Oracle Fusion Applications Installation Workbook

Release 12 (11.12.x.0.0) | Part number E70513-04 | September, 2017

Completion Checklist
Complete each tab of this workbook as directed. Use the table below to track completion of each worksheet.
Worksheet (click each for direct link)
Environment
Provisioning
Topology
Network - Virtual Hosts
Network - Ports
Storage
Database
Identity Management
SSL and Certificates

Cell Color Reference

These cell colors are used throughout the workbook to help guide your input.
Cell Format
Fixed value

Sample value or instructions

Default value
cations Installation Workbook
umber E70513-04 | September, 2017

ook as directed. Use the table below to track completion of each worksheet.
Completed by:

hout the workbook to help guide your input.

Input instructions
No Action required - should not be changed
Input required
Input required - sample value or instructions provided
Input required - default value provided
Input required - applies only to highly-available environments
Environment Info
Name
Company Name
Environment Type (select from list)
FA Version
Install Type
Domain name
IDM Topology Type
FA Topology Type
Load Balancer/Reverse Proxy

Email Server
Setting
SMTP Server Host
SMTP Server Port
SMTP Server Security
SMTP Username

Web Proxy
Setting
Proxy Host
Proxy Port
Secure Proxy (Yes/No)
Proxy Exceptions
Proxy Username
 Value
e.g. My Company

e.g. Dev, QA, Prod

e.g. mycompany.com

Value

Value
Fusion Applications Offerings
Family Offering
CRM Marketing
Sales
Finance Financials
Procurement
Projects
HCM Workforce Deployment
Workforce Development
Compensation Management
SCM Product Management
Order Orchestration
Manufacturing and Supply Chain Material Management
Price Management
Value Chain Planning
Material, Management & Logistics
Supply Chain Financial Orchestration
Customer Data Hub
Enterprise Contracts
Fusion Accounting Hub
Incentive Compensation

Identity Management Products

Product Install?
OID Yes
OVD Yes
ODSM Yes
OAM Yes
OHS Yes
OAM WebGate Yes

Patches and Patch Bundles

Add extra lines as necessary
Use the Notes column for information like: patch location, ORACLE_HOME is must be applied to, manual post-patch steps, when
Patch Number Notes

Post-Install Tasks
Add extra lines as necessary
Product Family Post-Install task
All Product Families Applying Patches to the New Environment
All Product Families Upgrading LDAP Users for Single Sign-on
All Product Families Adding Privileges to IDStore and Policy Store Entities
All Product Families Updating the MDS Schema Database Statistics
All Product Families Setting Up Notifications
All Product Families Setting Up Global Search
All Product Families Setting Up Privacy Statement
All Product Families Configuring Oracle User Productivity Kit In-Application Support
All Product Families Reviewing and Configuring Diagnostic Logging Settings and Diagnostic Testing
All Product Families Configuring the Oracle HTTP Server with Custom Certificates
All Product Families Setting up Backup for Fusion Applications
All Product Families Setting up Oracle Enterprise Manager Cloud Control to Monitor and Manage
All Product Families Updating Identity Management HTTP Server Runtime Parameters
All Product Families Post-Provisioning Steps for Oracle Access Manager
All Product Families Configuring Oracle Identity Federation
All Product Families Configuring Identity Integration with Active Directory
All Product Families Setting Up LDAP Split Profile and Enable Active Directory Users in the Oracle
All Product Families Setting Up the Identity Management Node Manager for SSL
All Product Families Installing and Configuring Oracle Business Intelligence Applications
All Product Families Configuring Oracle Transactional Business Intelligence
All Product Families Setting Up Report Delivery Servers
All Product Families Configuring Oracle Data Integrator Studio
All Product Families Setting Up the Oracle Business Intelligence Administration Tool
All Product Families Performing Optional Language Installations
All Product Families Setting Up Segregation of Duties
All Product Families Configuring Presence Servers
All Product Families Configuring Audit Trails for Oracle Fusion Middleware
All Product Families Installing Print Servers
All Product Families Configuring Oracle HTTP Server for Privileged Port
All Product Families Scaling Identity Management
All Product Families Setting Up Server Migration for Identity Management
All Product Families Scaling Oracle Fusion Applications
All Product Families Setting Up Server Migration for Oracle Fusion Applications
CRM, Marketing only Installing and Configuring the Bounce Handling Daemon
CRM, Marketing only Setting Up SMS Marketing
CRM Setting Up Implicit Personalization Behavior
Financials & Setting Up the Financial Reporting Center
Accounting Hub
Financials Setting Up Oracle Document Capture and Oracle Forms Recognition
Financials Oracle Fusion Advanced Collections Dunning
Financials Enabling Encryption of Sensitive Payment Information
Financials Configuring Communication Channel to a Payment System
Financials Configuring Oracle B2B Inbound Flow to Receive Supplier Invoices in XML
Financials Setting Up Oracle B2B to Send Receivables Transactions in XML
Accounting Hub Integrating with Other Products
HCM Recommended Memory Requirement for HCM Workforce Reputation Manag
HCM Setting Up Oracle Fusion HCM Coexistence
HCM Creating and Updating an ISAM Vertex Database
Incentive Compensation Integrating Oracle Fusion Incentive Compensation with Geo Map Server
Projects Configuring Oracle Fusion Project Portfolio Management Integration with Pr
SCM Installing Oracle Enterprise Data Quality for Product Data Oracle DataLens Se
All Product Families Completing Common User Setup Tasks
 Install ? (enter Yes)

