Oracle Fusion Applications Installation Workbook

11g Release 8 (11.1.8) | Part number E49221-01 | December, 2013

Completion Checklist

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

Cell Color Reference

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

cations Installation Workbook

r E49221-01 | December, 2013

as directed. Use the table below to track completion of each worksheet.

Completed by:

ut the workbook to help guide your input.

Input instructions
No Action required - should not be changed
Input required
Input required - sample value or instructions provided
Input required - default value provided
Input required - applies only to highly-available environments

Environment Info
Name
Company Name
Environment Type (select from list)
FA Version
Install Type
Domain name
IDM Topology Type
FA Topology Type
Load Balancer/Reverse Proxy

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

Web Proxy
Setting
Proxy Host
Proxy Port
Secure Proxy (Yes/No)
Proxy Exceptions
Proxy Username

Value
e.g. My Company

e.g. Dev, QA, Prod

e.g. mycompany.com

Value

Value

Fusion Applications Offerings

Family
CRM
Finance

HCM

SCM

Customer Data Hub

Enterprise Contracts
Fusion Accounting Hub
Incentive Compensation

Identity Management Products

Product
OID
OVD
ODSM
SOA
OIM
OAM
OIF
OHS
OAM WebGate

Patches and Patch Bundles

Add extra lines as necessary

Use the Notes column for information like: patch location, ORACLE_HOME is must be applied to, manu
Patch Number

Post-Install Tasks
Add extra lines as necessary
Product Family
All Product Families

All Product Families

All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
All Product Families
CRM, Marketing only
CRM, Marketing only
CRM, All Offerings
CRM, Sales Only
CRM, All Offerings
Financials &
Accounting Hub
Financials
Financials
Financials
Financials
Financials
Financials
Accounting Hub

HCM
HCM
HCM
Incentive Compensation
Projects
SCM
All Product Families

Yes
No

ions Offerings
Offering
Marketing
Sales
Financials
Procurement
Projects
Workforce Deployment
Workforce Development
Compensation Management
Product Management
Order Orchestration
Material, Management & Logistics

ement Products
Install?
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes

tch Bundles

for information like: patch location, ORACLE_HOME is must be applied to, manual post-patch steps, when to ap
Notes

Post-Install task
Applying Patches to Your New Environment

Upgrading LDAP Users for Single Sign-on

Adding Privileges to IDStore and Policy Store Entities
Updating the MDS Schema Database Statistics
Setting Up Notifications
Setting Up Global Search
Setting Up Privacy Statement
Configuring Oracle User Productivity Kit In-Application Support
Reviewing and Configuring Diagnostic Logging Settings and Diagnostic
Implementing Compliance Rules
Configuring the Oracle HTTP Server with Custom Certificates
Setting up Backup for Fusion Applications
Setting up Oracle Enterprise Manager Cloud Control to Monitor and Man
Updating Identity Management HTTP Server Runtime Parameters
Post-Provisioning Steps for Oracle Access Manager
Configuring Oracle Identity Federation
Configuring Identity Integration with Active Directory
Setting Up the Identity Management Node Manager for SSL
Installing and Configuring Oracle Business Intelligence Applications
Configuring Oracle Transactional Business Intelligence
Setting Up Report Delivery Servers
Setting Up Oracle ADF Desktop Integration
Configuring Oracle Data Integrator Studio
Setting Up the Oracle Business Intelligence Administration Tool
Performing Optional Language Installations
Scaling Out
Setting Up Server Migration
Setting Up Segregation of Duties
Configuring Presence Servers
Configuring Audit Trails for Oracle Fusion Middleware
Installing Print Servers
Configuring Oracle HTTP Server for Privileged Port
Installing and Configuring the Bounce Handling Daemon
Setting Up SMS Marketing
Setting up Informatica Identity Resolution for Data Quality
Setting Up Sales Prediction Engine
Setting Up Implicit Personalization Behavior
Setting Up the Financial Reporting Center
Setting Up Oracle Document Capture and Oracle Forms Recognition
Oracle Fusion Advanced Collections Dunning
Enabling Encryption of Sensitive Payment Information
Configuring Communication Channel to a Payment System
Configuring Oracle B2B Inbound Flow to Receive Supplier Invoices in X
Setting Up Oracle B2B to Send Receivables Transactions in XML
Integrating with Other Products

