EPM Installation Guide en

BusinessObjects™ XI R2 11.
20
EPM Performance Suite
Profitability Installation Guide
BusinessObjects XI R2 11.20
Windows
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Copyright Copyright © 2007 Business Objects. All rights reserved.
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partial listing of third-party contributors that have requested or permitted acknowledgments, as well as
required notices, can be found at: http://www.businessobjects.com/thirdparty
Contents
Chapter 1 Introduction ..........................................................................................................5
1.1 Introducing EPM Profitability ..........................................................................6
1.2 What is EPM Profitability?..............................................................................6
1.2.1 Purpose of this document ....................................................................6
1.2.2 Document Audience.............................................................................6
Chapter 2 System Architecture .............................................................................................7
2.1 EPM Architecture...........................................................................................8
2.2 Integration considerations..............................................................................8
2.2.1 Database Platforms .............................................................................8
2.2.2 Operating Systems ..............................................................................8
2.2.3 Supported Networks ............................................................................9
2.3 System Components .....................................................................................9
2.3.1 Database Server..................................................................................9
2.3.2 Primary Server.....................................................................................9
2.3.3 Model Servers .....................................................................................9
2.3.4 Web Servers........................................................................................9
2.3.5 Client applications..............................................................................10
2.3.6 Web Client and Book Viewer..............................................................10
2.3.7 Utilities...............................................................................................10
Chapter 3 Preparation.........................................................................................................13
3.1 Before you start ...........................................................................................14
3.2 EPM Suite Requirements.............................................................................14
3.2.1 Minimum specifications......................................................................14
3.2.2 Settings that can impact EPM ............................................................14
3.3 Pre-Requisites.............................................................................................15
3.3.1 Model Server Pre-Requisites .............................................................15
3.3.2 Client and Web Server Pre-Requisites ...............................................16
3.3.3 Database Server Settings ..................................................................16
3.4 Topology .....................................................................................................16
3.4.1 Resource Considerations...................................................................16
3.4.2 Three-Tier Architecture ......................................................................17
3.4.3 Stand-Alone Setup.............................................................................17
3.4.4 Remote Connection Software ............................................................18
3.4.5 Account Information and Connectivity ................................................18
3.4.6 Database Maintenance Plans ............................................................20
3.5 Licensing in EPM.........................................................................................20
3.6 Defining a roll-back position .........................................................................20
3.7 Staff Involvement.........................................................................................20
3.7.1 Database Administrator......................................................................21
3.7.2 IT Staff...............................................................................................21
3.7.3 Project Sponsor .................................................................................21
3.7.4 EPM Administrator.............................................................................21
3.8 Pre-Installation Checklist .............................................................................21
Chapter 4 EPM Installation .................................................................................................23
4.1 Initial Steps..................................................................................................24
4.2 Installation Type ..........................................................................................24
4.2.1 New installation .................................................................................24
4.2.2 Upgrade ............................................................................................25
4.2.3 Expansion..........................................................................................25
BusinessObjects Profitability Installation Guide 1

Contents
4.3 Order of installation......................................................................................26
4.4 Database Server application installation.......................................................27
4.5 Database Schema installation......................................................................27
4.6 EPM Model Server Installation Process .......................................................27
4.6.1 Beginning installation .........................................................................27
4.6.2 Pre-Requisites Check ........................................................................27
4.6.3 EPM Welcome Screen.......................................................................28
4.6.4 Language Selection ...........................................................................28
4.6.5 Registration Information.....................................................................29
4.6.6 Component Selection.........................................................................30
4.6.7 Installation Destination Directory ........................................................31
4.6.8 Communication Transport Mechanism Selection................................32
4.6.9 Start Installation.................................................................................33
4.6.10Choose Default Language .................................................................34
4.6.11Installation Complete .........................................................................34
4.6.12EPM Book Viewer Installation ............................................................34
4.7 Web Server installation................................................................................35
4.7.1 Pre-Requisites Check ........................................................................35
4.7.2 Language Selection ...........................................................................35
4.7.3 Registration Information.....................................................................35
4.7.4 Component Selection.........................................................................35
4.7.5 Installation Destination Directory ........................................................36
4.7.7 Web Server Type Selection................................................................36
4.7.8 ASP File Location ..............................................................................37
4.7.9 Start Installation.................................................................................37
4.7.10Choose Default Language .................................................................38
4.7.11Installation Complete .........................................................................38
Chapter 5 EPM Configure ...................................................................................................39
5.1 About Configuration.....................................................................................40
5.2 EPM Configuration Options..........................................................................40
5.3 EPM Server Installation Type.......................................................................42
5.3.1 DCOM Configuration..........................................................................44
5.4 Work Manager Installation Type...................................................................48
5.4.1 Workflow DCOM Configuration ..........................................................48
5.5 Work Manager Client Configuration .............................................................49
5.6 EPM Server Configuration ...........................................................................50
5.6.1 Database Connectivity .......................................................................51
5.6.2 Advanced IP Filtering.........................................................................55
5.6.3 EPM Model Directory Selection..........................................................58
5.6.4 License Key Configuration .................................................................59
5.6.5 Database Auditing Selection ..............................................................60
5.6.6 Server Component Registration .........................................................61
5.7 Work Manager Server Options.....................................................................63
5.8 EPM Single Sign On (SSO) .........................................................................63
5.8.1 Linking BusinessObjects Enterprise to EPM.......................................65
5.9 EPM Client Configuration.............................................................................66
5.9.1 EPM Client Setup ..............................................................................67
5.9.2 EPM Work Manager Client configuration............................................68
5.9.3 EPM Server Test Connection.............................................................68
5.10EPM Log Files Location...............................................................................69
5.11Web Server Configuration............................................................................69
5.11.1IIS Web Server Configuration.............................................................70
5.11.2IIS EPM Web Proxy Service Configuration.........................................72
5.11.3EPM Web Server Configuration .........................................................76
5.11.4Post Installation: IIS Configuration .....................................................77
5.12Report Manager Server Configuration..........................................................82
5.12.1Report Service Configuration .............................................................82
5.13Finish Screen ..............................................................................................83
5.14EPM Book Viewer Configuration ..................................................................83
2 BusinessObjects Profitability Installation Guide

Contents
Chapter 6 DCOM and Firewall Settings with EPM ...............................................................87
6.1 Client Server Communication ......................................................................88
6.2 Configuring EPM servers and clients to communicate without DCOM ..........88
6.2.1 Server Configuration for Windows 2003 .............................................89
6.3 Channeling all DCOM communications through a single port .......................92
6.3.1 Client configuration for Windows 2000 ...............................................92
6.3.2 Server configuration for Windows 2000 ..............................................93
6.4 Firewall Configuration for EPM.....................................................................95
6.5 Limiting DCOM Dynamic Ports to 5000-5200 ...............................................96
Chapter 7 Checking the Installation.....................................................................................99
7.1 Basic Checking..........................................................................................100
Chapter 8 Removing the Software ....................................................................................103
8.1 Use Remove Programs..............................................................................104
Chapter 9 Tips for a Smooth Installation............................................................................107
9.1 Preparation................................................................................................108
9.2 General Tips..............................................................................................108
9.3 System Administration ...............................................................................108
9.4 Networking Advice.....................................................................................108
9.5 Web Client Deployment .............................................................................109
9.5.1 Web Download ................................................................................109
9.5.2 Web Client Installer Program ...........................................................110
Chapter 10 Troubleshooting................................................................................................113
10.1EPM System Information ...........................................................................114
10.2EPM Error Messages.................................................................................114
10.2.1Incorrect EPM Support Version........................................................115
10.2.2RPC server is unavailable................................................................115
10.2.3Class Not Registered .......................................................................115
10.2.4File Name doesn’t start with %PDF ..................................................116
10.2.5COM Surrogate Errors .....................................................................116
10.2.6Connection Problems.......................................................................116
10.2.7Web Client Access Problems ...........................................................117
10.2.8Multiple User Web Connection Problems .........................................117
Appendix A Business Objects Information Resources..........................................................119
A1. Documentation and information services....................................................119
A2. Documentation ..........................................................................................119
A3. Customer support, consulting and training .................................................120
A4. Useful addresses at a glance.....................................................................122
Index.........................................................................................................................................123

Contents

Introduction
1| Introduction
Introducing EPM
1.1 Introducing EPM Profitability

This document describes the installation and configuration process for the Enterprise Performance
Management Profitability Suite. The introductory section is intended to give you an overview of this
manual. An overview of the EPM system and configuration issues is explored in more detail in the
following sections. We strongly recommend that you read through the follwing sections before you start
to install your EPM Suite.
• What is EPM Profitability?
• Purpose of this document
• Document Audience
1.2 What is EPM Profitability?

EPM Profitability is suite of applications designed to allow financial analysts, reporters and end users to
create financial models of their organization, and to analyze the data in a flexible and responsive
manner.
The main application in the suite is a 32-bit Windows application called Performance Optimization.
This has an extensive feature set that can be licensed in two other forms to support specific tasks.
These use a reduced feature set to support the applications Activity Analysis and IT Sevices Costing.
Ancillary programs work in conjunction with these applications to provide means for data input (Data
Bridge), automated reporting (Report Manager) and workflow design (Work Manager).
The main applications are based upon a ROLAP concept (Relational Online Analytical Processing), and
uses a Relational Database as the primary storage mechanism for raw data. A Model (or Application)
Server is connected to the database, which extracts and calculates data on demand.
Remote (Web browser) or directly-linked (Book Viewer) clients can be configured to attach to the Model
Server, and can view data via “books” that are “published” for public consumption. All access is
governed by configurable security settings within the Performance Optimization application.
1.2.1 Purpose of this document

The objective of this manual is to explain in detail how to install, re-install, configure and re-configure
EPM Profitability. It explains the preparatory steps for consideration before installing, and the step-by
step procedure for installation. We also describe configuration options and their implications, and relate
the tasks you may be required to perform after installation has been completed.
Administration tasks both during installation and beyond are outlined, and throughout the document we
have included troubleshooting advice at the relevant points of the installation and configuration
processes.
General troubleshooting information is provided at the end of the document for reference, as well as
details of how to contact the Business Objects Helpdesk, listing the kinds of information you may be
requested to provide, and where you can find it.
1.2.2 Document Audience

There are several areas of your business that should take an active interest in the content of this
document. These are as follows:-
IT Staff : the person(s) designated as responsible for performing (or assisting in) the installation of the
EPM Profitability Suite.
Database Administrator : the person(s) designated as responsible for creating and maintaining EPM
databases within your organization.
EPM Administrator : the person designated as responsible for managing the EPM models and security
settings.

System Architecture
2| System Architecture
EPM Architecture
2.1 EPM Architecture

The system architecture of EPM Profitability Suite is denoted in the diagram below. This also represents
the general order (read from left-to-right) in which EPM components should be installed.
2.2 Integration considerations

EPM is designed to run on the platforms designated in the EPM Suite System Requirements
document, which gives the latest compatibility listings for operating systems, database platforms, and
service packs.
2.2.1 Database Platforms

EPM is designed to store its raw data in either of the two leading RDBMS platforms: a Microsoft SQL
Server database, or an Oracle Tablespace. We recommend that these platforms be hosted on a
dedicated database server to ensure optimal performance.
For information concerning database platform version and patch compatibility you should refer to the
EPM Suite System Requirements document.
2.2.2 Operating Systems

Microsoft Windows server platforms are the most compatible platforms upon which to run EPM.
However, Windows is not the only operating system that EPM can run on. If you intend to use any other
operating system you should consult your Business Objects representative for more information about
compatibility.
For information concerning Windows operating system version compatibility you should refer to the EPM
Suite System Requirements document.

System Architecture
System Components |2
2.2.3 Supported Networks
Networks that support the TCP/IP protocol are usually suitable for supporting EPM traffic. Most common
network solutions are therefore supported. We do not support Novell Netware environments, however.
If you are in any doubt about the suitability or potential performance of your network you should consult
your Business Objects representative to determine suitability before proceeding with an installation.
For more information about using EPM with remote access platforms such as Terminal Server or Citrix,
see section Remote Connection Software 3.4.4.
2.3 System Components

The following section outlines the functions of each of the components within the EPM Suite and where
necessary highlights points to note regarding the specific component.
2.3.1 Database Server

The backend Database Server (Oracle or Microsoft SQL Server) handles the storage and retrieval of
base data which is fed through to the EPM Model Servers for consolidation or calculation.
2.3.2 Primary Server

The EPM Server handles login requests and licensing from users for a particular database system and
monitors the status of the user’s session. This is denoted as the Primary EPM Server in EPM Configure.
Only one such server may exist on an EPM system although a new EPM Server may replace an existing
one (for example due to a machine failure) using the ‘Registered Components’ screen within EPM
Configure. An error message appears if two Primary EPM Servers are registered on the same system,
preventing you from completing the configuration.
2.3.3 Model Servers

The Model Server stores and calculates models created in EPM. Multiple Model services may exist on
the same system, allowing a greater degree of load balancing. Where several large models exist on the
same database, each can be placed on a different machine for greater access to machine resources.
The Primary EPM Server is often also a model server, responsible for the co-ordination of accounts as
well as hosting the model services. It is not unusual to see all three main EPM services running on this
machine (EPMSERVER, EPMMAIN, and EPMMODEL(s)).
A Secondary Model Server will only be running the EPMMAIN coordinating service, and any
EPMMODEL services required to calculate any open models.
2.3.4 Web Servers

The Web Service will use Microsoft’s Internet Information Server (IIS). Business Objects provides an
alternative in the form of a proprietary EPM Web Server, which is offered for testing and demonstration
purposes only.
The web server allows users access over the Internet or an intranet, to view Books and to generate
reports that have been built in Model or Book Builder.

System Components
There are several additional Web Service options that are available where IIS is the base Web Server.
Secure Sockets Layer (SSL) technology (https:) may be used to view Books securely over the web
provided a valid certificate has been obtained from a certificate authority. This supports 128-bit
encryption of communication between the Web Service and Web Browser thereby reducing the risk of
sensitive information being obtained by attackers.
The Web Service used by EPM may be placed within a protective demilitarized zone (DMZ), thereby
preventing direct communication between web clients and the application server for increased security.
These options are discussed in more detail in the Web Service Configuration section.
2.3.5 Client applications

The client applications enable the building of models to be used by all components in EPM.
The Model Builder application allows full access to model building tasks including
• Structure definition
• Driver assignments
• Layout building
• Book building
The Book Builder application allows more restricted access to models and is designed specifically for
book and layout building with no access to more advanced model building tasks. Both types of client can
also be used to input data.
Book Viewer is a simple application used to view and interact with books where the use of Internet
Explorer and ActiveX controls is not desirable.
2.3.6 Web Client and Book Viewer

The Web Client allows a user to access EPM Books viewable as web pages, which can display data
input layouts, calculated values or reports. Users who access books this way, have a more restricted
access to the EPM application in that they are unable to edit the model structure in any way and may
only alter or view data where an administrator has granted specific security access.
Book Viewer is a simple application used to view and interact with books where the use of Internet
Explorer and ActiveX controls is not desirable.
2.3.7 Utilities
2.3.7.1 Report Manager Server
The Report Manager Server is a service that manages Report Manager tasks. When a reporting task is
initiated the service renders the EPM book(s) that forms the basis of the report and sends that data to
the designated printer as a print job or Adobe PDF document.
2.3.7.2 Report Manager Client

Report Manager offers the ability to produce hard-copy or soft-copy reports. This can be a single
operation initiated by a user, or a repeated task scheduled to run at specific times. Whilst the primary
purpose is producing hard-copies of EPM books it can also be used to pre-calculate consolidations
required for frequently-used views.

