Getting Started with Oracle DRM v11.1.2.3—Part 1

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August 13th, 2014


In the first part of this blog series, we’ll learn how to create a DRM application. In subsequent posts, we’ll configure this application with the intent of managing & loading metadata for Essbase.

Credits

I’d like to recognize Steve Davis, TopDown Consulting Principal Architect. Steve has mentored me in the ways of DRM and was also kind enough to review these blog posts prior to them going live, many thanks!

Environment Information

The environment used for this series is a Windows Server 2008 R2 Standard virtual machine running SQL Server 2008 R2. Essbase is version 11.1.2.2, and DRM is version 11.1.2.3.

The DRM Footprint

DRM is not currently part of the Oracle EPM System Installer, but rather has a stand-alone installer (setup.exe).

Getting Started with Oracle DRM v11.1.2.3

Once installed, you can locate the result of the installation by navigating to…

Start -> All Programs -> Oracle EPM System -> Data Relationship Management

The Configuration Console is the only client application and is used to start & stop the DRM service, create DRM applications, and to configure external security with Oracle Hyperion Shared Services. Although it is another password to remember, I would recommend using native internal DRM security because for external to work, DRM and Shared Services have to be on the same version. This can be a limiting factor because upgrading DRM is much easier than upgrading the rest of the Hyperion footprint, so you could be missing out on some enhanced functionality in a newer release of DRM. For example, in my environment, I am running Essbase version 11.1.2.2. I have since upgraded DRM to the latest version 11.1.2.3 because Javascript functionality has been added as a means of deriving properties.  This scripting option and has significant performance improvements over legacy DRM formulas. Derived properties are a large topic so we will discuss those in future posts.  Another option would be to have a separate instance of shared services dedicated to DRM installed on the DRM server.  This will give you the option to have DRM independent of the rest of the Hyperion stack, and still having single sign on functionality.

The Migration Utility and Web Client are both web-based applications. The Migration Utility is used to load and extract metadata to and from DRM applications. In the next section, we’ll use the Migration Utility to load some properties for Essbase. The Web Client is the primary interface for all DRM-related objects including imports, exports, properties, queries, action scripts, etc. This is where we’ll be spending most of our time.

The Configuration Console

To begin, open the Configuration Console, we are going to create a new application.

If the DRM service is not already running, click Start Service.

Getting Started with Oracle DRM v11.1.2.3

To create a new application, click Add.

Getting Started with Oracle DRM v11.1.2.3

A default name will appear in the application field, “APHRODITE-1” in this case. It follows the convention of <servername>-<application sequence>. For example, if I kept this default name and then created another application it would be populated with “APHRODITE-2”.

Getting Started with Oracle DRM v11.1.2.3

First, give your application a name. I chose “Sample” because I am going to reverse engineer the Sample.Basic database that comes packaged with Essbase.

Click Save Configuration to save the application name to the DRM configuration file.

Getting Started with Oracle DRM v11.1.2.3

Now we need to create the relational repository for this new application.

Click on the Repository Wizard button.

Getting Started with Oracle DRM v11.1.2.3

The option to Create a new repository should be selected by default; click Next.

If you do not have access to your database, use the option to Generate SQL scripts and then send the resulting code to your DBA.

005 - create new repository_1

Select the Database Provider. I have SQL Server running on this machine, Oracle is also supported. Please see the Oracle Supported Platform Matrix for all compatible versions.

I’ve left the Service Connection field blank as SQL Server is running locally on this machine. If your instance of SQL is running on a remote server, enter the appropriate connection string into this field.

Enter the User ID and Password for a SQL account with enough permission to create a new database.

You can click Test Connection to make sure your service connection, User ID, and Password are all entered correctly.

Click Next.

Getting Started with Oracle DRM v11.1.2.3

The User Id was already populated with “DRM_DB”, but I chose the password.  This is the schema owner in the database, so if you have multiple applications, you will need to make these unique.  If there is already another DRM_DB, you will need to change this to something else.

For the database name, I’ve been following the naming convention for DRM applications of “EPM_DRM_<name of app>”.  This database does not currently exist; the repository wizard will create it.

The paths in the data file and log file sections were wrong for my machine by default so I had to update those (this will depend on how your MS SQL server was set up).  Verify the path exists prior to moving forward because if it does not, the process will error out and you will have to start over.

Click Next.

007 - DB Name & Change Path_1

The user name will be populated by default with “ADMIN”, leave that as is.

Chose a password for the admin user and make sure not to misplace it. The admin user will be used to create accounts for the other users.

Click Next.

Getting Started with Oracle DRM v11.1.2.3

This screen is confirming the settings you’ve entered.

If everything is correct, click Next to execute the repository creation.

Getting Started with Oracle DRM v11.1.2.3

This screen is displaying the results of the repository creation. You can see that this process finished successfully. However, the first time I ran this the paths for the SQL Server log files did not exist so the process returned an error and I had to start over.

Click Next.

Getting Started with Oracle DRM v11.1.2.3

If you wish, you can save the log of the repository creation, or just click Finish.

011 - finish_1

Now we’re back to the home screen of the Configuration Console.

You can see that the database information including the Database Provider, User Id, and Password have been populated for us.

Click on Test Connection to verify all settings.

Getting Started with Oracle DRM v11.1.2.3

Everything looks good so we can Save Configuration.

Getting Started with Oracle DRM v11.1.2.3

Now we’re going to verify the application by starting it and then logging in through the Web Client.

Right-click on your newly created application and then click Start Application.

Getting Started with Oracle DRM v11.1.2.3

The application icon should change from…

sample

Finally, open the Web Client as our final confirmation of the application.

If you don’t have the bookmark saved, you can open through the Start menu.

Internet Explorer is supported, but we’ve found Google Chrome to be more responsive.

Enter “admin” for the User Name, the Password you chose for this root user, and make sure to select your new Application from the drop down.

Click Log On.

Getting Started with Oracle DRM v11.1.2.3

The application has started normally and opened to the Browse section of the Web Client.

In the next post, we are going to use the Migration Utility to build some properties for managing our Essbase member settings.

018 - open app_1


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About TopDown Team

The TopDown Team includes members of TopDown Consulting who want to let the community know about webcasts, conferences, and other events. The team also conducts interviews on various EPM industry topics.

5 comments on “Getting Started with Oracle DRM v11.1.2.3—Part 1”

  1. Dilan Smead says:

    Jordan,

    This is a very great application stand up. You may want to make a note of the common error of the initial installation. See the oracle article id below:
    DRM Error: “HTTP Error 500.19 – Internal Server Error” During Installation (Doc ID 1369460.1)

  2. jeff says:

    nice for doc….

  3. jeff says:

    Good artical. can you post how to export metadata from DRM to planning application.

    1. Hi Jeff,

      All the steps in these posts are relevant for publish to any downstream system. Planning has some additional properties that Native Essbase does not have, and requires different property values for some properties; for example, Essbase wants an “S” for Data Storage, whereas Planning wants “store”.

      In terms of integrations, the OutlineLoad Utility can access relational data starting in 11.1.2.3.500 (I think), Oracle Data Integrator 11G is another option and comes with pre-built knowledge modules for this purpose.

      Thanks,
      Jordan

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