Recommended Memory Requirement for HCM Workforce Reputation Ma

Setting Up Oracle Fusion HCM Coexistence
Creating an ISAM Vertex Database
Integrating Oracle Fusion Incentive Compensation with Geo Map Server
Configuring Oracle Fusion Project Portfolio Management Integration wi
Installing Oracle Enterprise Data Quality for Product Data Oracle DataL
Completing Common User Setup Tasks

Install ? (enter Yes)

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

Doc Section
15.2

Yes/ No
Yes

Notes

15.3
15.4
15.5
15.6
16.2
16.3
16.4
16.5
16.6
16.7
16.8
16.9
16.10.1
16.10.2
16.10.3
16.10.4
16.10.5
16.11
16.12
16.13
16.14
16.15
16.16
16.17
16.18
16.19
16.20
16.21
16.22
16.23
16.24
17.1
17.2
17.3
17.4
17.5
18.1
18.2
18.3
18.4
18.5
18.6
18.7
19.2

Yes
Yes
Yes
Yes

Specify languages here

Yes

20.1
20.2
20.3
21.1
22.1
23.1
24.3

Yes

Topology

(add more nodes as needed)

Include all servers that are part of the FA environment, including databases, identity management, an
Add extra lines as necessary
Node #
Real Host Name
1
2
3
4
5
6
7
8
9
10

Component Assignment

The table below is suitable for the FA topologies "One host for all domains" and "One host per domain
If you choose the topology "One host per application and middleware component" please modify the t
Node #
Component
FA DB
IDM DB
OID DB
FA DW DB
IDM Directory
IDM Identity and Access
IDM WebTier
FA Common Domain
FA CRM Domain
FA Financials Domain
FA HCM Domain
FA IC Domain
FA Procurement Domain
FA Projects Domain
FA Supply Chain Domain
FA Business Intelligence Domain
FA WebTier

ment, including databases, identity management, and FA. Include also scale-out/HA/RAC nodes
Abstract Host Name

IP Address

One host for all domains" and "One host per domain".
on and middleware component" please modify the table accordingly
HA/Scale-out Node #

ce Domain

ut/HA/RAC nodes
OS

# of CPUs

RAM

DMZ (Yes/No)

WebTier Virtual Host Mode

Component
IDM WebTier
FA WebTier

Mode (Name, Port or IP-based)

Name-based

FA WebTier Virtual Hosts -

Point at the FA WebTier

Certain components may not be installed depending on the FA Offerings selected. You may remove th
Component
FA WebTier Internal Name
Financial
e.g. fin-int.mycompany.com
Projects
e.g. prj-int.mycompany.com
Procurement
e.g. prc-int.mycompany.com
Supplier Portal
e.g. prc-supplierportal-int.mycompany.com
IC
e.g. ic-int.mycompany.com
Common
e.g. fs-int.mycompany.com
CRM
e.g. crm-int.mycompany.com
SCM
e.g. scm-int.mycompany.com
HCM
e.g. hcm-int.mycompany.com
BI
e.g. bi-int.mycompany.com

