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Oracle® Cloud

Deploying a Virtual Machine for Oracle


Enterprise Performance Management Cloud

E76404-01
Oracle Cloud Deploying a Virtual Machine for Oracle Enterprise Performance Management Cloud,

E76404-01

Copyright © 2016, 2018, Oracle and/or its affiliates. All rights reserved.

Primary Author: EPM Information Development Team

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Contents
Documentation Accessibility

Documentation Feedback

1 Overview of the Virtual Machine

2 Setting up the Virtual Machine


Video Overview 2-1
Virtual Machine Host Hardware Requirements 2-1
Installing and Starting Oracle VirtualBox 2-2
Downloading and Extracting the Virtual Machine Appliance 2-3
Importing the Appliance and Specifying Settings 2-4
Creating Snapshots 2-8
Starting the Virtual Machine 2-8
Changing the Service Type of an Oracle Planning and Budgeting Cloud
Environment 2-8
Connecting to an EPM Cloud Environment 2-10

3 Operating Instructions
Creating an Application 3-1
Using EPM Automate to Import Snapshots into the Application 3-2
Logging into the Virtual Machine Operating System 3-3
Shutting Down the Virtual Machine 3-3
Troubleshooting 3-4

iii
Documentation Accessibility

Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=docacc.

Access to Oracle Support


Oracle customers that have purchased support have access to electronic support
through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/
lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs
if you are hearing impaired.

iv
Documentation Feedback
To provide feedback on this documentation, send email to epmdoc_ww@oracle.com,
or, in an Oracle Help Center topic, click the Feedback button located beneath the
Table of Contents (you may need to scroll down to see the button).
Follow EPM Information Development on these social media sites:
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YouTube - https://www.youtube.com/oracleepminthecloud

v
1
Overview of the Virtual Machine
The Virtual Machine (VM) is a local implementation of an Oracle Enterprise
Performance Management Cloud environment that may contain one of the following
application types deployed to a VM:
• Oracle Planning and Budgeting Cloud
• Oracle Enterprise Planning and Budgeting Cloud
• Oracle Financial Consolidation and Close Cloud
• Oracle Tax Reporting Cloud
• Oracle Profitability and Cost Management Cloud
• Oracle Account Reconciliation Cloud
• Oracle Strategic Workforce Planning Cloud
• Oracle Enterprise Data Management Cloud
• Oracle Enterprise Performance Reporting Cloud
This VM provides an environment to create and deliver demonstrations, to
troubleshoot functional issues, and to learn more about EPM Cloud. It should not be
used in a customer environment or in any situation that requires access to modify the
operating system of the EPM Cloud environment.

Virtualization Environment
EPM Cloud VM is designed to work only in an Oracle VirtualBox environment. Do not
use it with other virtualization solutions.
EPM Cloud VM can also be deployed in Ravello, but only when deployed to US East 5
US Southwest 1, and Europe Central 3 locations.

Platform Requirements
The VM is designed to be used only on desktop or laptop computers on which Oracle
VM VirtualBox is supported. See Supported host operating systems in VirtualBox
documentation for a list of supported operating systems.

Running Multiple Instances of the Virtual Machine


You may run multiple instances of the VM on a computer if the computer supports the
minimum requirements for each VM instance of the VM. However, because all VM
instances are subject to the CPU and hard disk drive limitations of the computer, the
performance of VM instances in a multi-VM deployment may not be adequate. In such
cases, you can utilize Ravello or GSE environments.
To run multiple instances, you must change the MAC addresses of both network
adapters of the VM to enable VirtualBox to create a new IP address for the additional
environment when starting it.

1-1
Chapter 1

Number of Active Users


Results from testing the user load on typical laptop shows that the VM performs well
for a single user. Due to hardware limitations of most laptop and desktop computers,
performance is likely to be unacceptable if multiple users simultaneously access the
VM.

Who Should Use the VM


This VM is meant for internal use only. Do not share it with partners or with any one
outside Oracle.
Do not share the EPM Cloud VM in Ravello with anyone who is not an Oracle
employee.