System Architecture
System Components |2
2.3.7.3 Work Manager Server
The Work Manager server is a service that controls the management of Work Manager process
instances. When a process instance is initiated the server monitors that instance, initiating any actions
defined within the process as the users move from state to state.
2.3.7.4 Work Manager Client

Work Manager client facilitates Business Process Mapping (i.e. producing flow diagrams of processes
used within your business). Control of the process is automated so that when certain points are reached
events are triggered, such as notifying users about changes, or providing links to specific EPM books. In
this way users of the processes are directed to perform particular tasks such as completing timesheets,
for example, and administrators can monitor the status of each user as they progress around the
process. Work Manager can inform management of tasks that have not been completed within an
allotted timeframe, and can take appropriate actions automatically.
2.3.7.5 Data Bridge Client

The Data Bridge utility allows users to transform and load source data files into EPM models. Both data
and metadata can be loaded from any number of source files simultaneously. Source files can be in any
common text data format such as comma-separated values, or delimited text. Data Bridge can also be
configured to recognize custom data formats.

System Components

Preparation
3| Preparation
Before you start
3.1 Before you start

Before installing EPM suite it is advisable to consider the size and complexity of the model(s) to
be built and the level of performance required from each. Suggested system requirements and
points to note are outlined below.
The first step in any preparation for installation, whether it be a new installation, an upgrade,
expansion or patch, is to read the Release Notes that come with the software. These are in
Adobe Acrobat Portable Document (PDF) format, and are located in the root directory of the
Installation CD supplied by Business Objects. The Release Notes supply the latest information.
3.2 EPM Suite Requirements

3.2.1 Minimum specifications
The minimum specification for hardware that will run the EPM Suite is discussed in detail in the
document EPM Suite System Requirements that is supplied with your installation CD.
It should be noted that the concept of a minimum level of hardware is the absolute minimum
required for the software to operate, and should not be used as a guide as to the level of
hardware required for EPM to operate efficiently.
When considering what level of hardware you may need to run EPM you should also consider
the future expansion requirements of your system, and the possible number and size of models
that may be required to be run. Also consider that the simultaneity of operations (e.g. running
two models at the same time) will affect the efficiency of your servers. We recommend that you
contact Business Objects, and we will provide you with documentation to assist you in
determining the best hardware for your purposes, both now and in the future.
3.2.2 Settings that can impact EPM

In this section we discuss some of the pre-existing software and settings that may affect the
operation of EPM, and which should be considered before installation.
3.2.2.1 Database settings

Whichever relational database you use, it should be installed with settings that relate to the
correct type of database that you are using. Check that any existing database system is set up
for OLAP-type (analytical) databases rather than an OLTP (transactional) type. Transactional
databases expect small but frequent amounts of data, and settings will be defaulted to favour
such transactions. EPM performs mainly OLAP-type transactions that are infrequent and
transfer potentially large amounts of data.
3.2.2.2 Other Software

Other running software can affect the operation of EPM. In particular Anti-Virus software has
the potential to perform a scan on any newly-created files. As EPM often creates temporary
results files to store calculated data in memory-mapped files Anti-Virus software must be
configured to ignore EPM directories, or should be removed entirely (depending upon the
policies of your organization).
For Microsoft operating system we also recommend that the Automatic Updates feature be
turned off on the EPM servers. Installing updates has the potential to overwrite files that are
essential to EPM without them having been tested for compatibility first.

Preparation
Pre-Requisites |3
3.3 Pre-Requisites
The installation process for EPM software initially installs some pre-requisite software that it is
dependent upon for functions such as rules, book scripting, querying the database, rendering
XML data, and producing static reports. After these have been installed you may be asked to
restart. If they already exist EPM installation will start without delay..
Please check the EPM Suite System Requirements document to determine compatible
versions.
3.3.1 Model Server Pre-Requisites

3.3.1.1 MS Scripting Engine
One of the major features of the EPM Books is the ability to supplement the in-built functions of
the existing controls using custom script. Supported scripting languages are VBScript and
JavaScript (Microsoft’s Jscript 3.0 implementation specifically).
The installer for this feature, and more information about it, can be found on the Microsoft web
site.
3.3.1.2 Data Access Components

The Data Access Components (MDAC or ODAC) are the vital link between the EPM Model
Server and whichever relational database server you have chosen to use as your storage
mechanism. It is important that the data access components be matched to the correct version
of the underlying database.
The installer for Microsoft’s Data Access Components, and more information about them, can
be found on the Microsoft web site.
The installer for Oracle’s Data Access Components, and more information about them, can be
found on the Oracle web site.
3.3.1.3 Oracle Client Software

If you are using an Oracle database server then you will need to install the latest compatible
Oracle Client software onto each of the model servers that will connect to the database.
3.3.1.4 MS XML Parser

In order to render EPM Books, to import XML data, and to prepare data for storage in XML
format (via the Export feature) it is necessary to have Microsoft’s XML Parser installed.
The XML Parser may already be installed on many of the potential server and clients in your
organization, as it comes bundled with later Microsoft operating systems and data access
components. You can use this link to check versions of the XML Parser and to determine
whether your server or client machine may already have this pre-requisite.
3.3.1.5 MS Installer
EPM uses the Microsoft Windows Installer (MSI) component to allow customizable installation
of the EPM product. Prior to the advent of the Windows 2003 platform the installer component
was not included as part of the operating system, and therefore it may be necessary to
upgrade earlier operating systems to include this component in order to successfully install and
deploy EPM.
See the Microsoft web site for more information about this product.

3| Preparation
Topology
3.3.2 Client and Web Server Pre-Requisites

3.3.2.1 Adobe Acrobat Reader
In order to produce static versions of EPM Books (as reports, for example) it is necessary to
have Adobe’s Acrobat Reader® installed. This product is supplied on your EPM Installation
CD.
3.3.2.2 MS Installer
See Section 3.3.1.5 for information about the Microsoft Installer program.
3.3.2.3 Visual Basic Scripting Engine

The VBScript components is required on client and web server machines in order to process
client-side scripts that may be present in EPM books. See section 3.3.1.1 above for more
details on this component.
3.3.2.4 XML Parser

The XML Parser is required to enable the EPM Book Viewer application to translate EPM
Books. For more details on this component see section 3.3.1.4 above. Web clients do not
require this pre-requisite, however, it is recommended that it be installed on those clients who
have the option to use Book Viewer instead of a web client.
3.3.3 Database Server Settings

To ensure data consistency the database server should be set up with Unicode character
encoding (UTF-8 or equivalents).
We recommend that database be installed with OLAP-type settings rather than OLTP
(transactional) settings, as these may affect performance for larger models.
Any client machines connecting to an Oracle TableSpace and accessing EPM via a Win32
interface (such as Model Builder, Book Builder or Book Viewer) will also require compatible
Oracle Client software to be installed on the EPM Model Server(s).
3.4 Topology
EPM has been designed as a three-tier application and the best performance is achieved when
the optimum system architecture is utilized (see diagram in Section 2 System Architecture).
3.4.1 Resource Considerations

Basic hardware suggestions and justification of these suggestions are outlined below for each
type of server to aid in your choice of topology.
• Database Server
The Database Server requires a large amount of disk space and memory to accommodate the
volumes of data stored for each model. Significant amounts of processing also occur when
importing model structures and data. The database server engine, either Oracle or Microsoft
SQL Server also requires large amounts of memory to run optimally (for further information,
please refer to the EPM Database User Guides for Oracle or Microsoft SQL Server as
appropriate).
• EPM Server
The EPM Server processes the login requests of users in the EPM system and monitors the
status of the services utilized. This does not require huge amounts of processing power,
memory or disk space and so may, if required, be installed alongside a Model Server without

Preparation
Topology |3
too much significant impact. It is important to note that only one EPM Server may be configured
within EPM.
• Model Server
The Model Servers for EPM need fast and reasonably-sized disks, fast processors and large
memory for optimal performance.
Disks are important as calculated model information is stored on the machine and is referenced
whenever a change is made in the model so disk access speed and space here can improve
performance. A large amount of memory is required to allow calculated results to be cached so
allowing the faster retrieval of calculated data when required. Fast processors will better handle
large numbers of requests from users which, when they cause the changes in either model
structure or values trigger the recalculation of the models.
Several Model Servers can be installed on the same EPM system, to support balanced
processing of several models.
Large EPM models can also be partitioned across EPM Model Servers to dedicate processing
resources to portions of a model. For more information on portioning a model see the
document EPM Model Partitioning.
• Web Server
For optimal performance Web Servers are best hosted on powerful multiple processor
machines. Although not requiring as much memory as Model Servers, more memory will allow
frequently used results to be cached so speeding up their retrieval.
3.4.2 Three-Tier Architecture

We recommend dedicating a server to each specific function of the EPM Suite, i.e. a database
server, a model server, and a web server. More model and web servers can be added for
scalability if needed (more detail on scalability is provided in Section 4.2.3.
When two functions are combined (e.g. a combined application and web server, or database
and web server) there is always contention for resources which results in a serious degradation
in system performance, and bottlenecks that can result in the clients having to wait until the
resources become available.
Separating the functions into separate tiers ensures that the hardware resources can be
specified to a particular task and are dedicated to responding appropriately to users’ requests.
3.4.3 Stand-Alone Setup

It is possible to install EPM onto a single machine which will act as all three server elements.
This may be necessary to provide a demonstration machine, or if the models are being
developed off-site. In this case we provide a specially-prepared installation that contains only

3| Preparation
Topology
the core elements of the EPM Suite, and which has been specially designed to incur the
smallest resource footprint possible.
It is recommended that only the smallest models be developed using the Standalone version of
EPM, and that the number of models be kept to an absolute minimum, in recognition of the
limited resources, and the inevitable degree of CPU and RAM contention that will occur when
models are called upon to provide calculated results.
To install this self-contained version of EPM refer to the EPM Standalone Installation Guide on
your Standalone Setup CD.
3.4.4 Remote Connection Software

Remote connection software such as Microsoft’s Terminal Services and Citrix’s Metaframe
software overcome some of the problems associated with limited network bandwidth for remote
users.
Consideration should be given, however, to the additional resources that may be required to
support multiple clients when EPM is used over such links, as each client has an impact on the
network bandwidth, and the remote software server’s CPU and RAM usage.
If you need guidance on the potential impact of operating over such technologies you should
contact Business Objects to discuss your specific scenario.
3.4.4.1 Terminal Services™

Business Objects supports the use of Microsoft’s Terminal Services product in relation to the
usage of EPM. Terminal Services offers a potential solution to bandwidth and speed issues
related to long-distance connectivity (for example, clients who connect to EPM servers via a
Wide Area Network link).
Please consult the document EPM Suite System Requirements for more information on
version compatibility for this product,
3.4.4.2 Citrix Presentation Server™

Much like Microsoft’s Terminal Service, Business Objects supports the use of Citrix
Presentation Server (formerly Metaframe) for remote clients seeking to overcome bandwidth
and speed issues.
Please consult the document EPM Suite System Requirements for more information on
version compatibility for this product,
3.4.4.3 Virtualization Software

The EPM Suite is fully compatible with VMWare virtualization software. The use of virtualization
servers such as VMWare’s ESX Server is supported. Specific implementations using these
products involving EPM servers should be discussed with Business Objects prior to installation,
to confirm that the resources available will be sufficient to support the potential demands of the
EPM Suite in such an environment.
3.4.5 Account Information and Connectivity

This section acts as a single point of information for easy reference to information that is also
provided in specific relevant subject areas.
3.4.5.1 Installation permissions

In order to install the EPM Suite components you will need to have Local Administrator
rights on the machine. This applies to both server and client machines. For servers and
Windows client installations this allows essential settings to be written to the Registry, and for
files and services to be registered with the operating system. For web clients it is essential to

Preparation
Topology |3
have administrator access in order to permit the downloading of the ActiveX toolbar object
(EPMDATAX.OCX) onto the client machine.
3.4.5.2 Database account

Note: For legacy reasons the database that supports EPM is refered to as an EPO database.
Many of its tables are prefixed with EPO and much of its associated logic uses this mnemonic
rather than EPM.
When a call is made from the model server to the database to retrieve stored model data it is
necessary to perform those calls using database access credentials supplied during the
configuration process. This account can either be an existing account, or preferably the
accounts created by running the EPM SQL Scripts during the creation or upgrading of the EPO
database schema. Two such accounts are created during installation : ‘AdminEPO’ and
‘UsrEPO’.
The EPO account created for the purpose of establishing the EPO schema is called
‘ADMINEPO’, and has a default password of ‘PASSWORD’. This should be changed after
installation to ensure database security.
The EPO account that is created for the purposes of defining access from the model server to
the database is the ‘USREPO’ account, which also has a default password of ‘PASSWORD’.
Again, it is recommended that this be changed to something more secure as soon as possible
after installation.
The ‘USREPO’ user should be given the ‘EPOACCESS’ role within the database to ensure that
it is mapped to the correct schema, and has the correct permissions.
If the account does not have the necessary permissions this will often lead to an ‘80040E4D’
error message confirming that incorrect credentials have been supplied.
3.4.5.2.1 Database Schema credentials

During the installation process the installer may be required to install or upgrade the EPO
database schema. In order to do this an account that has database ownership privileges will be
needed.
More information relating to the use of these accounts is given in the EPM Database User
Guides for Oracle or Microsoft SQL Server as appropriate.
3.4.5.3 IIS Anonymous User account

Part of the post-installation tasks for the web server is to replace the in-built anonymous user
account (IUSR account) with an account that has access across all of the domain(s) that your
EPM servers may have to communicate.
When an anonymous internet user attempts to connect to the web server, it can substitute the
domain user credentials you have configured, and will therefore be granted access to the
model server to which the web server is configured as a client.
A lack of permissions in this area will often result in the web client experiencing an “Access is
Denied” message, and being unable to log in via the browser.
3.4.5.4 DCOM permissions

If you choose to use Microsoft’s DCOM transport layer then you will need to establish the
security for accessing, launching and configuring the distributed services (i.e. EPMMAIN and
EPMSERVER services on the Primary Model Server). To configure DCOM across a domain it
is necessary to have Domain Administrator rights.
If you are doing a Standalone Installation then all of your services will be launched on the same
machine, and there is therefore no “distributed” element to the services, and no necessity to
configure DCOM.
For most installations you will be accessing the two main services from a different machine (i.e.
a client that is physically separate from the Primary Model Server). To access the services

3| Preparation
Licensing in EPM
across a network DCOM will need to be configured to permit a user group (typically a security
group created to contain only EPM users) to access these services.
We recommend that this group have Windows Domain User permissions at least.
3.4.6 Database Maintenance Plans

See the supporting documents the EPM Database Guide for Oracle or the EPM Database
Guide for Microsoft SQL Server for recommendations on setting up database maintenance, if
no procedures already exist within your organization.
3.5 Licensing in EPM

It is beyond the scope of this document to discuss the details of licensing options.
A number of licensing packages are available on a component-by-component basis and taking
into account the different types of users required by any organization. Packages can be tailored
to best suit the requirements of any organization. For more details about licensing please
contact your nearest Business Objects office or agent.
NOTE: When more than one model server is installed the license keys should be
entered/loaded in full on all model servers during the installation process. If changes are being
made to licensing then those changes need to be made on all your model servers.
3.6 Defining a roll-back position

If you are upgrading or expanding EPM then it is important that you define for yourself a roll
back position, i.e. that you take measures to ensure that if the upgrade or expansion does not
go according to plan, that you can return back to the point that you started from with relative
ease and safety, and ensure that no data is lost as part of that process.
We therefore recommend that you perform the following tasks before upgrading or expanding
your EPM system:-
1. Back up any existing EPM databases and store them in a separate area to your current
EPM system (e.g. on a different disk, or network drive). This will back up all of your EPM
models too.
For users who may wish to transfer selected models from one database to another without
taking ALL the models:
2. Export the selected models to XML format, and re-import them after the upgrade.
This second option is also a good way of “starting afresh”, and quickly clearing out any models
that may have become unused in the previous database.
3.7 Staff Involvement

It is recommended that staff with the following roles be involved in the installation and
configuration process:-
• Database Administrator
• IT Staff
• Project Sponsor
Each of these roles is elaborated upon in the following sections.