IDM WebTier Virtual Hosts Component

IDM
IDM Admin

Point at the IDM WebTier

IDM WebTier Internal Name

Same as hostname; cannot be changed
Same as hostname; cannot be changed

HTTP LBR Endpoints -

Point at the External LBR (only needed when using LB

Certain components may not be installed depending on the FA Offerings selected. You may remove th
Component
Internal Name
Financial
e.g. fin-internal.mycompany.com
Projects
e.g. prj-internal.mycompany.com
Procurement
e.g. prc-internal.mycompany.com
Supplier Portal
e.g. prc-supplierportal-internal.mycompany.com
IC
e.g. ic-internal.mycompany.com
Common
e.g. fs-internal.mycompany.com
CRM
e.g. crm-internal.mycompany.com
SCM
e.g. scm-internal.mycompany.com
HCM
e.g. hcm-internal.mycompany.com
BI
e.g. bi-internal.mycompany.com
IDM
e.g. idminternal.mycompany.com
IDM Admin
e.g. idmadmin.mycompany.com

LDAP Endpoints Component

OID Identity Store (OID)

Point at the IDM Directory Tier (non-HA) or Internal LBR (HA

Hostname
Same as Policy Store; cannot be changed

Policy Store (OID)

Identity Store (OVD)

e.g. policystore.mycompany.com
e.g. idstore.mycompany.com

UCM LBR Endpoint -

Point at the Internal LBR (only needed for HA)

Component
UCM

Hostname
e.g. commonucmlbr.mycompany.com

AdminServer Virtual Hosts/VIPs -

Point at each WebLogic Domain Admin

Certain components may not be installed depending on the FA Offerings selected. You may remove th
Component
Virtual Hostname
IDMDomain AdminServer
e.g. idmadminvh.mycompany.com
FinancialDomain AdminServere.g. finadminvh.mycompany.com
Projects AdminServer
e.g. prjadminvh.mycompany.com
Procurement AdminServer
e.g. prcadminvh.mycompany.com
ICDomain AdminServer
e.g. icadminvh.mycompany.com
CommonDomain AdminServer e.g. commonadminvh.mycompany.com
CRMDomain AdminServer
e.g. crmadminvh.mycompany.com
SCMDomain AdminServer
e.g. scmadminvh.mycompany.com
HCMDomain AdminServer
e.g. hcmadminvh.mycompany.com
BIDomain AdminServer
e.g. biadminvh.mycompany.com

Managed Server Virtual Hosts/VIPs -

Point at each Managed Server (on

Certain components may not be installed depending on the FA Offerings selected. You may remove th
For additional N scale-out nodes, add "Virtual Host N" and "Virtual IP N" columns as appropriate
Component
Virtual Hostname 1
IDMDomain SOA Server
e.g. idmsoavh1.mycompany.com
IDMDomain OIM Server
e.g. idmoimvh1.mycompany.com
FinancialDomain SOA Server e.g. finsoavh1.mycompany.com
Projects SOA Server
e.g. prjsoavh1.mycompany.com
Procurement SOA Server
e.g. prcsoavh1.mycompany.com
ICDomain SOA Server
e.g. icsoavh1.mycompany.com
CommonDomain SOA Server e.g. commonsoavh1.mycompany.com
CRMDomain SOA Server
e.g. crmsoavh1.mycompany.com
SCMDomain SOA Server
e.g. scmsoavh1.mycompany.com
HCMDomain SOA Server
e.g. hcmsoavh1.mycompany.com
BIDomain Server
e.g. bivh1.mycompany.com

selected. You may remove those lines or leave them blank.

Internal NaInternal Port
FA WebTier External Name
DNS
10603 e.g. fin-ext.mycompany.com
DNS
10605 e.g. prj-ext.mycompany.com
DNS
10607 e.g. prc-ext.mycompany.com
DNS
10609 e.g. prc-supplierportal-ext.mycompany.co
DNS
10611 e.g. ic-ext.mycompany.com
DNS
10613 e.g. fs-ext.mycompany.com
DNS
10615 e.g. crm-ext.mycompany.com
DNS
10617 e.g. scm-ext.mycompany.com
DNS
10619 e.g. hcm-ext.mycompany.com
DNS
10621 e.g. bi-ext.mycompany.com

Internal NaInternal Port

DNS
DNS

IDM WebTier External Name

7777 Same as hostname; cannot be changed
7777

y needed when using LBR)

selected. You may remove those lines or leave them blank.