1-2
2
Setting up the Virtual Machine
In this section:
Video Overview
Virtual Machine Host Hardware Requirements
Installing and Starting Oracle VirtualBox
Downloading and Extracting the Virtual Machine Appliance
Importing the Appliance and Specifying Settings
Creating Snapshots
Starting the Virtual Machine
Changing the Service Type of an Oracle Planning and Budgeting Cloud Environment
Connecting to an EPM Cloud Environment

Video Overview
Watch the following Oracle internal only video for an overview of the steps to deploy
the VM.

Overview of deployment steps


If you are deploying the VM for the first time, Oracle strongly encourages you to
carefully read the deployment steps.

Virtual Machine Host Hardware Requirements


• 8GB RAM minimum, 16GB RAM recommended
• 7,200 RPM HDD minimum, SSD recommended
• Dual core x86-64 processor Intel® Core™ i5 minimum
• 64-bit operating system such as Windows 7 Professional
• Hardware virtualization enabled in the host computer’s BIOS to support 64 bit
VMs.

2-1
Chapter 2
Installing and Starting Oracle VirtualBox

Note:

– For instructions to enable virtualization on Lenovo Thinkpad laptops,


see Enabling Virtualization Technology in Lenovo Systems.
– By default, virtualization is enabled on Dell laptops.

Note:
VirtualBox requires a physical host computer with virtualization enabled in its
BIOS.

Installing and Starting Oracle VirtualBox


Oracle Enterprise Performance Management Cloud VM is designed to work in an
Oracle VirtualBox environment.
To install and start Oracle VirtualBox:
1. From the host laptop, download the latest version of the VirtualBox platform
package and Extension Pack from https://www.virtualbox.org/wiki/Downloads. For example,
if you are using a Windows laptop or desktop, download the following:
• VirtualBox Platform packages for your host operating system
• VirtualBox Oracle VM VirtualBox Extension Pack
2. Install VirtualBox using the executable that you downloaded in the preceding step.
Complete the installation process choosing default values. Be sure to select Yes
on the Warning: Network Interface screen.
Installing OracleVirtualBox networking feature may temporarily disrupt your
network connection. If you are connected to Oracle network over VPN, you may
have to disconnect, and then reconnect VPN.
3. Start VirtualBox. On a Windows machine you click Start, then All Programs,
then Oracle VM VirtualBox, and then Oracle VM VirtualBox to start
Oracle VirtualBox.
4. In Oracle VM VirtualBox Manager, select File, and then Preferences.
a. Verify that the folder specified in Default Machine Folder on General exists in
the file system. You may change the Default Machine Folder as needed to
locate it on the local disk with the most space.

2-2
Chapter 2
Downloading and Extracting the Virtual Machine Appliance

b. Click Extensions and install the VirtualBox extensions that you downloaded
previously.

i. Click (Add Package).


ii. Browse and select the extension package that you downloaded
previously.
iii. Click Install.

iv. Review the license agreement, and then click I Agree.

v. Click OK when the install is complete.


c. Click OK.
d. Click Global Tools and then Host Network Manager and verify that
VirtualBox created a host-only network.
On some hosts (for example, Linux and MAC OS hosts), the install process
may not create a host-only network. To add a the host-only network, click
(Create).

Downloading and Extracting the Virtual Machine Appliance


You must be connected to Oracle network to access the SFTP site to download the
VM appliance.

2-3
Chapter 2
Importing the Appliance and Specifying Settings

Note:
You can run multiple appliances at the same time by changing the MAC
address of both network adapters on the new appliance so that VirtualBox
creates a distinct IP address for the new environment when it is started.
Users will use the new IP address in the URL that they use to access the
service.

To download the VM appliance:


1. Using an FTP client such as FileZilla or WinSCP (available from MyDesktop),
access the download site using the information available on the download
information web page.