Preparation
Pre-Installation Checklist |3
3.7.1 Database Administrator
A Database Administrator is someone whose role is to create new databases, to define
accounts and permissions for those databases, and to implement and manage maintenance
tasks for the database post-installation.
This is an on-going role, and their involvement should be continuous in terms of monitoring the
resources used by the EPM system and planning for maintenance and expansion as it is
required.
3.7.2 IT Staff
This role is defined as someone who can create network (domain) accounts, has permissions
to log onto servers as a Local Administrator, and who is familiar with software application
installation.
During the EPM installation process they will be required to provide account information, to
create folders for EPM to store files, and to perform the installation and configuration activities
at each stage.
3.7.3 Project Sponsor

The Project Sponsor is the member of staff who is responsible for ensuring that the EPM
system is installed and running in order to support their area of the business. The role of the
Project Sponsor in the installation process is to oversee the activities of the Database
Administrator and IT Staff to ensure that their work is coordinated at the correct times.
Once installation has been completed the Project Sponsor may wish to organize the testing of
the system connectivity and permissions to ensure that everything works and performs as
expected.
It is the responsibility of the Project Sponsor to appoint an EPM Administrator role.
3.7.4 EPM Administrator

The role of the EPM Administrator is an on-going role for the lifetime of EPM projects. This role
is responsible for creating EPM accounts and defining account and hierarchy security within
the EPM system. They may also have sole responsibility for creating models and assigning
permissions to those models, and for performing other EPM tasks that may require
Administrator privileges, or sharing these privileges with others.
The complete list of tasks that are the responsibility of this role are defined by your own
organization’s requirements.
A special account exists within EPM by default, and is called “Administrator”. This account
does not take up a license, and has complete access to all functions within EPM. As such, the
use of this account should be restricted, preferably to a single user with whom the Project
Sponsor is in regular contact.
3.8 Pre-Installation Checklist

Use the following checklist to ensure that you have all of the necessary resources available
and configured before proceeding to the installation of the EPM software. This checklist applies
to both new installations and upgrades.
• Is there sufficient disk space on each of the EPM servers that you are using?
o A model server requires a minimum of 20GB of free space, but consideration
should be given to the number and size of any existing models. Large models
may require up to 20GB each. A rough estimate may be obtained by using the
existing temporary model directory sizes when a model is fully open.
o A web server should not require more than 20GB of free space in which to
operate.

3| Preparation
Pre-Installation Checklist
o A database server will require sufficient size to expand as more values are
entered into the EPM system. Take account of intended expansion plans, and
consider the amount of space that may be needed for SQL Server transaction
logs or Oracle SGA/PGAs.
• Can servers communicate with each other?
o Inter-domain servers may need to be part of a Trust Relationship
o Can the servers PING each other?
o Are the TCP/IP settings correct for each server?
• Is DCOM running on each model and web server?
• Are the necessary database services running?
o For SQL Server, ensure the MSSQLSERVER service is running
o For Oracle, ensure that the associated Listener service is running
• Have the EPM pre-requisites been installed on the servers and clients?
• If you are intending to install the web server component, have you already installed
Microsoft’s IIS on the web server?
• Have you read the Release Notes that have been supplied on the Installation CD to
check for updates or changes relevant to your organisation?

EPM Installation
4| EPM Installation
Initial Steps
4.1 Initial Steps

The following chapter details the installation procedure of the EPM system. The EPM
installation process is centered around selecting which specific EPM components are to be
installed on the machine and the destination those selected components are installed to. The
components available to install will be determined by the serial number supplied by Business
Objects and decisions made when planning the system as outlined in Preparation (section 3).
LEGAL DISCLAIMER
In accordance with your contract with Business Objects, you must not make any changes
to the software, including, without limitation, changes to any database schema or any
general changes to the database on which the software runs (a “customer modification”).
Any warranties contained including, without limitation, warranties with respect to the
performance of the products, will be voided and of no further force and effect if customer
makes any such customer modifications.
Services performed by Business Objects in investigating, identifying, or rectifying any
issues arising due to any Customer Modification are not included within the Business
Objects’s Maintenance Services. Accordingly, any services provided by and all costs and
expenses incurred by Business Objects arising as a result of a Customer Modification will
be invoiced to and paid by Customer. Such services will be invoiced at Business Objects’s
then standard rates.
If you need more information about this, please contact the nearest Business Objects
office for clarification.
The initial steps to be taken are common to all types of installation.

• Obtain the appropriate EPM License Serial Numbers from Business Objects that will
be required during the EPM installation. There are two types of Serial Numbers
comprising those required to allow installation of specific EPM components and
access licenses to these components for a designated number of users. Access
licenses are only required on the EPM Primary Server installation.
• Ensure the necessary prerequisites are installed before commencing the installation.
Once installation is complete EPM Configure is then used to customize the EPM components.
Configuration can be carried out immediately after the installation process (following the
required system reboot) or at any point after installation is complete. EPM must be configured
before you can start to use the system.
4.2 Installation Type

There are several types of installation that you might wish to perform. Once the pre-requisites
are in place, and the location of the hardware has been determined, then you can consider
what type of installation you require. In the following section we outline the differences between
the types of installation.
4.2.1 New installation

A new installation will require installation of software on each tier (server). Emphasis should be
given to having the correct accounts, permissions and hardware resources to support the
installation process.
4.2.1.1 Silent Installation

EPM can be deployed (and updated) using the Silent Installation procedure. Server, client and
web client components can be installed in this manner. Silent installations can be achieved via
command-line parameters in a batch file, or via the Microsoft Installer mechanism.

EPM Installation
Installation Type |4
On your installation CD you will find two additional install programs to assist you. The
installation programs for deploying the web ActiveX component, and the Book Viewer
application can both be found in the ‘Additional Installers’ directory.
The Web Client Installer program is designed for use by System Administrators. It provides a
means of installing the EPM ActiveX web toolbar object without the necessity for the installation
to be performed by the client from within the web browser.
There are several benefits to using the installer program instead of the web download method.
These are:
The installation can be automated using a method such as Microsoft's System
Management Server. This type of program can also distribute the executable to all the
EPM clients at a convenient time.
The client machine can be updated with the correctly-versioned control before requiring
access to the EPM web books, thus reducing inconvenience.
A centrally-controlled roll-out of the installation will ensure that there is consistency of
software versions amongst the client community.
To install the program on the client simply run the executable WebViewerSetup.exe that is
located in the 'Additional Installers' directory on your current EPM software CD. No reboot of
the client is required after installation using this executable.
For more detailed information on silent installation see the accompanying document EPM
Silent Installation.
4.2.2 Upgrade
When upgrading you should follow this procedure:-
• Backup the EPO database
• Note any existing DCOM settings against the EPMSERVER and EPMMAIN
components (see Section 5.3.1)
• Ensure that any users that are in the EPM system log themselves out (this can be
checked using the EPM Monitor application)
• Stop all running services using the EPM Service Manager application
• Un-install the EPM Suite using the ‘Add/Remove Programs’ feature and re-boot the
server
• Re-install the latest version (see Section 4.6), re-applying DCOM settings as required
After rebooting your PC you will need to reconfigure the new EPM Version in the same manner
as described in Section 5 EPM Configure onwards.
During the uninstall process the services EPMServer and EPMMain are removed along with
any associated DCOM settings. After the upgrade process DCOM will need reconfiguring for
EPMServer and EPMMain (see section 5.3.1).
If EPM was installed using sockets and if IP Filter rules had been created, these settings and
rules will be retained in the default install directory after un-installation, in the form of COR and
LOC files. Once the software is re-installed these stored settings will be available to the
application again.
4.2.3 Expansion
Expanding your EPM Suite will involve new licensing options and keys. All other settings
should remain in place. Any new servers may possibly need account information during the
configuration stage.
To add your new components it may be necessary to re-install the EPM Suite on the server
where the additional component is required, unless the component is going to have its own
server. When expanding your EPM Suite you should follow the procedure outlined above for
upgrading.

4| EPM Installation
Order of installation
4.3 Order of installation

Certain conditions must exist in order for EPM to be installed successfully. Primarily minimum
system requirements must be met and specific prerequisites must be installed as detailed in
the accompanying EPM System Requirements document.
Installation should be implemented in the following order where possible. Certain components
are dependent on the presence and successful configuration of specific additional components,
particularly the Database Server and the EPM Server, and so should be configured in the
following order where components are separated across different physical machines:
Database Server application (Oracle or Microsoft SQL Server)
Database Schema (table structure)
EPM Primary Model Server
EPM Secondary Model Servers
EPM Web Servers
EPM Work Manager Server (optional component)
EPM Report Manager Server (optional component)
Once the above are correctly configured you can install the EPM Windows client applications
including Model Builder, Book Builder, Work Manager Client, Book Viewer, Report Manager
Client and Data Bridge.
Web Server Installation
If using Microsoft IIS Web Server to access Web Books, ensure this is installed before
installing the EPM Web Service, as the EPM web files need to be installed into the default IIS
directory (normally ‘wwwroot’).
Permissions required for installation
It is important to ensure that the user logged into the machine has required permissions to
perform the installation. Local Administrator privileges are required on the machine EPM is
to be installed on as Read / Write access is required throughout. For DCOM configuration
across a domain you may require Domain Administrator rights.
Likewise sufficient permissions are required when installing the Database Server. For
information on how to login to the Oracle or Microsoft SQL Server database to install the
database tables, please refer to the EPM Database User Guides for Oracle or Microsoft
SQL Server as appropriate.
Work Manager Installation
An SMTP e-mail system should be available before installing Work Manager client, as this will
be requested when configuring Work Manager to use a mail server after installation of the
components.
Planning for future use of Work Manager
If at the time of install, you envisage some future use of Work Manager you should be aware of
the following: Books containing the Workflow object require Work Manager client to be installed
on any Model/Book Builder Client or Web Server that will be used to edit or view them. Work
Manager client cannot be added after EPM has been installed without uninstalling and re
installing the software.
Full installation and configuration of the EPM components is divided into two distinct stages.
Firstly, the selected EPM components are installed as defined by the product serial numbers
provided from Business Objects. This is then followed by the EPM Configure utility, which
configures and customizes your installation to your business environment.

EPM Installation
Database Server application installation |4
The EPM Configure utility can be run at any point after EPM has been installed to confirm or
update settings and paths within the respective EPM applications.
4.4 Database Server application installation

The installation and configuration of the RDBMS software is not something that Business
Objects prescribes, and you should consult the documentation associated with your chosen
database software in order to perform such an installation. We recommend that this installation
be performed by your Database Administrator.
If you wish to consult with Business Objects with regard to database settings then please
contact us before beginning installation.
4.5 Database Schema installation

Schema installation should be performed by your Database Administrator. Please refer to
Section 5.6.1 to familiarize yourself with the account information that will be used during this
process.
Details of how to install or upgrade the EPO database schema is in the documentation EPM
Database User Guides for Oracle or Microsoft SQL Server as appropriate.
4.6 EPM Model Server Installation Process

The EPM Model Server installation process is undertaken on any server that you wish to use to
calculate and build your EPM models. This may be a single server or several.
In the case of a single server installation it will be designated as the Primary Model Server. For
multiple servers you will have one server as the Primary Model Server, and any other servers
will be designated as Secondary Model Servers. The Primary Model Server is responsible for
coordinating the calculation of model results (note: this is not dynamic load balancing, as the
Primary Server is simply instructing designated machines to perform calculation tasks), and
also for validating user security. Secondary model servers simply calculate models.
The procedure for installing model server software is the same for both a primary and
secondary model server.
4.6.1 Beginning installation

Login to the PC as an Administrator. You must have read and write privileges to the machine
EPM is to be installed onto.
Run Setup.exe from the CD Rom.
4.6.2 Pre-Requisites Check

Before any software installation is started EPM will check that certain pre-requisites are
installed. These are:-
• Microsoft XML Parser

• Microsoft SQL Server Native Client
• Microsoft SQLCMD
If any of these pieces of software are not present on the server then they will be installed. Once
installed the server must be restarted before the main installation can continue.

4| EPM Installation
EPM Model Server Installation Process
4.6.3 EPM Welcome Screen

The first screen is displayed and describes some actions you may wish to take before
commencing with the installation. By clicking Next you accept the copyright and international
treaties warning.
4.6.4 Language Selection

To install the EPM software you will need to decide in which language EPM should choose to
present the installation screens. This option also determines which language the program
shortcuts appear in and the language of the documentation installed.

EPM Installation
EPM Model Server Installation Process |4
4.6.5 Registration Information

Clicking Next will take you to a screen requesting your serial number sent to you by Business
Objects.
Enter the serial number required in the drop-down box area and press the Add button to enter
serial numbers manually or Load to load a collection of keys from an ELF file. You may be
issued with more than one serial number. See below for details of what types of serial numbers
are required for different types of installation.
The Clear button will remove all the current license information should you need to change this
(for example, if you are given an entirely new license key).
Serial Numbers in EPM

4| EPM Installation
All installations of EPM need a permanent or evaluation product serial number to be added in
the Registration Information screen. This gives access to the next step of the installation
displaying the available components that can be installed. If the serial number added is correct
then a list of the components you have available is displayed in the list box.
Serial numbers allowing a maximum predefined number of users access to different EPM
applications (i.e. ModelBuilder, BookBuilder and End User) should be added on the EPM
Server machine. The appropriate licenses will be picked up from this location when the
respective users access EPM through the different applications. These numbers are stored in
the EPO database to prevent duplication but must be registered on the EPM Server.
For more information on licensing see 3.5
After adding all Serial numbers required select Next to move on to the next screen. This screen
allows you to select which EPM components you wish to install on your PC.
4.6.6 Component Selection

Only those components enabled by your product serial number will be shown in this window
and will probably be different to the example screenshot shown below.
After ensuring that all components to be installed on the machine have been selected click
Next to choose a destination directory for EPM.
Note: You may choose not to install all components available on a particular machine, thereby
using the same license key for several different types of installation.

EPM Installation
4.6.7 Installation Destination Directory
If you accept the default destination location click Next, otherwise click Browse to select an
alternative location to install the program files.
If you choose to browse, a Windows standard directory box will appear, from which you can
select your chosen location:
After selecting the directory for installation, clicking the OK button will take you back to the
previous screen, where you can continue the installation process by clicking Next.

4| EPM Installation
4.6.8 Communication Transport Mechanism Selection

In this screen you must choose which method of network communication you would like the
various EPM components to use.
The choice is between Microsoft’s default DCOM and Windows Sockets transport layers.
4.6.8.1 DCOM transport

Microsoft’s Distributed Component Object Model (DCOM) transport layer allows COM objects
(which are the component objects used by EPM) to be accessed and launched on a server by
remote clients.
If DCOM is chosen you will need to configure it using the DCOM Configuration Utility
(DCOMCNFG.EXE) to permit your user group to access and launch the server’s EPM services.
Security is easy to configure in a Windows environment as DCOM integrates with existing
Domain Users and Groups provided by the NT Security model. More detail on this is provided
in the appropriate configuration section (Section 5.3.1).
4.6.8.2 Windows Sockets transport

Windows Sockets (WINSOCKS) provides a simpler implementation of the transport layer, in
that it will work across domains, firewalls and through NAT (Network Address Translation) with
the minimum of configuration.
Unlike DCOM, the Sockets layer installs additional EPM sockets services to relay
communications between clients and servers, and these services have default global settings
that do not require security configuration.
Security is provided for via IP-based rules which can be defined so as to limit access to
selected hosts in an individual or range-based manner using the host’s IP address to determine
whether a connection can be made or not. The range of sockets available to EPM can also be
restricted or redefined. More detail on this is provided in the appropriate configuration section
(Section 5.6.2).

EPM Installation
4.6.9 Start Installation
The Start Installation screen is displayed.
Click Next to start the installation or Back to modify any options previously defined in the
The Installing Screen shows details of the files being installed and the time remaining for
installation to be completed.