Internal NaInternal Port
Internal IP Endpoint
DNS
80
DNS
80
DNS
80
DNS
80
DNS
80
DNS
80
DNS
80
DNS
80
DNS
80
DNS
80
DNS
80
DNS
80

-HA) or Internal LBR (HA)

Name ResolPort
SSL Port
Same as Pol
Same as Policy Store; Same as Policy Store; cannot be changed

Hosts
Hosts

3060
6501

3131
7501

eeded for HA)

Name ResolPort

IP Endpoint
6300

WebLogicName
Domain AdminServer (only needed for HA except for IDMDomain, needed for all E

selected. You
may remove those lines or leave them blank.
Resolutio
n
Virtual IP

ach Managed Server (only needed for HA and Server Migration, except for IDMDomain, need

VH1
selected. You
may remove those lines or leave them blank.
Name
olumns asResolutio
appropriate
n
Virtual IP 1
Virtual Hostname 2
e.g. idmsoavh2.mycompany.com
e.g. idmoimvh2.mycompany.com
e.g. finsoavh2.mycompany.com
e.g. prjsoavh2.mycompany.com
e.g. prcsoavh2.mycompany.com
e.g. icsoavh2.mycompany.com
e.g. commonsoavh2.mycompany.com
e.g. crmsoavh2.mycompany.com
e.g. scmsoavh2.mycompany.com
e.g. hcmsoavh2.mycompany.com
e.g. bivh2.mycompany.com

External Name RExternal Port

IP Endpoint
DNS
10604
DNS
10606
DNS
10608
DNS
10610
DNS
10612
DNS
10614
DNS
10616
DNS
10618
DNS
10620
DNS
10622

External Name RExternal Port

DNS

IP Endpoint
7777

External Name RExternal Name

External Port
DNS
e.g. fin.mycompany.
DNS
e.g. prj.mycompany.
DNS
e.g. prc.mycompany.
DNS
e.g. prc-supplierpor
DNS
e.g. ic.mycompany.c
DNS
e.g. common.mycom
DNS
e.g. crm.mycompany
DNS
e.g. scm.mycompany
DNS
e.g. hcm.mycompany
DNS
e.g. bi.mycompany.c
DNS
e.g. sso.mycompany.
DNS
N/A
N/A

IP Endpoint
Same as Policy Store; cannot be changed

External IP Endpoint
443
443
443
443
443
443
443
443
443
443
443
N/A

IDMDomain, needed for all Enterprise topologies)

, except for IDMDomain, needed for all Enterprise topologies)

VH2 Name
Resolution
DNS
DNS
DNS
DNS
DNS
DNS
DNS
DNS
DNS
DNS
DNS

Virtual IP 2

Identity Management Port Numbers

Component
IDM Oracle HTTP Server
IDM Oracle HTTP Server SSL
IDMDomain AdminServer
IDMDomain OAM
IDMDomain OIM
IDMDomain ODSM
IDMDomain SOA
IDMDomain OIF
IDMDomain OAM AAA Server Port
IDM Node Manager
OVD Admin
OVD
OVD SSL
OID
OID SSL

Port number
7777
4443
7001
14100
14000
7005
8001
7499
5575
5556
8899
6501
7501
3060
3131

Fusion Applications Port Numbers

Component
Fusion Applications Base
FA Node Manager
Informatica Identity Resolution License Server
FA Oracle HTTP Server
FA Oracle HTTP Server SSL

Port number
7000
5556
1601
10601
10602

Second Port (Scale Out)

7777
4443
N/A
14100
14000
7005
8001
7499
5575
5556
8899
6501
7501
3060
3131

Shared Storage
Storage
FA Shared
IDM Shared

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

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

Temporary Shared Storage

Storage Mount
Provisioning Repository Location (REPOSITORY_LOCATION)
Installers Directory Location
JAVA_HOME
Temporary Shared Location (for backups, etc.)

