Preparations for CXO Installation (Version 20) for Financial Management HFM (HFM 11.1.2.4+, Oracle EPM FM)

This document describes the prerequisites and preparations for installing and configuring the CXO software as a dashboard on Oracle Hyperion Financial Management. 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 / 2014 / 2016 / 2019
Amount of RAM (min. 16Gb)
Number of cores (min. 4)
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 application. To facilitate that we need access to SQL Server, either through an instance of the SQL Server Management Studio on the CXO 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 communication between the Web-application and the OLAP database and for running the CXO software services, we need a service account. If Analysis Services (see below) is installed on the CXO software application server, this service account can be a local machine account. Otherwise it should be a Domain account. The password of the account should never expire.

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

SQL Server

Data and meta-data of a CXO software application are stored in SQL Server databases. A SQL Server should be available, or SQL Server should be installed on the CXO software Application Server.

Requirement / Action	Information	Done
Edition (Enterprise/ Standard / Express3)
Version (2012 / 2014 / 2016 / 2017 / 2019) (SQL server 2014 or newer is recommended)
Windows Server Name (full DSN)
IP
Instance name (or specific port)4
SQL Account (role = dbcreator)5
Domain (or local) account to log-on to the server (optional: see3)
Password

Analysis Services

The OLAP database in which we store the data extracted from HFM runs on SQL Server Analysis Services. As a rule, Analysis Services is installed on the same Windows Server as the SQL Server Database Engine, but this is not a requirement. Only provide information if it differs from the SQL Server specifications.

Requirement / Action	Information	Done
Edition (Enterprise/ Standard)
Version (2012 / 2014 / 2016 / 2017 / 2019)
Multidimensional model
Windows Server Name (full DSN)
IP
Instance name (or specific port)
Domain (or local) account to log-on to the server (optional: see3)
Password

Financial Management

To connect to the HFM Application cluster, we need to know where the HFM database is located and with which (read-only) user we can connect with.

Requirement / Action	Information	Done
HFM Version
SQL Server Name (full DSN) / IP
Database name
Application name
Username (read-only)
Password