4| EPM Installation
4.6.10 Choose Default Language

The default language screen is then displayed which allows you to choose the default language
for the application. This will determine the language used for the user interface (screen
information, menu item names, and other textually presented information).
Currently only English (United States) and French are supported. The default language may be
changed later in the EPM Client.
4.6.11 Installation Complete

After a few moments the installation will be complete. Select Finish to exit installation.
A message box will appear prompting you to restart your machine. At this point you can choose
whether you want to continue using your machine by selecting Cancel or to restart and finish
the configuration of your EPM installation.
If you choose not to restart at this point, the next time your machine is restarted you will be
prompted to continue with configuration. You can then choose whether to complete your EPM
configuration at this time or to cancel this task.
EPM configuration can be carried out at any point after a successful installation using the
Configuration Wizard within Start | Programs | Business Objects | Tools | EPM Configure.
4.6.12 EPM Book Viewer Installation

To install EPM Book Viewer, EPM must first be installed and configured on your application
server. This makes Book Viewer installation a simple process, which opens with EPM Book
Viewer Welcome screen followed by the Destination Location screen (described in 4.6.7). Once
you have selected your destination directory, installation can commence with the Start
Installation screen (described in 4.6.9).
After a few moments the installation will be complete. Selecting Finish will initiate the EPM
Client Connection Wizard, which configures the Book Viewer application to the EPM Server
(see section 5.14 for further information).

EPM Installation
Web Server installation |4
4.7 Web Server installation

The web server installation shares many of the aspects of the Model Server installation
screens. Details have been provided in previous sections, and where applicable reference will
be made to these sections where required.
The installation is started by running the Setup.exe file available on your Installation CD.
4.7.1 Pre-Requisites Check

Before any software installation is started EPM will check that certain pre-requisites are
installed. These are:-
• Microsoft XML Parser

• Microsoft SQL Server Native Client
• Microsoft SQLCMD
If any of these pieces of software are not present on the server then they will be installed. Once
installed the server must be restarted before the main installation can continue.
4.7.2 Language Selection

To install the EPM software you will need to decide in which language EPM should choose to
present the installation screens. This option also determines which language the program
shortcuts appear in and the language of the documentation installed.
4.7.3 Registration Information

Enter the serial number required in the drop-down box area and press the Add button to enter
serial numbers manually or Load to load a collection of keys from an ELF file. You may be
issued with more than one serial number.
The Clear button will remove all the current license information should you need to change this
(for example, if you are given an entirely new license key).
After adding all Serial numbers required select Next to move on to the next screen. This screen
allows you to select which EPM components you wish to install on your PC.
4.7.4 Component Selection

Only those components enabled by your product serial number will be shown in this window. If
this server is to be a dedicated Web Server then you should select the Web Server component.
Other components selections will be based upon the role of the server, and your license
entitlement.
4.7.4.1 Work Manager Client components on the web server

If you have installed the Work Manager Server on your primary EPM Model Server you will
need to install the Work Manager Client component on your EPM Web Server. The web server
will need to ability to decode information relating to Work Manager components as they are
passed via the EPM web books, and these necessary files are only available if a Work
Manager Client component is installed.
After ensuring that all components to be installed on the machine have been selected click
Next to choose a destination directory for EPM.

4| EPM Installation
Web Server installation
4.7.5 Installation Destination Directory

If you accept the default destination location click Next, otherwise click Browse to select an
alternative location to install the program files.
If you choose to browse, a Windows standard directory box will appear, from which you can
select your chosen location:
After selecting the directory for installation, clicking the OK button will take you back to the
previous screen, where you can continue the installation process by clicking Next.

4.7.7 Web Server Type Selection

The Web Server Type screen offers a choice of Microsoft’s IIS web server, or the proprietary
EPM web server. The EPM web server is not designed, however, for large-scale web
implementations, and should be considered only for small-scale (e.g. single machine)
installations or for testing purposes.
NOTE: IIS must first be installed on your designated web server(s) in order to use an IIS Web
Server for viewing EPM Books in a browser. This cannot be done after the EPM installation.

EPM Installation
Web Server installation |4
Install EPM Web Service in the default sub-directory for IIS (usually IIS’s ‘wwwroot’ directory,
wherein a virtual directory of ‘epo’ will automatically be created), or your preferred location if
using the EPM Web Server.
4.7.8 ASP File Location

You may leave the installation directory for your Web Server’s ASP files at the default, or if you
prefer to install these files in a specific location you can enter or browse for a location suitable
to your organization.
The file location is simply a storage area for EPM’s ASP files before they are transferred to the
correct location during the configuration stage of the installation process.
4.7.9 Start Installation

The Start Installation screen is displayed.

4| EPM Installation
Web Server installation
Click Next to start the installation or Back to modify any options previously defined in the
4.7.10 Choose Default Language

The choice of language is only relevant at this time if any use-interface components have been
installed alongside the Web Server component.
The default language screen is then displayed which allows you to choose the default language
for the application. This will determine the language used for the user interface (screen
information, menu item names, and other textually presented information).
Currently only English (United States) and French are supported. The default language may be
changed later in the EPM Client.
4.7.11 Installation Complete

After a few moments the installation will be complete. Select Finish to exit installation.
A message box will appear prompting you to restart your machine. At this point you can choose
whether you want to continue using your machine by selecting Cancel or to restart and finish
the configuration of your EPM installation.
If you choose not to restart at this point, the next time your machine is restarted you will be
prompted to continue with configuration. You can then choose whether to complete your EPM
configuration at this time or to cancel this task.
EPM configuration can be carried out at any point after a successful installation using the
Configuration Wizard within Start | Programs | Business Objects | Tools | EPM Configure.

EPM Configure
5| EPM Configure
About Configuration
5.1 About Configuration

This chapter is written with the intention that you skip only to the sections which are relevant to
the components of EPM installed on a specific machine and which you wish to configure or
reconfigure. This does not need to be read from beginning to end, as not all sections may be
relevant to your setup.
Sections marked ‘NEW INSTALLATION’ indicate configuration settings or behavior that is only
relevant immediately after a new installation of the software. Sections marked
‘RECONFIGURATION’ relate to settings or behavior that will appear whenever the EPM
Configure program is invoked after the initial installation.
The path followed through this chapter is likely to differ depending on whether an installation is
to configure a Server, Client, or a combination of system design options (i.e. Model Server,
Web Server, Report Manager, and Work Manager).
IMPORTANT: EPM Configure updates relevant machine settings after each configuration
screen. Therefore selecting Cancel before EPM Configure is complete will not return the
system settings to their previous state as any new settings you may have made will be
retained.
NEW INSTALLATION:
After installation the Configuration Wizard will appear immediately you log in following a restart.
EPM Configure MUST be run before users can start to access the system. For configuration
options relating to a new installation refer to section 5.3.
RECONFIGURATION:
The EPM Configuration Wizard can be run at any time from Start \ Programs \ Business
Objects \ Tools \ EPM Configure to display the EPM Configuration Welcome screen.
5.2 EPM Configuration Options

The next screen after the Welcome Screen displays a choice of EPM components installed on
the machine, which may be configured. Choosing which components to configure prevents you

EPM Configure
EPM Configuration Options |5
having to run through all the configurable options installed. For example, if only the location of
the EPM Server you are connecting to needs to be changed you would check the box next to
‘EPM Servers’ and uncheck all other components displayed.
In the ‘EPM Options Available’ screen check the boxes of the components you wish to
configure. If all boxes remain checked you will proceed through configuration of ALL the
components installed on your machine.
There follows a short description of each of the configurable components:

EPM Servers Choose to configure the current machine as a CLIENT,
PRIMARY SERVER, or MODEL SERVER; also configure
DCOM or Sockets transport mechanism to ensure secure
communication between client and server components.
The Primary EPM Server handles login requests by users.
Model Servers handle processing and calculation required by
models.
Web Server Choose which web server type you require, either Microsoft’s
IIS Web Server, or the proprietary EPM Web Server.
You can also decide the location of temporary and graphics
files, and specify the URL address of your web server.
EPM Work Manager Configure settings for the Work Manager server logon account
(the account Work Manager uses to communicate with the EPM
Server); set up e-mail server options; specify a temporary
Work Manager file storage location.
EPM Report Service Specify the IP Address or DNS Name and port number for the
machine hosting the ‘EPM Reporting Service’.
To configure EPM Server see 5.3
To configure EPM Work Manager only see 5.4

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EPM Server Installation Type
To configure an EPM Client see 5.9
To configure a Web Server only see 5.11
To configure Report Manager Server only see 5.12

For more detailed information on this option see Section 4.6.8.
5.3 EPM Server Installation Type

From the EPM Installation Type screen, decide whether you are installing the Server or Client
for EPM.
If the machine is to be a Web Server, Work Manager Server or Report Manager Server only
(i.e. not a Model Server) then the client option should be selected. Unless you selected the
Sockets transport mechanism, DCOM Settings will need to be configured for Model Servers to
allow successful communication between the Primary Model Server and any Secondary Model
Servers (see 5.3.1).
Multiple Model Servers can be installed in EPM allowing users the flexibility to specify which
server they wish to create a model on, thus spreading the workload where several large
models exist.
Important: There can only be one Primary EPM Server installation through which additional
EPM Model Servers communicate. The EPM Server handles login requests by users. Model
Servers handle processing and calculation required by models.
If an installation is to be the Primary EPM Server then the box should be checked underneath
the Server radio button.

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EPM Server Installation Type |5
For Model Server only installations this box should be unchecked. Model Server only
installations will then lead to a screen where the name of the EPM Server should be entered.
Enter the EPM Server name manually or browse to the machine name and continue with the
configuration process.
Note: When re-configuring to define a new Primary EPM Server, the existing Model Server
assignment is not changed automatically. Models will still be associated with the previous
application server, until this is changed manually via the Model Administration screen in the
EPM Model Builder application (see EPM Administration & Security Guide for further
details).
Model Servers are installed from the EPM Core component in the ‘Select Components’ screen
within the installation process. The Builder application does not need to be installed although it
can be useful when trying to eliminate communication problems that clients might encounter.
On a three-tier system you should install the Server version on the middle tier and the Client
version on any client workstations. An EPM Server should be installed alongside the OLE DB
provider for your database, to allow you to connect to your database.
When using Oracle Database Server, ensure the Oracle Client software is installed on the
Server machine.

5| EPM Configure
5.3.1 DCOM Configuration

Unless you selected the Sockets transport mechanism then you will need to configure the
DCOM settings on all EPM Servers to allow appropriate users permission to access and launch
the required services:
• EPMServer
• EPMMain
In the EPM Server Installation Type screen, click the ‘Configure DCOM Manually’ radio button
and then click Config DCOM if you wish to configure your DCOM now. Alternatively, you can
complete the installation and perform this manually later.
If you are running on Windows XP or 2003, Configuration Management is incorporated into the
Windows Component Services console. You must expand the Computers and DCOM Config
items to display all the installed Applications that use DCOM.
[Note: In Windows 2000 you are taken to the Distributed COM Configuration Properties screen,
where you can double click EPM Server under the Applications tab.]

EPM Configure
Scroll to EPMServer, right click it and select Properties.
You will now see the EPMServer Properties screen where you must click on the Security tab.
Firstly, ensure that the radio button under Launch and Activation Permissions is set to
Customize and click Edit.

5| EPM Configure
Using Add, select the appropriate groups and names from the Names list. Repeat until all your
groups/users are added and appear in the Group or user names box as shown. Now check
the Allow boxes to set the necessary types of access for confirmation as shown.
Click OK again to return to the DCOM Properties screen. Repeat the above steps and add the
same groups/users to “Access Permissions”. When this is done, click Apply then OK on the
Properties screen.
Select EPMMain in the DCOM Configuration Properties screen and apply the same settings as
for EPMServer. When finished, click OK from the EPMMain Properties screen.
The DCOM security settings for installations where the Application Server and Web Server are
installed on the same machine should be applied using the following local accounts.
• Internet Guest Account I_USR_<machine name>
• Launch IIS Process Account I_WAN_<machine name>
You are advised to apply these accounts with the necessary levels of access to the EPM
Services as follows:
EPM Service User & Permissions

EPMServer I_USR_<machine name>
EPMMain I_USR_<machine name>
EPMMain I_WAN_<machine name>
EPMWorkManagerService I_WAN_<machine name>
Note that the EPMWorkManagerService only applies to servers hosting Work Manager.
When Application Server and Web Server are on separate machines that may also be on
different domains, you must include settings for accounts that have access to both machines
and/or domains. Business Objects technical support can advise you on the settings that are
most appropriate for your environment.

EPM Configure
When you have completed your DCOM settings you will be returned to the EPM Installation
Type screen. Click Next.
To configure EPM Work Manager Installation Type see 5.4
To continue to configure the EPM Server if Work Manager is not installed see 5.6

5| EPM Configure
Work Manager Installation Type
5.4 Work Manager Installation Type

Select what type of Work Manager installation is to be carried out. This can be either a Server
installation or a Client installation.
To specify Work Manager Server DCOM settings see 5.4.1.
If Work Manager Client is selected see 5.5.
If Work Manager Server is selected see 5.6 to continue configuring EPM Server.
5.4.1 Workflow DCOM Configuration

A Work Manager Server installation that uses DCOM has to have its settings specified in the
same way as those for the EPM Server and EPMMain services described in 5.3.1. You will
have to select the EPMWorkflowService under your DCOM Configuration Properties and apply
the Access and Launch permissions in the same manner.

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Work Manager Client Configuration |5
5.5 Work Manager Client Configuration
To install EPM as a client choose the Client radio button from the EPM Installation Type screen
and click Next.
The Client Setup screen is displayed and you are requested to enter the name of the EPM
Server into the dialog box or click Browse to search for the relevant server.
If you selected Browse, the following screen will be displayed for you to navigate to the
appropriate server.
Once selected you will be taken to the previous screen, your chosen computer will appear in
the dialog box and you should now click Next to continue.

5| EPM Configure
EPM Server Configuration
Having entered a Server you now need to test the connection between the Server and your
machine. Click Next to test this connection.
If the EPM Server option was selected see 5.6 to configure the Server options.
If the Client option was selected see 5.9 to configure the client options.
5.6 EPM Server Configuration

Multiple Model Servers can be installed in EPM allowing users the flexibility to specify which
Server they wish to create a model on, thus spreading the workload where several models
exist.
There can only be one Primary EPM Server installation through which additional EPM Model
Servers communicate. The EPM Server handles login requests by users. Model Servers
handle processing and calculation required by models.
If an installation is to be the Primary EPM Server then the box should have been checked
underneath the Server radio button. For Model Server only installations this box should be
unchecked.
Selecting the Server option in the EPM Installation Type screen will lead you into several
configuration options, which are detailed below including:
• Database
• Advanced IP Filtering
• EPM Model Directory Selection
• License Key Configuration

EPM Configure
EPM Server Configuration |5
• Database Auditing Selection
• Server Component Registration
5.6.1 Database Connectivity

The default setting for EPO database communication for both SQL and Oracle is to use the
built-in native database calling mechanisms. For Oracle this is the Oracle Call Interface (OCI),
and this is selected by choosing the Oracle Instant Client option in the Database Connectivity
screen. For SQL Server the native option is the SQL Native Client option.
The option exists to use OLEDB connectivity, if preferred. We provide this option for legacy
connectivity issues, but it is not the recommended option as it is noticeably slower than the
native calling mechanism. Native calls are part of the infrastructure of the database software
and do not require to be translated into an external compliant format, as OLEDB calls do.
Your choice of Database Access Protocol will affect the next screen to be displayed:
• Oracle Instant Client Server Database Setup – for native Oracle connectivity
• SQL Server Native Client Database Setup – for native SQL Server connectivity.
• EPM Server Database Setup – for OLEDB selection
Note: In Oracle installations swapping between the two means of communication will cause
any existing DCOM settings to be lost.

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5.6.1.1 EPM Server Database Setup

The EPM Server Database Setup screen will be displayed. Enter your relevant database
details as defined in your database setup. This will define your database access using native
database connectivity.
If this is not a Primary Server the screen below will not be editable and will reflect the database
settings of the EPM Primary Server.
5.6.1.1.1 SQL Server Database Connectivity

Details can either be entered manually or by using the Build functionality. Details required to
successfully set up a database are outlined below.
• Database Provider
For Microsoft SQL Server this should be ‘SQL Server Native Client’.
• Data Source
This is the name of the Microsoft SQL Server instance, and often this defaults to the
name of the database host machine.
• Catalog (Database Name)
This field is only required if using Microsoft SQL Server in which case the name of the
database you wish to connect to should be inserted here.
• User Security
Depending on security preferences one of the radio buttons should be checked to
define how EPM is to access the database. If the NT Integrated user logged into the
EPM Server machine has Database Owner (dbo) access to the database then ‘Use
Windows NT Integrated Security’ may be used.
If Integrated security is used, then the Logon Account for the MSSQLSERVER
service should be set to be this account too.
Alternatively the User assigned to the EPOACESS role may be used here (by default
‘USREPO’ user is created which you may choose to use).
For either Server database you may choose to restrict the privileges a user has to
prevent access to additional databases. If this is the case use the user created in the
Server Database setup.