2. Navigate to the VM location identified in the download information web page.


This location contains a directory for each update of the Oracle Enterprise
Performance Management Cloud VM. The VM appliance file (.ova) is split into
multiple sequentially numbered ZIP files (for example, EPMCS_VirtualBox.zip.001
through EPMCS_VirtualBox.zip.0xx). Download all the files in the directory.
3. Create a folder, for example, downloads, within the VirtualBox Default Machine
Folder on your local computer. See Step 4 in Installing and Starting Oracle
VirtualBox for information on identifying the default machine folder.
4. Copy the contents of the VM location to the downloads folder you created on the
local computer in the preceding step.
The download can take a considerable amount of time depending on your network
connection speed. Downloading the VM, while using a wired connection to the
network at an Oracle office, takes a few minutes.
5. Using a tool such as 7–Zip, extract the contents of downloads/
EPMCS_VirtualBox.zip.001 into the downloads folder. Extracting the contents of
EPMCS_VirtualBox.zip.001 extracts the contents of all zip files.

EPMCS_VirtualBox.ova is extracted into the download folder.

Importing the Appliance and Specifying Settings


1. Import the appliance into Oracle VirtualBox.
a. In Oracle VM VirtualBox Manager, select File and then Import Appliance.
b. In Appliance to Import, select EPMCS_VirtualBox.ova from the downloads folder,
and then click Next.

2-4
Chapter 2
Importing the Appliance and Specifying Settings

c. In Appliance Setting, select the Reinitialize the MAC address of all network
cards check box, and make other desired changes.

2-5
Chapter 2
Importing the Appliance and Specifying Settings

d. Click Import
The import process may take a few minutes (sometimes up to 10 minutes).
2. In Oracle VM VirtualBox Manager, click EPMCS_VirtualBox to display details.
Verify that the value of Operating System under General is reported as Oracle
(64–bit). If this is reported as 32–bit, verify that virualization is enabled for your
system.
3. Optional: Create a baseline snapshot. See Creating Snapshots.
4. Check appliance settings and correct invalid settings. In some cases, the VM will
not start unless you complete this step.
a. In Oracle VM VirtualBox Manager, select Machine and then Settings.
b. Verify that the network Adapter settings are accurate.
The VM enables two network adapters (a host-only adapter and a NAT
adapter).

Note:
If you switch the NAT adapter to a Bridged Adapter, when you
connect to the internet using a wireless adapter or another network
adapter on your computer, you should update the Bridged Adapter
setting to select the right network adapter for the connection before
starting the VM.

To change the Bridged Adapter settings (for example, to bridge with your
home wireless network adapter):
i. In Settings, click Network, and then Adapter 2.

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Chapter 2
Importing the Appliance and Specifying Settings

ii. If needed, modify the adapter settings to identify the ethernet adapter that
connects to the current (for example, home) network.

c. Correct any reported invalid setting. Hover the mouse over (Invalid icon)
for an explanation of the setting that is reported as invalid.
For example, the following issue may be reported if your host machine has
only 8 GB memory.

You can change the memory setting from the System tab by moving the Base
Memory slider to the green range.

Note:
If you are hosting the VM on a laptop with only 8GB memory, Oracle
recommends that you adhere to the VirtualBox suggestion of
allocating no more than 5015MB of memory to the VM. If you are
working with Oracle Enterprise Planning and Budgeting Cloud, the
VM performance may not be adequate at this memory level. Oracle
recommends that you use a laptop with 16GB RAM (of which 11GB
is allocated to the VM) if you are working with Oracle Enterprise
Planning and Budgeting Cloud or Oracle Financial Consolidation and
Close Cloud.

d. Click OK after correcting invalid settings.


5. Optional: If you have multiple VM appliances, change the MAC Address of both
adapters of each appliance.
6. Optional: Create a baseline snapshot. You can restore your appliance from this
snapshot if something goes awry after this stage.

2-7
Chapter 2
Creating Snapshots

Creating Snapshots
Create a VM snapshot after every major configuration step to restore the appliance if
something goes wrong.
1. In Oracle VM VirtualBox Manager, select EPMCS_VirtualBox and then select
Snapshots from Machine Tools.