manual post-patch steps, when to apply, etc.

Doc Section Yes/ No Notes

15.2 Yes
15.3 Yes
15.4 Yes
15.5 Yes
15.6 Yes
16.1
16.2
16.3
16.4
16.5
16.6
16.7
16.8.1
16.8.2
16.8.3
16.8.4
16.8.5
16.8.6
16.9
16.1
16.11
16.12
16.13
16.14 Specify languages here
16.15
16.16
16.17
16.18
16.19
17.2
17.3
18.2
18.3
19.1
19.2
19.3

20.1
20.2
20.3
20.4
20.5
20.6
20.7
21.2
22.1
22.2
22.3
23.1
24.1
25.1
26.2 Yes
Topology (add more nodes as needed)
Include all servers that are part of the FA environment, including databases, identity management, and FA. Include also scale-o
Add extra lines as necessary
Node # Real Host Name Abstract Host Name
1
2
3
4
5
6
7
8
9
10

Component Assignment
The table below is suitable for the FA topologies "One host for all domains" and "One host per domain".
If you choose the topology "One host per application and middleware component" please modify the table accordingly
Node # Component HA/Scale-out Node #
FA DB
IDM DB
FA DW DB
IDM Directory
IDM Identity and Access
IDM WebTier
FA Common Domain
FA CRM Domain
FA Financials Domain
FA HCM Domain
FA IC Domain
FA Procurement Domain
FA Projects Domain
FA Supply Chain Domain
FA Business Intelligence Domain
FA WebTier
tity management, and FA. Include also scale-out/HA/RAC nodes

IP Address OS # of CPUs

One host per domain".

" please modify the table accordingly
RAM DMZ (Yes/No)
WebTier Virtual Host Mode
Component Mode (Name, Port or IP-based)
IDM WebTier Name-based
FA WebTier

FA WebTier Virtual Hosts - Point at the FA WebTier

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them bl
Component FA WebTier Internal Name Internal N Internal Port
Financial e.g. fin-int.mycompany.com DNS 10603
Projects e.g. prj-int.mycompany.com DNS 10605
Procurement e.g. prc-int.mycompany.com DNS 10607
Supplier Portal e.g. prc-supplierportal-int.mycompany.com DNS 10609
IC e.g. ic-int.mycompany.com DNS 10611
Common e.g. fs-int.mycompany.com DNS 10613
CRM e.g. crm-int.mycompany.com DNS 10615
SCM e.g. scm-int.mycompany.com DNS 10617
HCM e.g. hcm-int.mycompany.com DNS 10619
BI e.g. bi-int.mycompany.com DNS 10621