EPM Configure
If you click on the Build button the Data Link Properties will be displayed. From here you can
fine-tune the database provider and connection or you may simply use this screen to select
details using drop downs rather than manual entry. The details required remain the same as
those detailed above.
5.6.1.1.2 Oracle Instant Client Server Database Setup

The Oracle Instant Client Server Database Setup screen will be displayed. Enter your relevant
database details as defined in your Oracle database setup. This will define your database
connection using OCI access protocol.

5| EPM Configure
Details required to successfully set up a database are outlined below.

• Database Provider
This will be Oracle Instant Client – the native Oracle communication mechanism.
• Database Host
On an Oracle server then the Data Source is the name of the connection i.e. the
Service Name or Service Identifier (SID).
• Port
The default port number that your installed Oracle database communicates on.
Unless changed, the default value for this is Port 1521.
• Service Name
Enter the name of the Oracle instance (Tablespace) created on your database server.
• User Security
You should supply the name of the Oracle Tablespace owner and their associated
password in these fields.
• Load TNSNAMES file
If you have an existing TNSNAMES file that contains the information you need to
connect to your Oracle instance then this file can be loaded, to save having to re
enter the information. See Section 5.6.1.1.3
Note: If installing an upgrade version of EPM, and the Oracle database has previously been
configured using OLEDB, you must first remove the Oracle client and stop EPM Services,
before attempting to re-configure using OCI. This process will cause your DCOM settings to be
lost, so you will have to restore them.
5.6.1.1.3 Configuring Oracle Instant Client to use TNSNAMES.ORA file

It is possible to configure EPM to use a TNSNAMES.ORA file to provide the hostname and port
number of the Oracle connection string whilst utilizing Oracle Instant Client connectivity. This
information would normally be stored in the registry.
In the Oracle Instant Client Server Database Setup window you have the choice of entering the
database host and port details manually, or selecting an existing TNS name from a
tnsnames.ora file.

EPM Configure
To use a TNSNAMES.ORA file set up an environment variable using the following details:
• Variable Name: TNS_ADMIN
• Variable Value: <folder path of the tnsnames.ora file>
In order to provide EPM with the location of the TNSNAMES.ORA file simply click the Setup
TNS Names… button on the Oracle Instant Client Server Database Setup screen. EPM will
use the information stored in the TNSNAMES.ORA file to provide the connection details.
When the window opens click on the Browse button to select the folder path of the
TNSNAMES.ORA file. When you have selected the correct folder and clicked OK, the content
of the TNSNAMES.ORA file should appear in the TNSNAMES.ORA text box.
Click OK to return to the Oracle Instant Client Server Database Setup window.
Now enter the TNS Names entry in the service name field along with the user name and
password (the host name / port may be left blank).
Should the use of the TNSNAMES.ORA file become redundant it will be necessary to relocate
this file before it is possible to re-configure EPM to use OCI.
5.6.2 Advanced IP Filtering

If you have selected Sockets as your Communication Transport Mechanism then you can
optionally create rules to allow or deny access to the EPM server services. These rules are
configured to identify the originating machine’s IP or network address and then allow or deny
access to the EPM server service. Each EPM server service has its own list of rules allowing
granular control over which hosts or networks can communicate with specific EPM server
services. The ordering of the rules in each list is significant and this is discussed in section
5.6.2.2.
Rules for each service are configured for the appropriate server. The specific servers for which
rules can be written are determined by the type of installation performed on each machine.
If no rules are present then the default is to allow communication between all machines and the
services they run.
To create a rule for a particular Server, select it from the Server Name drop down menu and
then click on the Add button. To apply a rule or rules to all servers, click on the Apply to all
Servers button. IP filters can be configured for the servers:

5| EPM Configure
• EPM Main Server

• EPM Model Server
• EPM Server
• EPM Work Manager Server
Note: If you have set up rules within a previous version of EPM, your Servers as listed in the
ipFilters.ipt file may now need to be renamed. This is because the ipFilters.ipt file is a user-
generated text file and is not automatically updated on upgrade. To edit the ipFilters.ipt file, go
to C:\Program Files\Business Objects\EPM\ipFilters.ipt.
5.6.2.1 Defining Rules

In the following example a rule has been created using Dotted decimal notation, that allows
access for all machines with the Network Number 172.16.1.X in the range 172.16.1.0 –
172.16.1.63
The value of X which in this example is represented in the right-most text field of the Network
Number defines the range of Host IDs. The Network Number Preview text boxes display the
results of applying the Subnet Mask to the Network Number.
If Classless Inter-Domain Routing (CIDR) is selected then the Subnet Mask will be
transformed to its equivalent CIDR block prefix as displayed below:

EPM Configure
The Network Number Preview text boxes display the results of applying the Subnet Mask or
CIDR block prefix to the Network Number. The value of X has been changed to show how the
range of permitted Host IDs displayed in the Network Number Preview has been increased
from 172.16.1.0 – 172.16.1.63 to 172.16.1.65 – 172.16.1.126
Select Allow or Deny to specify whether or not the communication is permitted.
5.6.2.2 Rule Ordering

When rules are created then the order in which they are listed is important as they are
evaluated in consecutive order from the top to bottom. If the IP address of the calling machine
matches the specific IP address or range in the uppermost rule in the list then communication
is allowed or denied on the basis of that rule alone. If there is no match then evaluation of the
rules continues onto the next. In a situation where the IP address of the calling machine does
not match any rule then the default applies and all communication would be allowed. Rules are
stored as text in the IPFilters.ipt file which is located in the C:\Program Files\Business
Objects\EPM folder by default. This location can be changed using the Browse button.
5.6.2.3 Changing the assigned port from the default settings

The ALTransportCoordinatorService coordinates traffic between the various EPM Servers and
a client. The ports allocated to each server and the permitted range of ports available for
allocation is recorded in the ALTransportCoord.cor file.
Following a server type installation, ALTransportCoordinatorService is assigned by default to
port 6790. Unlike the other services the ALTransportCoordinatorService runs on both client and
EPM server machines. At startup the value for the port for this service is initialized from a value
held in the ALTransportCoord.loc file.
It is possible to manually edit the ports that the various servers use by altering the port value
setting on the LocalServerMap line in the ALTransportCoord.cor file. When the
ALTransportCoordinatorService is restarted the servers will use these new values. The default
range of ports used by the ALTransportCoordinatorService is from 6791-7790.

5| EPM Configure
If the ALTransportCoordinatorService value is altered (i.e. the RemoteCoordinatorPort value)

then the .cor and .loc files on all other EPM clients will require amending to reflect this change.
Once changes have been made then the ALTransportCoordinatorService must be restarted so
that it uses the new settings.
On uninstall the ALTransportCoord.cor and ALTransportCoordinator.loc files are not deleted
but remain in the Program Files\Business Objects\EPM directory. The former is however
changed as all references to the deleted services are removed, retaining only the values for the
RemoteCoordinatorPort server port and the range of ports. These values will be used on re
installation.
5.6.3 EPM Model Directory Selection

Click Next to accept the default Model Directory or click Browse to navigate and change the
directory. The amount of recommended, minimum and available disk space is displayed in this
screen for your information.
Tip: It is strongly advisable to select a drive with a large amount of free disk space and Read &
Write access, as this folder will be used to install your EPM models, which are likely to be a
substantial size.

EPM Configure
Click Next to continue to the Test Connection screen from which you can test your connection
to an EPM Server or return to edit your configuration options.
Click Next to continue to the License Key Configuration screen whilst testing your connection
to the EPM Server. The EPM Server service will be stopped and restarted when the ‘Next’
button is clicked.
5.6.4 License Key Configuration

The License Keys screen is displayed in which you can modify your license keys required to
access specific EPM options.
The following options are available:
Add - to add new license keys from a text file
Load - to load a collection of license keys from an ELF file.
Remove - to remove an existing license key
Clear All - to remove all license keys.
All serial numbers available from your selected database will be displayed here.
Serial Numbers in EPM

All installations of EPM need a permanent or evaluation product serial number to be added in
the Registration Information screen. This gives access to the next step of the installation
displaying the available components that can be installed. If the serial number added is correct
then a list of the components you have available is displayed in the list box.
Serial numbers allowing a predefined number of users access to different EPM applications
(i.e. ModelBuilder, BookBuilder and EndUser) should be added on the EPM Server machine.
The appropriate licenses will be picked up from this location when the respective users access
EPM through the different applications. These numbers are stored in the EPO database to
prevent duplication but must be registered on the EPM Server.
For more information on Licensing see 3.5

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The EPM options or components that are available with each license key are displayed in the
lower window when the key is selected in the upper window (e.g. EPM component access,
User number limits).
5.6.5 Database Auditing Selection

The EPM Database Auditing screen allows you to enable or disable database auditing. This is
a global database setting. EPM models still require auditing to be enabled individually before
auditing information is collected and can be displayed.
For further information on database auditing, please refer to the EPM Database User Guide
for Oracle or the EPM Database User Guide for Microsoft SQL Server, as appropriate.

EPM Configure
If you choose to alter the current selection, a dialog box will appear, asking you to confirm that
you now wish to disable/enable database auditing.
5.6.6 Server Component Registration

The Register Components screen allows you to register the EPM components you wish to
install. You will see all server components available across all server machines in this screen.
This allows flexibility in where the components are available (for example moving the Primary
EPM Server from one machine to another where essential maintenance is required).
If the installation is a Primary EPM Server installation all the check boxes will be editable. You
can alter which components are to be registered on all Server machines from this screen.

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If the installation is not a Primary Server only the check boxes corresponding to that machine
name will be editable.
If Work Manager Server was selected see 5.7 to configure the Server options.
If the Web Server is installed on this machine see 5.11 to configure this component.
If Report Manager Server is installed on this machine see 5.12 to configure this
component.
If no other EPM components are installed on this machine see 5.10 to continue the
configuration.

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Work Manager Server Options |5
5.7 Work Manager Server Options
Enter your EPM Administrator username, password, SMTP address and SMTP Port
information in the Workflow Options screen. This screen defines the security information used
by Work Manager.
The configure for Auditing options allows you to configure which actions are logged in the audit
log when a state changes in Work Manager. Simply select Configure and select the relevant
options using the check boxes. This audit log is global throughout Work Manager.
Select Next to continue configuration.
If no other components are to be configured as detailed above see 5.10 to continue

the configuration.
If EPM client was selected and this machine is not to be a Model Server see 5.9 to
configure the EPM Client.
If this machine is a Model Server and the Web Server is installed see 5.11 to
configure the EPM Web Service options.
If Report Manager Server is installed and this machine is a Model Server see 5.12 to
next configure this EPM component.
5.8 EPM Single Sign On (SSO)

EPM can be configured to use Standard Security where the user logs into each application
separately, or it can be integrated into the existing network security environment allowing
Single Sign On (SSO).
The advantage of the latter is that, as long as the EPO database contains a user name that
matches one in the selected SSO type, having logged onto the computer a user can open any
of the EPM applications that their role allows without entering a password.

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EPM Single Sign On (SSO)
EPM can be integrated into a Windows NT, Active Directory or LDAP compliant environment.
Selecting either EPM Standard Security or Windows NT Security options requires no further
configuration.
If either the Windows Active Directory Security or LDAP security options are selected, the user
will be able to specify connection parameters that will return the user name from either the
Active Directory or the LDAP directory.
'Enable Secondary Logon' can be checked for the Win32 and/or Web applications. This
enables users to manually log into the Web using a secondary username, if logging onto the

EPM Configure
EPM Single Sign On (SSO) |5
Web through Single Sign On fails for any reason. Provided ‘Enable Secondary Logon’ has
been set during EPM Configure, the usual login form will be displayed.
Both the Active Directory (above) and LDAP (below) configuration screens contain an area to
enter parameters to return a username from a directory, an area that previews the request
using the current user and computer settings and an area containing an explanation of use of
the macros with an example.
By default the username request area is preconfigured with typical parameters that should
return the username of the current user to the EPM application. This can be tested by clicking
on the Test button which will return a success message if the username request succeeds.
The macros %DOMAIN% and %USER% are used to pick up the domain and the username for
the current user from the computer. The username request parameter should be modified to
suit other environments.
The final ‘user’ parameter in the Active Directory username request specifies the information
type requested.
If LDAP Security is selected the ‘machinename’ and ‘port’ parameters in the LDAP username
request should be replaced with the actual values. Parameters other than ‘cn’ and ‘dc’ can be
utilized in building the Distinct Name (DN) that comprises the username request parameter for
the LDAP server e.g. ‘ou’ and ‘uid’.
5.8.1 Linking BusinessObjects Enterprise to EPM

The Enterprise security option may be available on the dropdown. If the user selects it they will
be able to establish a link to EPM from applications in BusinessObjects Enterprise such as
InfoView. This is done by copying a folder containing linking files into a specific location. The
link is then created automatically. For full details, see the BusinessObjects Enterprise
Integration Guide.

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EPM Client Configuration
5.9 EPM Client Configuration

To configure EPM as a client choose the Client radio button from the EPM Installation Type
screen and click Next.
If this machine is to be a Server installation for Web Server, Work Manager or Report Manager
but not a Model Server the DCOM security must be setup up. See 5.3.1 for details on how to
do this.

EPM Configure
EPM Client Configuration |5
5.9.1 EPM Client Setup
The Client Setup screen is displayed and you are requested to enter the name of the EPM
Server into the dialog box or click Browse to search for the relevant server.
If you requested to Browse, the following screen will be displayed for you to navigate your way
to the appropriate server.
NOTE: The server setting selected will be written to the computer’s Registry. Local
Administrator rights are required for this setting to be written to a central location. If the person
configuring this setting does not have Local Administrator rights then an “override” Registry key
will be generated, and this setting will be used in preference to the centrally configured “default”
server setting.

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EPM Client Configuration
Once selected you will be taken to the previous screen, your chosen computer will appear in
the dialog box and you should now click Next to continue.
5.9.2 EPM Work Manager Client configuration

If you have chosen to install the Work Manager Client components (see 4.7.4.1 Work Manager
Client components installation) then you should now be presented with the Work Manager
Client configuration screen. This simple screen asks you to input (or browse for) the name or IP
address of the EPM server which has the Work Manager Server components installed upon it.
For more information see 5.5 Work Manager Client Configuration.
5.9.3 EPM Server Test Connection

Having entered a Server you now need to test the connection between the Server and your
machine. Click Next to test this connection.
The ‘Test Connection’ button tests whether the database connectivity information supplied in
previous screens is sufficient to make a connection to the current EPO database server, and
also checks whether the EPM Server service on the Primary Model Server can be connected
to.
If EPM Web Service is installed and to be configured see 5.11.
If EPM Report Manager Server is installed and to be configured see 5.12.
In all other cases see 5.10 to continue configuration.

EPM Configure
EPM Log Files Location |5
5.10 EPM Log Files Location
Log files are generated by EPM (such as error logs). You are prompted in the EPM Log Files
location screen to define a suitable folder in which these files are to be saved. You will need
Read / Write access to this folder. Here you can choose to accept the default directory or
browse to a chosen location. Select Next to continue the configuration.
To finish configuration where neither the Web Service nor Report Service is to be
configured see 5.13.
If EPM Web Service is to be configured see 5.11.
If Report Manager Server is to be configured where the Web Service is not to be

configured see 5.12.
5.11 Web Server Configuration

Configuration of the Web Server used in EPM is dependent on the type of Web Server to be
installed. There are currently two optional Web Servers which can be used in EPM, namely IIS
or Business Objects’s propriety EPM software.
The following steps are mainly similar whichever Web Server is to be used. There are two
options presented:
• IIS Web Server Configuration
• EPM Web Server Configuration
To configure the IIS Web Service see 5.11.1

5| EPM Configure
Web Server Configuration
To configure the IIS Web Proxy Service see 5.11.2
To configure the EPM Service see 5.11.3
5.11.1 IIS Web Server Configuration

The Web Server should be configured as detailed below.
First you must specify where the IIS ASP files are to be stored and the Web Server URL. The
default destination will appear in the respective edit boxes on the screen.
The system account user must have full access to the EPM Temp directory in order to ensure
temporary files are cleaned up correctly.
The machine’s IP address may be used here but this must also be used by Web Clients. Web
Clients trying to access a Book using details alternate to those specified in this screen will not
be allowed access (i.e. using the URL address instead of the IP address).
When using IIS Web Server the IIS Web Files Directory should be specified as the standard IIS
Directory. By default this is \inetpub\wwwroot\EPM. Read & Write access will be required to
this directory.
Once these are defined select Next to update the web files.
The IIS Web Server URL address should end in EPM.
Select Next to continue IIS web server configuration.

