Preparations for CXO Installation (Version 20) for Essbase

This document describes the prerequisites and preparations for installing and configuring the CXO software as a dashboard on Oracle (Hyperion) Essbase. It does not describe the installation and configuration itself.

The tables should be used as a check-list: either the indicated piece of information must be provided (enter it in the ‘Information’ column) or the specified action should be carried out / component should be installed (put a checkmark in the ‘Done’ column).

CXO Software Application Server

Provide the following information for the CXO software application server. We also support virtual servers.

Requirement / Action	Information	Done
Windows 2012 / 2016 / 2019
Amount of RAM (min. 8GB, preferably 16GB)
Check Disk Space available (> 25GB)
Name (full DNS)
IP
Account to log on
Domain (if applicable)
Password1
SQL Server Management Studio installed (optional)2 During installation we have to set some security properties in Analysis Services. Furthermore, it might be convenient to do some checks in the SQL Server databases of the CXO software application. To facilitate that we need access to SQL Server, either through an instance of the SQL Server Management Studio on the CXO software application server or by getting the Windows log-on credentials for the Windows server where SQL Server is installed (see below).

Microsoft Components

The following Microsoft Components should be available on the server

Requirement / Action	Information	Done
IIS 7 / IIS 8 / IIS 10
.NET Framework 4.8 (CXO installer will install it if it is not there yet, so there is no need to pre-install it)

Service Account

For running the CXO software services and for the Identity of the Application Pools, we need a service account. This can be a local machine account or a Domain account. The password should never expire.

Requirement / Action	Information	Done
Name
Password
Domain (if applicable)

SQL Server

Meta-data of a CXO software application (reports, users, …) is stored in SQL Server databases. A SQL Server should be available, or otherwise SQL Server should be installed on the CXO software Application Server.

Requirement / Action	Information	Done
Edition (Enterprise/ Standard / Express)
Version ( 2012 / 2014 / 2016 / 2017 / 2019) (SQL server 2012 or newer is recommended)
Name Windows Server (full DSN)
IP
Instance name (or specific port)3
(Native) SQL Account (role = dbcreator4)
Password
Domain (or local) account to log-on to the server (optional: see3)
Password

Essbase

To run the CXO software on Essbase, the Essbase client should be installed on the CXO software application server. Also the Environment Variables should be properly set (we have a tool for that).

Requirement / Action	Information	Done
Essbase Server Version
Essbase Client installed on CXO software app. server
Essbase Server Name (full DNS)
IP
Essbase Applications / Databases to connect to
Account to logon to Essbase5
Password