Mount Point
e.g. /u01/app/
e.g. /u01/app/

OS User Owner
e.g. oracle
e.g. oracle

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

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

Full Path
e.g. /u01/app/repository
e.g. /u01/app/repository/installers
e.g. /u01/app/repository/jdk6
e.g. /u01/app/temp

Inventory Type (Central/Local)

OS Group Owner
e.g. orainstall
e.g. orainstall

NFS Share / Windows Share

e.g. server:/export/app (Unix) or \\server\share\app (Windows)
e.g. server:/export/app (Unix) or \\server\share\app (Windows)

NFS Parameters (Unix only)

e.g. rw,noacl,rsize=32768,wsize=32768
e.g. rw,noacl,rsize=32768,wsize=32768

FA Transactional Database
Setting
FA DB Type (Single-node or RAC)
FA DB Oracle Home (ORACLE_HOME)
FA DB Datafiles Location
FA DB Service Name
FA DB Instances
RCU APPLCP_FILE_DIR
RCU APPLLOG_DIR
RCU FUSIONAPPS_PROV_RECOVERY_DIR (OBIEE Backup Dir)
RCU OTBI_DBINSTALL_DUMP_DIR (OTBI Dump File Directory)
RCU FUSIONAPPS_DBINSTALL_DP_DIR (FA Dump File Directory)

IDM Database
Setting
IDM DB
IDM DB
IDM DB
IDM DB
IDM DB
IDM DB

Type (Single-node or RAC)

Oracle Home (ORACLE_HOME)
Datafiles Location
Service Name
Instances
Prefix

OID Database (optional)

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

FA Data Warehouse Database (optional)

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

Value
e.g. /u01/app/fadb
e.g. /u01/app/fadb/oradata
Use host:port:sid format (e.g. fadbhost.mycompany.com:1521:fadb). List all instances

Value
e.g. /u01/app/idmdb
e.g. /u01/app/idmdb/oradata
Use host:port:sid format (e.g. idmdbhost.mycompany.com:1521:idmdb). List all instances
FA

VALUE
e.g. /u01/app/oiddb
e.g. /u01/app/oiddb/oradata
Use host:port:sid format (e.g. oiddbhost.mycompany.com:1521:oiddb). List all instances

VALUE
e.g. /u01/app/dwdb
e.g. /u01/app/dwdb/oradata
Use host:port:sid format (e.g. dwdbhost.mycompany.com:1521:dwdb). List all instances

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

IDM Provisioning Files

Property
IDM Properties File Location
IDM Keystore File Location

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

Identity Store / Policy Store

Property
ID Store Type (OID/OVD)
ID Store Read-Write Username
ID Store Read-Only Username
IDM Policy Store Read-Write Username
IDM Policy Store Read-Only Username
FA Policy Store Read-Write Username
FA Policy Store Read-Only Username
IDM Super User Name
FA Super User Name
FA Node Manager Username
LDAP Password Expiration Interval (in number of days)

Value
dc=companyname,dc=com
cn=Users,dc=companyname,dc=com
cn=Groups,dc=companyname,dc=com
cn=jpsroot
cn=FAPolicies

Value
Not used in Release 8

Value
wls_oam1
wls_oam2
Simple (Open for AIX only)
OAMAdminUser

Value
cn=IDRWUser
cn=IDROUser
cn=IDMPolicyROUser
cn=IDMPolicyRWUser
cn=PolicyROUser
cn=PolicyRWUser
cn=weblogic_idm
FAAdmin
admin
120

SSL Communication
Channel
FA / IDM --> Identity Store
FA / IDM --> Policy Store
LBR --> OHS SSL
OHS --> WLS SSL
End User --> External HTTP Endpoints
End User --> IDM Admin HTTP Endpoint

OHS Certificates (if not using LBR)

Setting
Location of certificate files

Yes
No

SSL-Enable at Install Time

Not Available
Not Available
Not Available
Not Available
Yes
No

Value