Depending on the license options purchased there will be a number of choices available when
configuring the type of security required to access books over the web.
The default option is EPM Standard Security that requires each user to log into the EPM web
server each time a book is accessed. The other options integrate EPM security with existing

EPM Configure
Web Server Configuration |5
network security so that logging into the computer authenticates a user for access to EPM i.e.
Single Sign On (SSO).
Selecting either EPM Standard Security or Windows NT Security options will require no further
configuration.
For details on the correct configuration of Windows Active Directory and LDAP Security see
previous section 5.8.
For an example of how to configure EPM to work with Web security see the EPM
Administration & Security Guide.

5| EPM Configure
The web files are then updated and a monitor bar displays progress. Once the bar is full select
Next to complete configuration.
Where IIS is used as the Web Server please check the correct settings have been configured
within IIS after the EPM Configure (see 5.11.4).
If Report Manager Server is installed see 5.12 to configure this option.
Otherwise to continue configuration see 5.10.
5.11.2 IIS EPM Web Proxy Service Configuration

The following details an alternative method of connecting to the EPM web server when using a
Proxy server. This method puts an extra bridge in the connection from the client software to the
EPM Web Server.
This is needed when a firewall is present on the system. A firewall makes connecting via
DCOM much more difficult so the new ‘bridge’ uses TCPIP & HTTP to pass through the
firewall.
This facility is only available when using IIS as a Web Server. The proprietary EPM Web
Server does not support the Web Proxy Service.
The basic IIS Web Server configuration is identical to the process detailed in the previous
section.
The following section outlines the basic system architecture to use the EPM Web Proxy
Service facility and how to configure the additional options in the EPM Web Server
configuration screen.

EPM Configure
5.11.2.1 SYSTEM ARCHITECTURE
The system architecture should be something similar to below:
Internal Network
The internal network will contain the Host IIS Web Server, which will connect to the primary
EPM server in the normal manner.
DMZ
This will contain the proxy IIS Web Server, which must have a 1 – 1 relationship with the Host
IIS Web Server.
Note: Where multiple proxy Web Servers are used each must connect to a corresponding host
Web Server.
External Client
This is the web user using Internet Explorer to connect to the URL of the Proxy IIS Web Server.

5| EPM Configure
5.11.2.2 EPM WEB PROXY SERVICE CONFIGURATION

The EPM configure utility now contains a ‘Use EPM Web Proxy Service’ option at the bottom of
the EPM Web Server Configuration screen. This option should only be checked to configure
a proxy Web Server for EPM.
The Host IIS Web Server should be configured in the usual manner for an EPM installation.
Do Not check the EPM Web Proxy Service option in the EPM Web Server Configuration
screen.
The Proxy IIS Web Server should have the EPM Web Proxy Service option checked in the
EPM Web Server Configuration screen.
Details on how to configure this are below:
• EPM Web Proxy Service Check Box: Click this if you wish to use the EPM Web Proxy
Service on this Web Server.
• Proxy URL Edit Box: This should contain the location of the local web client software
with ‘/tun’ added onto the end of the URL to use the EPM Web Proxy Service.
E.g. //YourMachineName/epo/tun
• Destination URL Edit Box: This should contain the address of the host IIS Web Server
connecting to EPM.
E.g. //HostInternalEPMWebserver/epo
Note: It is possible to use an IP address when configuring the Proxy URL and the Destination
URL but the user must use this IP address as the URL in the Internet Explorer web client rather
than the DNS machine name.

EPM Configure
When using the EPM Web Proxy Service extra ASP and graphics files are present after a web
service installation. These are the files that are used by web clients and will appear in a sub
directory (\TUN) under the default EPM WebFiles directory on the EPM Web Proxy Web
Server.
5.11.2.3 WEB CLIENT ACCESS

When using the EPM Web Proxy Service facility, the web client (using Internet Explorer) needs
to add ‘/tun’ to the URL to access Books over the web.
E.g. Where the proxy Webserver is called QATEST1 the user would type:
http://qatest1/epo/tun
Select Next to continue IIS web server configuration. The web files are then updated and a
monitor bar displays this progress. Once the bar is full, select Next to complete configuration.
Where IIS is used as the Web Server please check the correct settings have been configured
within IIS after EPM Configure (see 5.11.4).
If Report Manager Server is installed see 5.12 to configure this option.
Otherwise to continue configuration see 5.10.

5| EPM Configure
5.11.3 EPM Web Server Configuration

EPM Web Server is configured by specifying the port to be listened on, the temporary image
directory and the Web Server URL to be used. EPM Configure will default to use a suitable
available port but can be configured to use another.
The system account user must have full access to the EPM Temp directory in order to ensure
temporary files are cleaned up correctly.
IMPORTANT: The EPM Web Proxy Service is not available when using EPM Web Service.
If you choose to use a port other than the default suggested (in this case 80), then this port
number needs to be added after the EPM Web Server URL, preceded by a colon.
For Example:
http://YourMachineName:82
where 82 is the alternative port required.
Additional ports to be used for the EPM Web Server must be operational in order to connect to
Web Books successfully. If an invalid port is specified in EPM Configure you will not be able to
successfully login to the application using the port.
Select Next to continue EPM web server configuration.
To configure EPM Report Manager Server if installed see 5.12.
To continue with configuration see 5.10.

EPM Configure
5.11.4 Post Installation: IIS Configuration
In order to complete the installation of the EPM application you are required to configure
Microsoft's Internet Information Server (IIS). To administer IIS it is necessary to have the 'IIS
Admin Service' running (check Services in Control Panel to ascertain the current status of this
service).
To see the IIS properties associated with your EPM Application, select and expand the
machine running your EPM Web server in the IIS Management screen. Right click on ‘Default
Web Site’ or the virtual directory containing the EPM directory and choose ‘Properties’.
The two most significant configuration settings for IIS are Anonymous Access settings (see
5.11.4.1) and IIS Timeouts (see 5.11.4.2). You must implement these settings to ensure your
Web access operates correctly. Some special configuration options are required for Windows
2003, which uses IIS 6 (see 5.11.4.3). Additional options must be set for very large EPM
models that use IIS 6 under Windows 2003 (see 5.11.4.4).
By default the Web Files for your EPM Applications should be created in the directories at
C:\Inetpub\wwwroot.
It is advisable to stop and restart your IIS service to ensure that the changes become effective
immediately. This can be done by selecting the context menu from the top node in IIS Manager
and selecting Restart IIS.
Your EPM web pages should now be available from your browser. You can check this by
navigating to: http://yourwebservername/epo/about.asp where ‘YourWebServerName’ is the
name of your EPM web server.
5.11.4.1 Anonymous Access Settings

A user must then be defined for IIS Anonymous access. This can either be the default IIS guest
account or a personally defined user with similar access rights. This user must have read /
write access to the EPM directory and the EPM webfiles directory. Set a suitable password for
this user. On a single machine environment the default IUSR_USER is normally sufficient.
Next return to Internet Information Services Manager and select Properties from the right click
context menu for Default Web Site. Select the Directory Security Tab and then choose Edit
from the ‘Anonymous Access and Authentication Control’ area.
In the Authentication Methods screen ensure that Anonymous access is checked and select
Edit for the ‘Account Used for Anonymous Access’ option.
In the Anonymous User Account screen define a windows account user. This can either be the
default IIS Guest Access account or a personalized user on your PC. This user must have
sufficient access to the EPM directory and web files (ensure this user is set up on the machine
within Control Panel \ Computer Management \ Users and Groups). Set a password for this
user in the box provided and ensure that ‘Allow IIS to control password’ is unchecked.
These anonymous access rights are not required when using the EPM Web Proxy Service.
The default IIS access provided is sufficient with this service, as it does not use COM security.
When EPM is used with the DCOM transport layer then this account should be modified to use
a Domain User account to allow the anonymous internet session to have sufficient privileges to
have access to remote (i.e. distributed) services.
IMPORTANT: The user defined under anonymous access must be added to the DCOM
settings of any primary and secondary model servers and web servers to allow users to login
through the web to models based on alternative model servers.
These users must have access rights across the Domain in which the EPM system is installed.
5.11.4.2 Home Directory and Timeout Settings

When a request for data or a book is sent to EPM, it may involve complex calculations that take
time, before the response can be sent back to the web client. Due to this, it is essential that IIS
timeouts be configured correctly to account for large processing times in your models.

5| EPM Configure
Right click on Default Web Site or the virtual directory containing the EPM directory and choose
properties. On the Properties dialog box select the Web Site tab. Set the Connection Timeout
to a time greater than you would expect any model requests / calculations to take.
Now select the Home Directory Tab as shown below.

EPM Configure
The default access permissions of 'Read' and 'Scripts Only’ are sufficient to allow access to the
EPM web files and can be left at these settings. To avoid possible COM surrogate errors the
Application Protection option must be set to ‘High (Isolated)’ and default COM Security
changed to include the IWAN_USER account (see 5.3.1).
Now click on Configuration to set the Configuration options.

5| EPM Configure
On the Configuration Options tab, set the ASP Script timeout to a time greater than you would
expect any model requests / calculations to take.
5.11.4.3 Additional Windows 2003

When an IIS Web Server is installed on Windows 2003 additional options must be set.
• Using the Windows 2003 option pack Active Server Pages should be installed.
• Active Server Pages must also be selected. Start the Computer Management utility
and select Internet Information Services and Web Service Extensions. Set Active
Server Pages to ‘Allowed’.
• Once IIS is installed the option to “Run WWW Service in IIS 5.0 isolation mode”
must be selected within Web Site Properties. Under Default Web Site the
application protection setting should be set to High (isolated). These settings enable
EPM Web pages to be displayed successfully.
5.11.4.4 Configuration for IIS 6 using Large EPM Models

When viewing a book over the web all Dimension information and Alias information is
transferred to the IE client when a model opens. For very large models, e.g. with hundreds of
thousands of Dimension items, the IIS 6 configuration needs changing to accommodate these
large transfers.
NOTE: For the following change to take effect, Windows 2003 Server SP1 must be installed.
For more information on the cause see Microsoft Hot Fix issue: 826756.

EPM Configure
On a standard IIS 6 installation, the AspBufferingLimit is set to 4 MB. This value is too low for
large EPM models and needs to be increased. The amount to increase by is dependant on the
number of items in all the dimensions although there is currently no way to accurately
determine a relationship. As a guide, a model with 500,000 dimension items operates correctly
with a buffer limit of 400MB. You are advised to increase the limit until no further problems are
encountered. If in doubt contact your Business Objects consultant.
To change the IIS AspBufferingLimit:
1. Stop IIS using the Restart IIS option in the Internet Information Services Manager.
2. Edit the file C:\windows\system32\inetsvr\MetaBase.xml file using notepad.
3. Locate the option AspBufferingLimit=”xxxxxxx” where xxxxxxx is a numeric value.
4. Change to the new value and save the xml document.
5. Start ISS.
5.11.4.5 Multi Domain Environments

In an environment where your web server is communicating across a domain to the
application server you should use an account that has privileges that span the domain.
The default IUSR account is specific to the web server machine and may not have the required
domain privileges. Where several Web Servers exist on an EPM system, different domain
users must be used to avoid a conflict of access permissions between the Web Servers.
For a multi-domain environment you should consider an account that can span the
domains and should ensure that the domains participate in a trust relationship.

5| EPM Configure
Report Manager Server Configuration
5.12 Report Manager Server Configuration

Report Manager may be installed in conjunction with additional EPM components (e.g. Model
Server, Web Server) on the same machine or may be installed with only EPM Core
components.
When configuring Report Manager Server you will be prompted to enter a network address for
the Report Service to bind to. This should be the IP address or the DNS name of the machine
the Report Manager Server is installed on. If you are installing Report Manager Client this
screen will not appear.
Enter the IP address in the edit box followed by a colon and a port number that is not currently
being used.
Once this format is satisfied the Add button will become active. Select Add and then Next to
continue with the configuration of EPM.
5.12.1 Report Service Configuration

Whether reinstalling Report Manager Server as an upgrade or installing for the first time, the
network user account used when processing reports must be set in Services. This may be
done either during installation or post installation.
By default the Report Manager Service is associated with an inbuilt computer account, which
will not have the required privileges to use a printer. In order to change this, click on the
‘Change’ button, which will open the services Administration window. Locate the Report
Manager service, right click and select Properties. Within the Logon tab, set the account to
This Account and browse to a network user account that has privileges to print from that
machine. Enter and confirm the password for this account and apply these changes.
The warning message will no longer be displayed and you should now be able to successfully
print reports using Report Manager.

EPM Configure
Finish Screen |5
To perform this configuration post-installation click on Start | Settings | Control Panel |
Administrative Tools | Services, locate the Report Manager service and follow the steps
above.
To continue with configuration see 5.13
5.13 Finish Screen

Assuming a successful connection the following screen is displayed. You are now advised that
EPM has been successfully installed with a list of the installation options you have specified.
5.14 EPM Book Viewer Configuration

The configuration of EPM Book Viewer is initiated following the installation procedure described
in 4.6.12. All that is required is to connect the Book Viewer client to the server, using the EPM
Client Connection Wizard.
You are requested to enter the name of the EPM Server or click Browse to search for the
relevant server. (Refer to section 5.9.1 for further details.)

5| EPM Configure
EPM Book Viewer Configuration
Select the ‘Configure DCOM Manually’ checkbox and then click Config DCOM if you wish to
configure your DCOM now. Alternatively, you can complete the installation and perform this
manually later. (Refer to section 5.3.1 for further details on DCOM Configuration.)
Select Next to continue to the Test Connection screen from which you can test your connection
to the EPM Server (the Primary Model Server).

EPM Configure
EPM Book Viewer Configuration |5
If connection is successful, you will be prompted to define a suitable folder for temporary files
to be saved to. You need to ensure that members of the EndUser group have full Read / Write
access to this folder. You can choose to accept the default directory or browse to a chosen
location.
Select Next to continue to the Finish screen, which will give details of your successful
connection. Press the Finish button to close the EPM Client Connection Wizard.

5| EPM Configure
EPM Book Viewer Configuration

DCOM and Firewall Settings
with EPM
6| DCOM and Firewall Settings with EPM
Client Server Communication
6.1 Client Server Communication

The Business Objects range of products uses a mechanism called DCOM to establish two-way
communications (via TCP/IP) between the client software and server software.
EPM has a comprehensive security mechanism designed to control every aspect of a user’s
access to the system. However, DCOM also contains authentication intended to limit
communication between clients and servers to only authorized users. This extra authentication
layer imposed by DCOM is somewhat redundant and can overcomplicate installation, as
permissions need to be configured for EPM services.
Where the client workstation accesses the server through a firewall numerous extra ports have to
be opened in the firewall to enable DCOM authentication to take place. By removing DCOM
authentication and implementing COM Internet Services (CIS) then DCOM communications can
be reduced to a single port.
Disclaimer: this suggested configuration may have negative effects for a client workstation
accessing other servers, which have not been reconfigured to use CIS. After reconfiguring your
client workstation to communicate with the Business Objects application server, your workstation
may not communicate properly on other servers in the network.
6.2 Configuring EPM servers and clients to
communicate without DCOM
The following section describes the process of removing DCOM from a client-server setup where
the client is installed on Windows 2000 Professional that belongs to a workgroup called
“workgroup”. The user is logged on as a standard user accessing the EPM server software running
on a Windows 2003 Server in a domain called “domain.local”.
The client workstation is connected to the LAN via a hardware firewall whilst the domain controller,
DNS server and EPM server are all behind a firewall in a DMZ.
The removal of DCOM authentication should ideally be done before any system goes live.
However if these changes need to be applied to a production environment then you must ensure
that all users are logged out of EPM and that all models have closed down before starting.
It is possible to confirm that the EPM services have automatically stopped by inspecting the status
of the services in EPM Service Manager. This is accessed from Start | Programs | Business
Objects | Tools | EPM Service Manager.