IDM WebTier Virtual Hosts - Point at the IDM WebTier

Component IDM WebTier Internal Name Internal N Internal Port
IDM Same as hostname; cannot be changed DNS 7777
IDM Admin Same as hostname; cannot be changed DNS 7777

HTTP LBR Endpoints - Point at the External LBR (only needed when using LBR)
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them bl
Component Internal Name Internal N Internal Port
Financial e.g. fin-internal.mycompany.com DNS 80
Projects e.g. prj-internal.mycompany.com DNS 80
Procurement e.g. prc-internal.mycompany.com DNS 80
Supplier Portal e.g. prc-supplierportal-internal.mycompany.co DNS 80
IC e.g. ic-internal.mycompany.com DNS 80
Common e.g. fs-internal.mycompany.com DNS 80
CRM e.g. crm-internal.mycompany.com DNS 80
SCM e.g. scm-internal.mycompany.com DNS 80
HCM e.g. hcm-internal.mycompany.com DNS 80
BI e.g. bi-internal.mycompany.com DNS 80
IDM e.g. idminternal.mycompany.com DNS 80
IDM Admin e.g. idmadmin.mycompany.com DNS 80

LDAP Endpoints - Point at the IDM Directory Tier (non-HA) or Internal LBR (HA)
Component Hostname Name ResoPort
OID Identity Store (OID)
UCM LBR Endpoint - Point at the Internal LBR (only needed for HA)
Component Hostname Name ResoPort
UCM e.g. commonucmlbr.mycompany.com 6300

AdminServer Virtual Hosts/VIPs - Point at each WebLogic Domain AdminServer (only needed for HA ex
Name
Certain components may not be installed depending on the FA Offerings selected.Resolutio
You may remove those lines or leave them bl
Component Virtual Hostname n Virtual IP
IDMDomain AdminServer e.g. idmadminvh.mycompany.com
FinancialDomain AdminServer e.g. finadminvh.mycompany.com
Projects AdminServer e.g. prjadminvh.mycompany.com
Procurement AdminServer e.g. prcadminvh.mycompany.com
ICDomain AdminServer e.g. icadminvh.mycompany.com
CommonDomain AdminServer e.g. commonadminvh.mycompany.com
CRMDomain AdminServer e.g. crmadminvh.mycompany.com
SCMDomain AdminServer e.g. scmadminvh.mycompany.com
HCMDomain AdminServer e.g. hcmadminvh.mycompany.com
BIDomain AdminServer e.g. biadminvh.mycompany.com

Managed Server Virtual Hosts/VIPs - Point at each Managed Server (only needed for HA and Server M
Certain components may not be installed depending on the FA Offerings selected.VH1You may remove those lines or leave them bl
Name
For additional N scale-out nodes, add "Virtual Host N" and "Virtual IP N" columnsResolutio
as appropriate
Component Virtual Hostname 1 n Virtual IP 1
FinancialDomain SOA Server e.g. finsoavh1.mycompany.com
Projects SOA Server e.g. prjsoavh1.mycompany.com
Procurement SOA Server e.g. prcsoavh1.mycompany.com
ICDomain SOA Server e.g. icsoavh1.mycompany.com
CommonDomain SOA Server e.g. commonsoavh1.mycompany.com
CRMDomain SOA Server e.g. crmsoavh1.mycompany.com
SCMDomain SOA Server e.g. scmsoavh1.mycompany.com
HCMDomain SOA Server e.g. hcmsoavh1.mycompany.com
BIDomain Server e.g. bivh1.mycompany.com
ose lines or leave them blank.
FA WebTier External Name External Name RExternal Port IP Endpoint
e.g. fin-ext.mycompany.com DNS 10604
e.g. prj-ext.mycompany.com DNS 10606
e.g. prc-ext.mycompany.com DNS 10608
e.g. prc-supplierportal-ext.mycompany.c DNS 10610
e.g. ic-ext.mycompany.com DNS 10612
e.g. fs-ext.mycompany.com DNS 10614
e.g. crm-ext.mycompany.com DNS 10616
e.g. scm-ext.mycompany.com DNS 10618
e.g. hcm-ext.mycompany.com DNS 10620
e.g. bi-ext.mycompany.com DNS 10622

IDM WebTier External Name External Name RExternal Port IP Endpoint

Same as hostname; cannot be changed DNS 7777

ose lines or leave them blank.