2. Click (Snapshot).
3. Specify a snapshot name and then click OK.

Starting the Virtual Machine


You start the VM operating system and the Oracle Enterprise Performance
Management Cloud environment by starting the EPMCS_VirtualBox appliance.
To start the service environment:
1. In Oracle VM VirtualBox Manager, select EPMCS_VirtualBox.
2. Click Start.
Oracle Linux 5 VM operating system starts. Generally, you do not need to log into
this operating system. See Logging into the Virtual Machine Operating System.
The cloud service starts automatically after the VM operating system boots up.

Changing the Service Type of an Oracle Planning and


Budgeting Cloud Environment
You can now convert an Oracle Planning and Budgeting Cloud environment to an
Oracle Account Reconciliation Cloud, Oracle Profitability and Cost Management Cloud
or Oracle Enterprise Data Management Cloud environment.
The process detailed in this section deletes the existing application and all user
defined artifacts from the environment and resets the service type to Oracle Account
Reconciliation Cloud or Oracle Profitability and Cost Management Cloud. After
recreating the service, you can create a new application or import an application using
Migration or the EPM Automate Utility.
The environment is restored to the original Oracle Planning and Budgeting Cloud
service when you next recreate the environment.
The EPM Automate Utility installer for Windows and Linux/UNIX is available from the
service.
To download the utility:
1. Sign into an Oracle Enterprise Performance Management Cloud environment.
2. On the Home page, access Setting and Actions by clicking your user name.
3. Click Downloads.
4. Select the EPM Automate Utility installer for your operating system.
5. Save the installer to a local folder.

2-8
Chapter 2
Changing the Service Type of an Oracle Planning and Budgeting Cloud Environment

See Working with EPM Automate for Oracle Enterprise Performance Management
Cloud for detailed information on installing and using the EPM Automate Utility.

Note:
If you converted an Oracle Planning and Budgeting Cloud environment to
another service type, for example, to an Oracle Profitability and Cost
Management Cloud environment, you must recreate the service before you
can convert it again to another service type, for example, to Oracle Account
Reconciliation Cloud.
For example, to create an Oracle Profitability and Cost Management Cloud
application after working on an Oracle Account Reconciliation Cloud
application, you should complete these steps:
• Create a backup of the existing data and artifacts.
• Run the recreate EPM Automate Utility command to return the service to
the original Oracle Planning and Budgeting Cloud service
• Run the recreate command again with the TempServiceType=ARCS option to
change the service type to Oracle Account Reconciliation Cloud
• Create the Oracle Account Reconciliation Cloud application

Caution:
Using this command results in the loss of existing data and artifacts. If you
want to preserve existing data and artifacts, perform a complete backup of
the application before initiating this procedure.

To change the service type of an Oracle Planning and Budgeting Cloud environment:
1. Verify that the host computer is not connect to a network using VPN. VPN
prevents connection to the local IP address of the VM.
2. Open a command prompt window on the VM host computer.
3. Navigate to the bin folder, for example, C:\Oracle\EPM Automate\bin, where the
EPM Automate executable is installed.
4. Sign in to the environment using the following command:
epmautomate login epm_default_cloud_admin epmDem0s http://192.168.56.102:9000

Note:
Always use the IP address of the host-only adapter (192.168.56.102 or
whatever IP address is assigned to it) while using the EPM Automate
utility.

The utility responds with Login successful message.

2-9
Chapter 2
Connecting to an EPM Cloud Environment

5. Recreate the service using one of the following commands:


• To reset the current Oracle Planning and Budgeting Cloud environment to an
Oracle Account Reconciliation Cloud environment:
epmautomate recreate -f TempServiceType=ARCS

• To reset the current Oracle Planning and Budgeting Cloud environment to an


Oracle Profitability and Cost Management Cloud environment:
epmautomate recreate -f TempServiceType=PCMCS

• To reset the current Oracle Planning and Budgeting Cloud environment to an


Oracle Enterprise Data Management Cloud environment:
epmautomate recreate -f TempServiceType=EDMCS

• To reset the current Oracle Planning and Budgeting Cloud environment to an


Oracle Enterprise Performance Reporting Cloud environment:
epmautomate recreate -f TempServiceType=EPRCS

6. Sign out using the following command.


epmautomate logout

Connecting to an EPM Cloud Environment


The environment becomes available a few minutes after the VM starts. The time it
takes (up to five minutes) for the environment to be available depends on the
performance capabilities of the host computer.