DCOM and Firewall Settings with EPM
Configuring EPM servers and clients to communicate without DCOM |6
6.2.1 Server Configuration for Windows 2003

Launch the DCOM Configuration utility using the Start | Run option and enter “dcomcnfg” in the
text box then press the “OK” button. The following dialog box will open:
Expand the “Components Services” by pressing the “+” sign to the left then expand “Computers”,
and “My Computer” and finally click on the “DCOM Config” folder.
In the right hand pane select the “EPMServer” COM object and from the right click menu select
“Properties”. On the “General” tab change the “Authentication Level” to “None” using the drop-
down box.

Configuring EPM servers and clients to communicate without DCOM
Under the “Security” tab set the “Access” and “Launch Permissions” radio buttons to Customize.

Configuring EPM servers and clients to communicate without DCOM |6
In the “Launch Permissions” group box click the “Edit…” button then use the “Add...” button to add
the “ANONYMOUS LOGIN” group and set its “Launch Permission” to “Allow”.

Channeling all DCOM communications through a single port
Next, in the “Access Permissions” group box press the “Edit…” button then use the “Add...” button
to add the “Everyone” group and set its “Access Permission” to “Allow”.
At the properties dialog box press the “OK” button to return to the “Component Services”
application dialog box.
Repeat these steps for both the COM objects “EPMMain” and “EPMModel”. When complete
restart the server or restart the “EPMServer”, “EPMMain” and “EPMModel” services.
6.3 Channeling all DCOM communications

through a single port
All DCOM communications can be channeled through port 80 using the HTTP protocol. This is
achieved by configuring COM Internet Services (CIS) to keep the number of paths through a
firewall to a minimum.
The following section describes the process of channeling all DCOM communications through a
single port in client-server setup where the client is installed on Windows 2000 Professional and
accesses an EPM server running Windows 2000 Server software.
The client workstation is connected to the LAN via a hardware firewall whilst the domain controller,
DNS server and EPM server are all behind a firewall in a DMZ.
6.3.1 Client configuration for Windows 2000

Channeling all DCOM communications through a single port |6
Support for COM Internet Services is included in Windows 2000. To enable CIS for a client you
need to add the tunneling TCP protocol to the DCOM protocols list launch “DCOMCNFG” utility
from the run option (see section 6.2.1)
Select the “Default Protocols” tab and use the “Remove” button to remove all protocols.
Use the “Add” button to add “Tunneling TCP/IP”. Select the “Default Properties” tab and enable
“Enable COM Internet Services on this computer”. The client will need rebooting before the
changes take effect.
6.3.2 Server configuration for Windows 2000
On the Windows 2000 Server, CIS requires that the Internet Information Server (including the IIS
Manager) is installed and working. CIS should not be installed on a server running Microsoft Proxy
Server because these two services are incompatible and will not work correctly together.
If your server is multi-homed i.e. has a network card with two or more IP addresses then you must
ensure that the EPM client software is configured to refer to the server by its DNS name and not
one of its IP addresses.
From the Control Panel, select “Add/Remove Programs” and click “Add/Remove Windows
Components”. Click the “Components” button to start the wizard. Select “Networking Services”
and click the “Details” button.

Channeling all DCOM communications through a single port
Select the “COMM Internet Services Proxy” check box and click OK.
As for the client, enable Tunneling TCP/IP by running DCONCNFG (see section 6.2.1). Select the
“Default Protocols” tab and use the “Remove” button to remove all protocols.
Use the “Add” button to add “Tunneling TCP/IP”. Select the “Default Properties” tab and enable
“Enable COM Internet Services on this computer”. The client will need rebooting before the
changes take effect.

Firewall Configuration for EPM |6
6.4 Firewall Configuration for EPM
The table details the recommended firewall configuration required to allow the successful
installation and operation of EPM in a typical client- server setup.
Nº Description Type Port(s) LAN> DMZ>

>DMZ >LAN
1 DNS TCP/UDP 53 Y Y
2 Echo Reply ICMP 0 Y Y
3 Destination Unreachable ICMP 3 Y Y
4 Source Quench ICMP 4 Y Y
5 Redirect ICMP 5 Y Y
6 Echo ICMP 8 Y Y
7 Router Advertisement ICMP 9 Y Y
8 Router Solicitation ICMP 10 Y Y
9 Time Exceeded ICMP 11 Y Y
10 NetBIOS NS TCP/UDP 137 Y Y

11 NetBIOS DGM TCP/UDP 138 Y Y
12 NetBIOS SSN TCP/UDP 139 Y Y
13 SMB TCP 445 Y Y
14 Kerberos UDP 88 Y Y
15 LDAP UDP 389 Y Y
16 HTTP TCP 80 Y Y
1 (DNS)
This is used by the installation process of the EPM client software to determine whether it can
resolve the EPM server name just prior to issuing a ping to test whether it can communicate with
the server computer itself. Also the process of the client workstation actually logging on to the
domain and DCOM itself uses DNS lookups.
2-9 (ICMP)
The installation process for the EPM client software pings the named EPM server to test
communications with the server.
10-13 (NetBIOS/SMB)
This is the main set of services use by a client computer to access server resources like shares
etc… These services are also used during the logon process.
14-15 (Kerberos/LDAP)
These services are used during the logon process to locate user and computer objects and
authenticate the workstation to the domain.
16 (HTTP)
This is the protocol used by CIS to channel all ports for the client-server software in EPM to
communicate using DCOM over a TCP/IP network. The DCOM Dynamic ports usually cover the
range 1024-65535 by default; however CIS channels all of this traffic through port 80.
Network Address Translation is not allowed

You must ensure that the IP address used by the client application to contact the server is the
actual IP address bound to the network card of the server. In other words, the firewall must not
perform network address translation on the servers IP address, as this will stop DCOM
communications from working.

Limiting DCOM Dynamic Ports to 5000-5200
Whilst you may be able to PING successfully DCOM will not work.
6.5 Limiting DCOM Dynamic Ports to 5000-5200

To limit the ports used by DCOM Dynamic to 5000-5020 on the Windows 2000 Server operating
system you will need to modify the registry as follows:
Open the registry editor by running the REGEDT32 utility from either a command prompt or by selecting Run from the
Start menu and typing the command into the text box.
Do not use REGEDIT utility, as this does not support the registry modifications required.
Within the Registry Editor window expand the “HKEY_LOCAL_MACHINE” window to full.
Navigate to “Software\Microsoft\Rpc” and using the options under the Edit menu, create the key
“Internet” under the “Rpc” key. Inside that key create three new values as follows:
Name Type Value

Ports REG_MULTI_SZ 5000-5020
PortsInternetAvailible REG_SZ Y
UseInternetPorts REG_SZ Y
The “Ports” value “5000-5020” makes only these ports available to DCOM dynamic
communications. This is the recommended minimum value because Windows itself and other
applications will also use DCOM. For this reason it’s impossible to state exactly the minimum
number of ports that should be configured.
As a rule of thumb if you experience problems as a result of these changes then the range should
be increased from 5000-5020 to 5000-5030 or more as required. However don’t forget to also
increase the range configured in the firewall’s Allow rule to match any increases in range.

Limiting DCOM Dynamic Ports to 5000-5200 |6
Disclaimer: this configuration may have negative effects for a client workstation accessing
other servers, which haven’t been reconfigured to use CIS. After reconfiguring your client
workstation to communicate with the Business Objects application server, your workstation
may not communicate properly on other servers in the network.

Limiting DCOM Dynamic Ports to 5000-5200

Checking the Installation
7| Checking the Installation

Basic Checking
7.1 Basic Checking

Note: If login security is configured to use Single Sign On (SSO) then the Login dialog
screen will not appear when any EPM application is opened.
In order to work, SSO requires that an EPM login is created that exactly matches a users
NT, Active Directory or LDAP login (see Administration and Security Guide for more
details). As these EPM logins do not exist in a newly installed system, when first logging
in as the administrator, the user must bypass the SSO security. To achieve this, open
Model Builder and cancel the error message. To then open the Login dialog screen hold
down the Shift key and click on the login icon on the tool bar or use the keyboard
combination of Ctrl, Shift and L. Then enter the predefined administrator login and
password and click OK (see below). One of the first tasks is then to create the EPM
logins to allow other users to login.
Click on the Model Builder icon from Start | Programs | Business Objects | EPM to launch
the application.
The Login dialog screen will be displayed as shown below:
Enter your administrator user name and password.
Note: EPM applications have a pre-defined administration user called “Administrator”

with the default password “administrator”. You are strongly advised to change this
password after logging in as Administrator for the first time. A special function called
Change Password is provided under the Tools menu specifically for this purpose.

Checking the Installation
Basic Checking |7
The initial EPM screen will appear with a blank Model Selection box as below.
Select Model Admin to be taken to the model management screen where you can create your
first Model.
In the Model Administration screen select New.
Give your Model a name and if required a description and click OK.
Your newly created Model will appear on the Administration tab and can be opened by double
clicking on it or by selecting it and clicking the Open button.

7| Checking the Installation
Basic Checking
The main EPM Application screen is now displayed. You should now set up some of your
Users and Groups before proceeding any further with your Model.
Information on setting up security permissions and model administration is detailed in the
Administration and Security Guide.

Removing the Software
8| Removing the Software

Use Remove Programs
8.1 Use Remove Programs

Before removing the EPM Suite you should ensure that:
• All users have logged out of EPM applications (using EPM Monitor)
• All the EPM services have been stopped (using EPM Service Manager).
The software can be removed by the use of the uninstall program, accessed from
Add/Remove Programs in Control Panel.
Select the EPM Application you want to remove and click the Change/Remove button. You will
see a dialog similar to the one that follows, which demonstrates the removal of EPM.

Removing the Software
Use Remove Programs |8
You are then asked to confirm your intention in the next screen. Select Finish to progress with
the uninstall.
A progress screen will appear:

8| Removing the Software
Use Remove Programs
During the removal of your EPM Application you will be asked whether you want to remove the
Business Objects shared components. These are the files stored in Program Files \ Common
Files \ Armstrong Laing which include the Business Objects language editor and EPM
Configure utility. It is advisable to remove the files that are no longer required as they will be
reinstalled on the next EPM installation.
Caution: The Metify application provided by Business Objects shares some of the same
components as Activity Analysis. If you remove these at this stage Metify will no longer work.
These components can be restored by a re-install of either Metify or Activity Analysis. If you
choose not to remove these components Metify is unaffected.
Once your EPM Application has been successfully uninstalled, you MUST restart your machine
to complete the process.
If you do not restart your machine between removing the software and installation the following
error message will pop up.
Note: Do not simply delete the directories containing the EPM files.

Tips for a Smooth Installation
9| Tips for a Smooth Installation

Preparation
9.1 Preparation
Preparation is all-important. You should make sure before you begin that you have carried out
the following tasks. Time spent here may well save you trouble later.
• Evaluate the network environment in place at your site. Make sure you understand the
primary domain, shares, routers etc.
• Ensure that you have the necessary user names and passwords.
• If the client and server are on different NT domains, an NT trust relationship has to be
established. Contact your NT Administrator for assistance.
• Establish that clients can see the EPM Server through their normal logons. You can do
this by logging on as the client, and then checking that your machine can see the EPM
server via “Network Neighborhood”.
• Make sure that you have your EPM serial number(s) before starting.
• If at all possible, be able to contact a Network Administrator.
9.2 General Tips

The following are general tips that will help the installation go smoothly, or make maintenance
easier in the future:
• Install the software in the order recommended in Section 4 EPM Installation.
• Ensure your first client machine is installed correctly before moving on to the other
clients. This will make sure that any installation problems are dealt with once, rather
than once for each client.
9.3 System Administration

Please refer to the EPM Database User Guide for Oracle or the EPM Database User Guide
for Microsoft SQL Server (depending on your installation) for further advice on system setup.
However, please note the following points:
• Ensure you have adequate database housekeeping procedures in place, as log files
(especially transaction logs) can grow very large which can cause adverse effects on
the performance of EPM.
• It is recommended that the models directory where the ModelRes.EPM files are
created is added to the list of virus checking exclusions, as many temporary files are
created here when the system is running. These files are updated several times and
the virus checker would then continue checking these files if left switched on, thus
affecting performance.
9.4 Networking Advice

The following are common problems, mostly associated with network issues, which may cause
difficulties with an EPM installation:
• NT security requires you to log on to the primary domain in order to access its
resources. If you don’t log on to the primary domain, you will not be able to run EPM.
• The domain that the client logs onto must be trusted with the EPM server domain.
• Networking must be configured correctly on the EPM server. Without this, the clients
will not be able to see the server.

Web Client Deployment |9
• Remember that, under NT, the software is installed under an Administrator user, but
usually run on the client by a normal user. When you carry out a test following the
install, you should no longer be logged on as the Administrator.
9.5 Web Client Deployment

If you intend to deploy an EPM application to remote web users then there are some vital
pieces of information that you will need to consider to ensure that the deployment goes as
smoothly as possible.
The EPM web client uses Microsoft’s ActiveX technology to provide web users with an EPM
logon panel within their Internet Explorer browser. With each release of the EPM Suite comes a
new version of the signed ActiveX control ‘EPMDataConnection Control’ which will be placed
into the ‘Downloaded Program Files’ folder.
There are two alternative methods for installing the EPM ActiveX toolbar object:
• Web Download
• Web Client Installer Program
9.5.1 Web Download

By default Internet Explorer permits the downloading of signed ActiveX controls. This level of
security allows Armstrong Laing to deploy new versions of the control without any intervention
required by the web user.
Some organizations have stricter security policies that modify the default Internet Explorer
security settings and this can affect the downloading of the control. If security is set to ‘High’, or
signed ActiveX downloads are set to ‘Disable’, then the control will not download the newer
version and the web user will be unable to log onto the system.
The best method of resolving this problem is to add your web server’s address into the list of
Trusted Sites.
NOTE: Local administrator rights are required to effect any changes to Internet Explorer
settings. If you do not have local administrator access you will not be able to download the
ActiveX control if your current settings do not permit such downloads.

Web Client Deployment
To add your web server to the list of trusted sites:

1. Open Internet Explorer and choose Tools | Internet Options.
2. Select the Security tab and click on the Trusted Sites icon.
3. Click on the Sites… button to open up the list of trusted sites.
4. Type the name of your web server(s) and click Add to add it to the list.
5. If the checkbox ‘Require server verification…’ is checked then uncheck it unless your
web server address begins ‘https:’ denoting a secure site.
6. Click on the OK button to confirm your setting changes.
9.5.2 Web Client Installer Program

The Web Client Installer program is designed for use by System Administrators. It provides a
means of installing the EPM ActiveX web toolbar object without the necessity for the installation
to be performed by the client from within the web browser.
There are several benefits to using the installer program instead of the web download method.
These are:
The installation can be automated using a method such as Microsoft's System
Management Server. This type of program can also distribute the executable to all the
EPM clients at a convenient time.
The client machine can be updated with the correctly-versioned control before requiring
access to the EPM web books, thus reducing inconvenience.
A centrally-controlled roll-out of the installation will ensure that there is consistency of
software versions amongst the client community.

Web Client Deployment |9
To install the program on the client, simply run the executable WebViewerSetUp.exe that is
located in the 'Additional Installers' directory on your current EPM software CD. No reboot of
the client is required after installation.

