................................... 56 WebSphere and WebLogic 9.1.x ..................................... 56 WebLogic 8.1.x ................................................. 57 Enabling the Web Server Plug-in ....................................... 57 Hyperion Configuration Utility Web Server Plug-in Support ................ 58 Web Server Plug-in Manual Support ................................. 58 Completing Module-Specific Configurations ................................. 59 Workspace Configurations ........................................... 59 Customizing the Context Path ..................................... 60 Specifying the GSM Host and Port .................................. 60 Customizing