Note:
If you are connected to Oracle VPN using AnyConnect, you cannot access
the IP address of the VM. Disconnect from VPN before accessing the service
URL. If you change the VirtualBox DHCP address range for the Bridged
Adapter, you must restart the host computer to ensure that changes take
effect.

To connect to a service environment running on the VM:


1. On the computer that hosts the VM, start a browser session and connect a service
URL:
• URL for Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning
and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle
Tax Reporting Cloud, and Oracle Strategic Workforce Planning Cloud:
http://192.168.56.102:9000/HyperionPlanning

• URL for Oracle Profitability and Cost Management Cloud, Oracle Enterprise
Data Management Cloud, and Oracle Enterprise Performance Reporting
Cloud:
http://192.168.56.102:9000/epm

• URL for Oracle Account Reconciliation Cloud:


http://192.168.56.102:9000/arm

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Chapter 2
Connecting to an EPM Cloud Environment

Note:
Generally, 192.168.56.102 is the default IP address of the Host-only
Adapter that VirtualBox configured. You cannot connect to this address
from outside the host, for example, from an external device such as an
iPad. If you are not able to connect using this IP address from your
browser, you can identify the IP address of the Host-only Adapter (eth0)
by executing the following command from an xterm in Oracle Linux 5 VM
operating system.
/sbin/ifconfig

See Logging into the Virtual Machine Operating System for more
information.
Be sure to keep track of the IP addresses of the VMs especially when
you run mutliple VMs on the same host.

Use one of the following URLs to connect to Oracle Smart View for Office
• URL for Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning
and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, and
Oracle Tax Reporting Cloud:
– http://192.168.56.102:9000/HyperionPlanning/SmartView (private
connection)
– http://192.168.56.102:9000/workspace/SmartViewProviders (shared
connection)
• URL for Oracle Profitability and Cost Management Cloud:
http://192.168.56.102:9000/aps/SmartView

2. Sign in using these credentials:


User Name: epm_default_cloud_admin
Password: epmDem0s (0 is a zero)

2-11
3
Operating Instructions
In this section:
Creating an Application
Using EPM Automate to Import Snapshots into the Application
Logging into the Virtual Machine Operating System
Shutting Down the Virtual Machine
Troubleshooting

Creating an Application
Use the following information sources to create an Oracle Enterprise Performance
Management Cloud application:
• To create an Oracle Planning and Budgeting Cloud application, see these
sources:
– Creating an Application in Administering Planning for Oracle Planning and
Budgeting Cloud
– Building a Planning Application in Using Oracle Planning and Budgeting Cloud
• To create an Oracle Enterprise Planning and Budgeting Cloud application, see
Setting Up Your Application in Administering Planning for Oracle Enterprise
Planning and Budgeting Cloud.
• To create an Oracle Financial Consolidation and Close Cloud application, see
Creating an Oracle Financial Consolidation and Close Cloud Application in
Administering Oracle Financial Consolidation and Close Cloud.
• To create an Oracle Profitability and Cost Management Cloud application, see
Creating and Migrating Oracle Profitability and Cost Management Cloud
Applications in Administering Oracle Profitability and Cost Management Cloud.
• To setup and configure Oracle Account Reconciliation Cloud, see Setting Up and
Configuring Oracle Account Reconciliation Cloud.
• To create an Oracle Enterprise Data Management Cloud application, see Working
with Applications in Administering and Working with Oracle Enterprise Data
Management Cloud.
• To create an Oracle Strategic Workforce Planning Cloud application, see Setting
Up Your Application in Administering and Working with Oracle Strategic Workforce
Planning Cloud.
• To create an Oracle Enterprise Performance Reporting Cloud application, see
Creating a Custom Application in Working with Applications, Models, and
Dimensions for Oracle Enterprise Performance Reporting Cloud.