Web Client Deployment

Troubleshooting
10| Troubleshooting
EPM System Information
10.1 EPM System Information

To assist you with determining the current status of your EPM system you should use the EPM
System Information tool (Programs | Business Objects | Tools). This tool provides many
features for monitoring and controlling the EPM services, users and models. In addition, this
tool is useful for providing information to Business Objects Helpdesk should you need to do
this.
The main features of this tool are:-

• Provides a summary of the server
• Checks pre-requisites are correct
• Monitors current users and the models they are logged in to
• Checks EPM settings (including file versions, logs, serial numbers and DCOM
settings)
• Monitors the status of EPM services and processes
• Gets information about EPM models (dimension statistics and value combinations)
All of this information can be encapsulated in a summary or detailed report which can then be
retained or may be requested by Business Objects Helpdesk for troubleshooting configuration
and performance issues.
10.2 EPM Error Messages

The following are some of the most common installation and configuration problems that you
may encounter. Details on the likely cause and actions needed to solve the problem are
included with each message.

Troubleshooting
EPM Error Messages |10
10.2.1 Incorrect EPM Support Version
This error occurs at installation on a Client PC when a different version of EPM is being
installed to that installed on the server.
To rectify this click OK and then click Cancel from the “Test Connection to EPM Main Server”
screen and the click Finish. EPM should then be uninstalled using Add/Remove Programs
from Control Panel and then reinstalled using the correct version.
10.2.2 RPC server is unavailable
This error occurs at installation when the client tries to access a server that is unavailable. This
could mean that either the server name is incorrect or that the server cannot be accessed.
To rectify this click OK on the error message and then click Back to return to the EPM Client
Setup screen. Check that the server name is correct.
If the server name is correct, check that the server is visible within Network Neighborhood. If it
is not visible, check the server and network connections.
Incorrect DCOM configuration may also be a factor. Check DCOM has been set up
successfully on all Servers required.
10.2.3 Class Not Registered

The ‘Class Not Registered’ Error message may appear after logging in to EPM. You may be
able to see models in the Model Selection screen but will not be able to open them.
This could be due to one of the reasons outlined below:
Different versions of EPM are installed on the same machine (i.e. AA & PP have different
Build numbers).
There is no EPM Server installed on the machine, only Model servers are present (PP or
AA) or the EPM Server is a different Build to secondary servers.
There is no installation of the required application but EPM Server exists (e.g. a PP client
trying to talk to an EPM Server that does not have PP installed but has AA present).

10| Troubleshooting
EPM Error Messages
10.2.4 File Name doesn’t start with %PDF

This error can occur on the Web client when trying to view a pdf. This is normally due to the
anonymous access account in IIS allowing IIS to control password (see 5.11.4.1).
10.2.5 COM Surrogate Errors

These errors can occur if you have neglected to set the Application Protection option under IIS
Default Web Site properties to ‘High (Isolated)’.
10.2.6 Connection Problems

10.2.6.1 Windows Client Access Problems
An Access violation error can occur when an EPM client attempts to connect to the Model
Server after a full installation and configuration. This error appears for a variety of reasons but
is generally caused by the inability of the client to connect successfully to the Model Server.
If this error appears it is advisable to consider the possibilities outlined below and follow the
appropriate steps for each respective problem.
After an Initial Installation:
If you receive this error message after an initial installation and configuration, check that the
model server is running and that the DCOM settings have been configured correctly. The
machine that you are attempting to connect from should be included in the DCOM access and
launch settings for EPMMain (depending on the application running) and for EPMServer. This
setting can be either individuals or an NT Domain group that has been granted suitable
permissions.
EPM has previously been successfully installed and accessed:
If you have previously been using EPM successfully but suddenly receive this ‘Access
Violation’ you should check whether the EPM Model Server is currently running and available.
If the server is not available then reboot the server to allow users to connect.
If the server is apparently running successfully and other users can connect, running EPM
Configure on the Client machine in question should reconnect to the server once more and
allow you to continue working.
10.2.6.2 No such interface supported

When using the Sockets method of Communication Transport, an error situation may be
generated if the IP filter settings are too restrictive. The message “No such interface supported”
will appear if the server is unable to provide the requested communication.
The message may appear as above, when unable to start an application, or alternatively it may
appear once an application has been opened that is unable to carry out an operation.
To rectify the situation, check the rules that have been defined in Advanced IP Filtering, to
ensure that they don’t block any IP services from that address.

Troubleshooting
10.2.7 Web Client Access Problems
An Access Violation error may occur when trying to log in as a Web Client if the Web Server
has not been configured with sufficient security privileges.
This could be due to several reasons outlined below:

DCOM Security permissions set on all Servers
Where EPM components are spread across several Servers, DCOM must be configured to
allow User access across all these machines. All users within the network domain who wish to
access EPM must be added to the DCOM security settings on all the Server machines (this
can be either individual users or user groups).
IIS Anonymous User Security

The user defined under Anonymous User authentication security does not have sufficient
security privileges. It is advisable to choose a user within the network domain who has read /
write access on the Web Server machine. If problems persist check this user is set up within
the DCOM Settings on the other Servers the Web Server communicates with.
10.2.7.1 Access Denied

This error may occur when trying to access the default Web Book using the Web Client. It
appears within the details accessed through a yellow warning icon to the bottom left of Internet
Explorer.
This may be caused by an incorrect web address being used, namely an IP address was
defined with the Web Server configuration screen but the address used by the Web Client is a
machine name.
Try entering the alternate address used for the Web Server to login to EPM.
Alternatively this may be caused when more than one Web Server exists on an EPM system
but the same IUSR account is used within Internet Information Services. Where several Web
Servers exist, different domain users must be used in IIS to avoid a conflict of access
permissions between the Web Servers.
10.2.8 Multiple User Web Connection Problems

If problems tend to occur when lots of users access web pages at the same time it may be due
to problems loading and unloading the required DLL on the Web Server. This problem may
manifest itself in various ways but the most common are “Web Page Unavailable” or general
CPU lock ups on the Web Server machine.
To rectify the problem certain DLL’s should be registered to keep them loaded in memory
longer. For more information on this process please contact Business Objects.
10.2.8.1 Web Page Unavailable

This can occur if using IIS as a Web Server after EPM has been installed. A web user will not
see the EPM banner page and this standard IIS error will be displayed.
To solve this problem check that the web files are stored in the default IIS folder (this is often
\inetpub\wwwroot\) by using EPM Configure. If an EPM folder does not exist under this path
then you may need to create an EPM subfolder in which to store the files.
File Structure
If IIS was not installed before the installation of EPM, a virtual directory will need to be created
in order to access the web files created during installation (usually underneath the default root
directory) on IIS.
To access the IIS configuration program open the Control Panel and select Administrative
Tools \ Internet Services Manager

10| Troubleshooting
EPM Error Messages
Select the 'Default Web Site' node and select New \ Virtual Directory from the right-click context
menu. This will evoke the Virtual Directory Creation Wizard. When prompted to supply an alias
name for the directory type "EPM”.
Report Server Configuration

If Report Server is installed but a port number is used in the configuration that is currently in
use by some other application then EPM web pages may not be accessed. Port 80 should
particularly be avoided in this case.
Changing the port number in the Report Server configuration screen to a free port should allow
access to EPM Web Books.
10.2.8.2 Connection Closed Gracefully

This error may appear when trying to login to the Web Client and is generally caused by
configuration issues. Check the Web Server settings are correct as defined in the EPM
Configure section.

Troubleshooting
Business Objects Information
Resources
A1. Documentation and information services

Business Objects offers a full documentation set covering its products and their deployment.
Additional support and assistance are also available to help maximize the return on your
business intelligence investment. The following sections detail where to get Business Objects
documentation and how to use the resources at Business Objects to meet your needs for
technical support, education, and consulting.
• Documentation
• Customer support, consulting and training
• Useful addresses at a glance
A2. Documentation
You can find answers to your questions on how to install, configure, deploy, and use Business
Objects products from the documentation.
What’s in the documentation set?

View or download the Business Objects Documentation Roadmap, available with the product
documentation at http://www.businessobjects.com/support/ .
The Documentation Roadmap references all Business Objects guides and lets you see at a
glance what information is available, from where, and in what format.
Where is the documentation?

You can access electronic documentation at any time from the product interface, the web, or
from your product CD.
Documentation from the products

Online help and guides in Adobe PDF format are available from the product Help menus.
Where only online help is provided, the online help file contains the entire contents of the
PDF version of the guide.

10| Troubleshooting
EPM Error Messages
Documentation on the web

The full electronic documentation set is available to customers on the web from support
web site at: http://www.businessobjects.com/support/ .
Documentation on the product CD

Look in the docs directory of your product CD for versions of guides in Adobe PDF format.
Send us your feedback

Do you have a suggestion on how we can improve our documentation? Is there something you
particularly like or have found useful? Drop us a line, and we will do our best to ensure that
your suggestion is included in the next release of our documentation:
documentation@businessobjects.com.
Note: If your issue concerns a Business Objects product and not the documentation, please
contact our Customer Support experts. For information about Customer Support visit:
http://www.businessobjects.com/ support/ .
A3. Customer support, consulting and training

A global network of Business Objects technology experts provides customer support,
education, and consulting to ensure maximum business intelligence benefit to your business.
How can we support you?

Business Objects offers customer support plans to best suit the size and requirements of your
deployment. We operate customer support centers in the following countries:
• USA
• Australia
• Canada
• United Kingdom
• Japan
Online Customer Support

The Business Objects Customer Support web site contains information about Customer
Support programs and services. It also has links to a wide range of technical information
including knowledgebase articles, downloads, and support forums.
http://www.businessobjects.com/support/
Looking for the best deployment solution for your

company?
Business Objects consultants can accompany you from the initial analysis stage to the delivery
of your deployment project. Expertise is available in relational and multidimensional databases,
in connectivities, database design tools, customized embedding technology, and more.

Troubleshooting
For more information, contact your local sales office, or contact us at:
http://www.businessobjects.com/services/consulting/
Looking for training options?

From traditional classroom learning to targeted e-learning seminars, we can offer a training
package to suit your learning needs and preferred learning style. Find more information on the
Business Objects Education web site:
http://www.businessobjects.com/services/training

10| Troubleshooting
EPM Error Messages
A4. Useful addresses at a glance

Address Content
Business Objects product information Information about the full range
http://www.businessobjects.com of Business Objects products.
Product documentation Business Objects product

http://www.businessobjects.com/ documentation, including the
support Business Objects Documentation
Roadmap.
Business Objects Documentation Send us feedback or questions
mailbox about documentation.
documentation@businessobjects.com
Online Customer Support Information on Customer Support
http://www.businessobjects.com/ programs, as well as links to
support/ technical articles, downloads,
and online forums.
Business Objects Consulting Services Information on how Business
http://www.businessobjects.com/ Objects can help maximize your
services/consulting/ business intelligence investment.
Business Objects Education Services Information on Business Objects

http://www.businessobjects.com/ training options and modules.
services/training

Troubleshooting
Index
A I
Advanced IP Filtering, 55
IIS Configuration
Post Installation, 77
C Installation
General Tips, 108
Catalog, 52, 54
Installation Order, 26
Checking the Installation, 100
Installation Process, 27
Connectivity, 51
Installation Tips
Preparation, 108
D Introduction, 6
Data Source, 52, 54

IP Filter
Database Auditing
Defining rules, 56
Selection, 60
Rule ordering, 57
Database Connectivity, 51
Database Provider, 52, 54

L
Database setup
License key
OCI, 53
Configuration, 59
OLEDB, 52
Oracle Instant Client, 53
M
DCOM and Firewall Settings with EPM, 88
DCOM Configuration
Model Directory
Workflow, 48
Selection, 58
E N
EPM Architecture, 8
Networking Advice, 108
EPM Configuration, 40
EPM Installation, 24
O
EPO Configure
Client Setup, 66
OCI, 51
OLEDB, 51
Configuration Options, 40
Oracle Instant Client, 51
EPO Logfile Location, 69
EPO Server Configuration, 50
EPO Web Server Configuration, 76

P
Finish Screen, 83
Port
IIS Web Proxy Service Configuration, 72

Changing the assigned port, 57
IIS Web Server Configuration, 70

Preparation, 14
Report Manager Server Configuration, 82

Topologies, 16
Server, 42
Work Manager Client Configuration, 49

R
Work Manager Installation Type, 48
Work Manager Server Options, 63

Removing the Software, 104
EPO Server
Database setup, 52
S
Installation Type, 42
Server component registration, 61
Model Server only, 43

Service Name, 52, 54
Primary EPO Server, 42

System Components, 9
EPO Server Configuration, 42

Client applications, 10
EPO System Information, 114

Data Bridge, 11
Database Server, 9
F EPO Server, 9
Firewall Configuration, 95
Model Server, 9
Report Manager Client, 10
H Report Manager Server, 10
Utilities, 10
Housekeeping, 108
Web Client, 10
Index
Web Service, 9 V
Work Manager Client, 11
Virus checking, 108
Work Manager Server, 11

W
T
Web Client Deployment, 109
Topologies, 16
Web Client Installer Program, 110
Troubleshooting, 114
Web Download, 109
Workflow DCOM Configuration, 48

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BusinessObjects™ XI R2 11.

Copyright Copyright © 2007 Business Objects. All rights reserved.

1.1 Introducing EPM Profitability ..........................................................................6

1.2 What is EPM Profitability?..............................................................................6

1.2.1 Purpose of this document ....................................................................6

1.2.2 Document Audience.............................................................................6

Chapter 2 System Architecture .............................................................................................7

2.1 EPM Architecture...........................................................................................8

2.2 Integration considerations..............................................................................8

2.2.1 Database Platforms .............................................................................8

2.2.2 Operating Systems ..............................................................................8

2.2.3 Supported Networks ............................................................................9

2.3 System Components .....................................................................................9

2.3.1 Database Server..................................................................................9

2.3.2 Primary Server.....................................................................................9

2.3.3 Model Servers .....................................................................................9

2.3.4 Web Servers........................................................................................9

2.3.5 Client applications..............................................................................10

2.3.6 Web Client and Book Viewer..............................................................10

3.1 Before you start ...........................................................................................14

3.2 EPM Suite Requirements.............................................................................14

3.2.1 Minimum specifications......................................................................14

3.2.2 Settings that can impact EPM ............................................................14

3.3.1 Model Server Pre-Requisites .............................................................15

3.3.2 Client and Web Server Pre-Requisites ...............................................16

3.3.3 Database Server Settings ..................................................................16

3.4 Topology .....................................................................................................16

3.4.1 Resource Considerations...................................................................16

3.4.2 Three-Tier Architecture ......................................................................17

3.4.3 Stand-Alone Setup.............................................................................17

3.4.4 Remote Connection Software ............................................................18

3.4.5 Account Information and Connectivity ................................................18

3.4.6 Database Maintenance Plans ............................................................20

3.5 Licensing in EPM.........................................................................................20

3.6 Defining a roll-back position .........................................................................20

3.7 Staff Involvement.........................................................................................20

3.7.1 Database Administrator......................................................................21

3.7.3 Project Sponsor .................................................................................21

3.7.4 EPM Administrator.............................................................................21

3.8 Pre-Installation Checklist .............................................................................21

Chapter 4 EPM Installation .................................................................................................23

4.1 Initial Steps..................................................................................................24

4.2 Installation Type ..........................................................................................24

4.2.1 New installation .................................................................................24

4.2.2 Upgrade ............................................................................................25

BusinessObjects Profitability Installation Guide 1

4.3 Order of installation......................................................................................26

4.4 Database Server application installation.......................................................27

4.5 Database Schema installation......................................................................27

4.6 EPM Model Server Installation Process .......................................................27

4.6.1 Beginning installation .........................................................................27

4.6.2 Pre-Requisites Check ........................................................................27

4.6.3 EPM Welcome Screen.......................................................................28

4.6.4 Language Selection ...........................................................................28

4.6.5 Registration Information.....................................................................29

4.6.6 Component Selection.........................................................................30

4.6.7 Installation Destination Directory ........................................................31

4.6.8 Communication Transport Mechanism Selection................................32

4.6.9 Start Installation.................................................................................33

4.6.10Choose Default Language .................................................................34

4.6.11Installation Complete .........................................................................34

4.6.12EPM Book Viewer Installation ............................................................34