Internal IP Endpoint External Name RExternal Name External Port
DNS e.g. fin.mycompany. 443
DNS e.g. prj.mycompany. 443
DNS e.g. prc.mycompany 443
DNS e.g. prc-supplierpo 443
DNS e.g. ic.mycompany.c 443
DNS e.g. common.mycom 443
DNS e.g. crm.mycompany 443
DNS e.g. scm.mycompany 443
DNS e.g. hcm.mycompan 443
DNS e.g. bi.mycompany. 443
DNS e.g. sso.mycompany 443
DNS N/A N/A

SSL Port IP Endpoint

 IP Endpoint

only needed for HA except for IDMDomain, needed for all Enterprise topologies)
ose lines or leave them blank.

ed for HA and Server Migration, except for IDMDomain, needed for all Enterprise topologies)
ose lines or leave them blank.
VH2 Name
Virtual Hostname 2 Resolution Virtual IP 2
e.g. finsoavh2.mycompany.com DNS
e.g. prjsoavh2.mycompany.com DNS
e.g. prcsoavh2.mycompany.com DNS
e.g. icsoavh2.mycompany.com DNS
e.g. commonsoavh2.mycompany.com DNS
e.g. crmsoavh2.mycompany.com DNS
e.g. scmsoavh2.mycompany.com DNS
e.g. hcmsoavh2.mycompany.com DNS
e.g. bivh2.mycompany.com DNS
External IP Endpoint

N/A
Identity Management Port Numbers
Component Port number Second Port (Scale Out)
IDM Oracle HTTP Server 7777 7777
IDM Oracle HTTP Server SSL 4443 4443
IDMDomain AdminServer 7001 N/A
IDMDomain OAM 14100 14100
IDMDomain ODSM 7005 7005
IDMDomain OAM AAA Server Port 5575 5575
IDM Node Manager 5556 5556
OID 3060 3060
OID SSL 3131 3131

Fusion Applications Port Numbers

Component Port number
Fusion Applications Base 7000
FA Node Manager 5556
FA Oracle HTTP Server 10601
FA Oracle HTTP Server SSL 10602
Shared Storage
Storage
FA Shared
IDM Shared

Install Directories
Directory
IDM Provisioning Framework Location (IDMLCM_HOME)
FA Provisioning Framework Location (FAPROV_HOME)
FA Applications Base (APPLICATIONS_BASE)
FA Applications Configuration Location (APLICATIONS_CONFIG)
FA Local Applications Configuration Location (APPLICATIONS_LOCAL_CONFIG)
IDM Software Installation Location (IDM_BASE)
IDM Shared Configuration Location (IDM_CONFIG)
IDM Local Configuration Location (IDM_LOCAL_CONFIG)

Inventories
Component
IDM Provisioning Framework
FA Provisioning Framework
FA
IDM
FA DB
IDM DB
FA DW DB

Temporary Shared Storage

Storage Mount
Provisioning Repository Location (REPOSITORY_LOCATION)
Installers Directory Location
JAVA_HOME
Temporary Shared Location (for backups, etc.)
Mount Point OS User Owner OS Group Owner
e.g. /u01/app/ e.g. oracle e.g. orainstall
e.g. /u01/app/ e.g. oracle e.g. orainstall

Full Path
e.g. /u01/app/idmlcm
e.g. /u01/app/faprov
e.g. /u01/app/fa
e.g. /u01/app/fa/config
leave blank if not using Local Configuration
e.g. /u01/app/idm
e.g. /u01/app/idm/config
leave blank if not using Local Configuration