3-1
Chapter 3
Using EPM Automate to Import Snapshots into the Application

Note:
You must start from a clean environment if you want to switch from one
application type to another. For example, to create a Consolidation
application after working on a Planning and Budgeting application you should
clean up the existing environment before creating the Oracle Enterprise
Planning and Budgeting Cloud application. See Troubleshooting for
information on recreating the service. You can also revert to a snapshot that
you created prior to creating an application in the service.

Using EPM Automate to Import Snapshots into the


Application
See Working with EPM Automate for Oracle Enterprise Performance Management
Cloud for detailed information on installing and using the EPM Automate Utility.
Generally, you run a sequence of commands to complete the following steps to upload
snapshots to the service and import them into an application using the EPM Automate
Utility.
• Sign in to the environment
• Upload file to the environment
• Import artifacts from the file that you uploaded to the environment
• Sign out
To upload a file and import it into the application using the EPM Automate Utility:
1. Open a command prompt window on the computer that hosts the VM.
2. Navigate to the bin folder, for example, C:\Oracle\EPM Automate\bin, where the
EPM Automate executable is installed.
3. Sign in to the environment using the following command.
epmautomate login epm_default_cloud_admin epmDem0s http://192.168.56.102:9000
The utility responds with Login successful.

Note:
Always use the IP address of the host-only adapter (192.168.56.102 or
whatever IP address is assigned to the first adapter) while using the
EPM Automate utility.

4. Upload a snapshot to using the following command:


epmautomate uploadfile SNAPSHOT_NAME.zip

Example: epmautomate uploadfile PBCS.zip


5. Import the uploaded snapshot into the application using the following command:
epmautomate importsnapshot SNAPSHOT_NAME.zip

Example: epmautomate importsnapshot PBCS.zip

3-2
Chapter 3
Logging into the Virtual Machine Operating System

6. Sign out of the service using the following command.


epmautomate logout

Logging into the Virtual Machine Operating System


The VM runs in Oracle Linux 5 operating system. The operating system log in screen
is displayed when you start the appliance.
Use the following credentials to access the operating system:
Username: oracle

Password: epmDem0s (0 is a zero)

Shutting Down the Virtual Machine

Note:
Do not power off the appliance by selecting Machine, then Close, and then
Power off the machine in VM VirtualBox Manager because this action
leaves the cloud service environment in an unknown state.

• If you are currently logged into the VM operating system, you must log out to
access the log in screen. To log out, long click (click and hold the left mouse
button) in the VM screen background, and then select Exit.
• To shut down the running VM in its current state, from the login screen, click Shut
Down. The EPMCS_VirtualBox appliance is powered off when the VM operating
system is shutdown. Unsaved application data may be lost.

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Chapter 3
Troubleshooting

Troubleshooting
Recreating the Service
If you are faced with data corruption, you can restore the service to a clean state using
the recreate EPM Automate command. This process deletes the Planning application
and all custom artifacts. After recreating the service, you must create an application.
Snapshots that you previously uploaded to the service are preserved. You can use
them to recreate artifacts.
To recreate the service:
1. Open a command prompt window on the VM host computer.
2. Navigate to the bin folder, for example, C:\Oracle\EPM Automate\bin, where the
EPM Automate executable is installed.
3. Sign in to the Oracle Enterprise Performance Management Cloud environment
using the following command.
epmautomate login epm_default_cloud_admin epmDem0s http://192.168.56.102:9000

The utility responds with Login successful message.

3-4
Chapter 3
Troubleshooting

Note:
Always use the IP address of the host-only adapter (192.168.56.102 or
whatever IP address is assigned to it) while using the EPM Automate
utility.

4. Recreate the service using this command:


epmautomate recreate -f

5. Sign out using the following command.


epmautomate logout

3-5

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