Inventory Path Inventory Type (Central/Local)

e.g. /u01/app/oraInventory_idmlcm
e.g. /u01/app/oraInventory_faprov
e.g. /u01/app/oraInventory_fa
e.g. /u01/app/oraInventory_idm
e.g. /u01/app/oraInventory_fadb
e.g. /u01/app/oraInventory_idmdb
e.g. /u01/app/oraInventory_dwdb

Full Path
e.g. /u01/app/repository
e.g. /u01/app/repository/installers
e.g. /u01/app/repository/jdk6
e.g. /u01/app/temp
NFS Parameters (Unix only)
e.g. rw,noacl,rsize=32768,wsize=32768
e.g. rw,noacl,rsize=32768,wsize=32768
FA Transactional Database
Setting
FA DB Type
FA DB Oracle Home (ORACLE_HOME)
FA DB Datafiles Location
FA DB Service Name
FA DB Instances
RCU APPLCP_FILE_DIR
RCU APPLLOG_DIR
RCU FUSIONAPPS_PROV_RECOVERY_DIR (OBIEE Backup Dir)
RCU OTBI_DBINSTALL_DUMP_DIR (OTBI Dump File Directory)
RCU FUSIONAPPS_DBINSTALL_DP_DIR (FA Dump File Directory)

IDM Database
Setting
IDM DB Type
IDM DB Oracle Home (ORACLE_HOME)
IDM DB Datafiles Location
IDM DB Service Name
IDM DB Instances
IDM DB Prefix

FA Data Warehouse Database (optional)

SETTING
FA DW DB Type (Single-node or RAC)
FA DW DB Oracle Home ($ORACLE_HOME)
FA DB Datafiles Location
FA DW DB Service Name
FA DW DB Instances
Value

e.g. /u01/app/fadb
e.g. /u01/app/fadb/oradata

Use host:port:sid format (e.g. fadbhost.mycompany.com:1521:fadb). List all instances

Value

e.g. /u01/app/idmdb
e.g. /u01/app/idmdb/oradata

Use host:port:sid format (e.g. idmdbhost.mycompany.com:1521:idmdb). List all instances

FA

VALUE

e.g. /u01/app/dwdb
e.g. /u01/app/dwdb/oradata

Use host:port:sid format (e.g. dwdbhost.mycompany.com:1521:dwdb). List all instances

LDAP
Property
Identity Store Realm DN
LDAP User DN
LDAP Group DN
FA JPS Root DN

IDM Provisioning Files

Property
IDM Properties File Location
IDM Keystore File Location

OAM
Property
Access Server Identifier
Second Access Server Identifier
OAM Transfer Mode
OAM Administrator User Name

Identity Store / Policy Store

Property
ID Store Type
ID Store Read-Write Username
ID Store Read-Only Username
IDM Policy Store Read-Write Username
IDM Policy Store Read-Only Username
FA Policy Store Read-Write Username
FA Policy Store Read-Only Username
IDM Super User Name
FA Super User Name
FA Node Manager Username
LDAP Password Expiration Interval (in number of days)
Value
dc=companyname,dc=com
cn=Users,dc=companyname,dc=com
cn=Groups,dc=companyname,dc=com
cn=FAPolicies

Value

Not Available

Value
wls_oam1
wls_oam2
Simple
OAMAdminUser

Value
OID
cn=IDRWUser
cn=IDROUser
cn=IDMPolicyROUser
cn=IDMPolicyRWUser
cn=PolicyROUser
cn=PolicyRWUser
cn=weblogic_idm
FAAdmin
admin
120
SSL Communication
Channel
FA / IDM --> Identity Store
LBR --> OHS SSL
OHS --> WLS SSL
End User --> External HTTP Endpoints
End User --> IDM Admin HTTP Endpoint

OHS Certificates (if not using LBR)

Setting
Location of certificate files

Yes
No
SSL-Enable at Install Time
Not Available
Not Available
Not Available
Yes
No

Value