Installing and configuring DRM 11.2.2

Now that I am done with configuring most of the EPM 11.2.2 components (in this blog), today I will install and configure DRM.
Let's check the prerequisites first:
  • Oracle Data Relationship Management must be installed by a user who is logged in as an administrator. Installers should select to 'Run As Administrator' when launching the installation executable.
  • Microsoft .NET Framework is required and is a prerequisite only for a machine that does not have an internet connection. If the .NET Framework is not installed and you do have an internet connection, then the Data Relationship Management installer will install that for you.
  • Internet Information Services (IIS) is installed. If not, install it from Server Manager > Add roles and features > Web Server (IIS).
Navigate to the directory where you downloaded the installation zip files and unzipped them, right-click setup.exe and select Run as administrator.
Select the language for the installation and click OK.
If you do not already have Microsoft .NET Framework installed, the installer will prompt you to install it. 
Note: You must have an internet connection for the .NET installation to complete.
Click on Install.
After installation, it will ask for a reboot.
After the reboot, installation will continue.
On the Welcome dialog box, read the license agreement and click Next.
Click Next to accept the default installation directory for Data Relationship Management files, or click Change, select an installation location and then click Next.
On the Setup Type dialog box, select the type of installation to perform and click Next:
Complete — Installs the Application Server, CSS Bridge, Web Server, Migration Utility, Batch Client, and the documentation.
Custom — Allows you to select the components to install. You can select from the following components:
DRM Application Server––Core engine and server files
DRM CSS Bridge––Data Relationship Management connector for Shared Services
DRM Web Server––Primary Web application for Data Relationship Management users
DRM Migration Utility––Web application for managing application templates
DRM Documentation––Links to online documentation
DRM Batch Client––Windows console client for running batch operations
 
I went for Complete installation.
Click Install.
At this moment, if you do not have IIS installed in your system - you will get the below error:
Install IIS from Server Manager.
Then come back and click Retry on the DRM installation.
Installation complete:
Lets configure DRM now.
Open DRM Configuration Console from the below location:
D:\Oracle\Middleware\EPMSystem11R1\products\DataRelationshipManagement\server\bin
You will have to create a repository first. The Repository Wizard in the Configuration Console allows you to create a new repository or upgrade a repository. 
Click the Repository Wizard button.
Select Create a new repository:
Optional: Select Estimate size based on existing repository to create a new repository based on the size of an existing repository.
Optional: Select Generate SQL scripts to create and download database creation scripts to run at a later time.
Based on your local security procedures, creating a new database may require a level of access that is not available to the user installing Data Relationship Management. Thus, during the installation, there is an option to save the database scripts to disk rather than running them automatically. The scripts can then be run separately by the appropriate database administrator.
If you do not have enough privileges, you will get the below error in the subsequent step of this wizard:
So I will go with Generate SQL scripts.
Enter the schema details. Click Next.
Click on Backup to File… and save the script as drm-create-database.sql. Then click Next.
Click on Backup to File… and save the script as drm-create-schema-objects.sql. Then click Next.
Click Finish.
Now request your DBA team to run the scripts that you just saved. Once it's done, open the Data Relationship Management Configuration Console.
Click on Add (under Applications).
Provide application name and the repository information. Click Save Configuration. You can click Test Connection to verify connectivity.
This completes the manual creation of the Data Relationship Management repository.
From the Local Service menu, click Start to start the Data Relationship Management service.
You will see your application in started state.
When you add a new application, the application is created with standard default parameters.
Configuring Host Machines:
Enter the computer name and port number. 
For Engine Startup Timeout, enter the number of seconds to wait when starting a Data Relationship Management engine process.
Configuring the API Adapter:
The API Adapter component is included with the Data Relationship Management Application Server installation component. Enable the API Adapter if you are going to access Data Relationship Management using the Web Services API.
Configuring Web Servers:
On the UI Web Servers tab, list the servers that are configured to run the Data Relationship Management Web client application.
On this tab, you can also (I skipped this part now):
  • Configure additional Web server attributes for calculating node URLs on the Web Farm tab.
  • Set up anonymous profiles which allow access to the Web client via a custom URL without the user having to log in on the Anonymous Profiles tab.
Configuring the CSS Bridge:
  • Enable CSS Bridge: Select to enable CSS.
  • Enable SSO: Select to enable Single Sign On.
  • CSS Bridge Host: Enter the name of the Shared Services computer that will be running the Data Relationship Management CSS Bridge component that is required for Data Relationship Management to communicate with Shared Services.
  • JVM Path: The path to the java virtual machine.
  • Oracle Instance: The path for the EPM instance.
Enter the paths to the required .jar files.
Configuring an SMTP Server: The Data Relationship Governance feature uses email notifications to notify governance users and data managers of requests activities. You must enable and configure SMTP Server settings for Data Relationship Governance notifications to work. I am skipping this part and the Analytics URL as well.
Configuring Security Settings:
Select the method for authentication:
  • Internal: Managed fully by Data Relationship Management.
  • CSS (Common Security Services):Centralized support for external user directories using Shared Services.
  • Mixed: Allows authentication option (Internal or CSS) to be specified by the user.
CSS Synchronization:
The Common User Provisioning feature enables users and groups to be provisioned to Oracle Data Relationship Management applications using Oracle Hyperion Shared Services. This configuration allows Data Relationship Management users to be provisioned in a common location along with other Oracle EPM applications. Common User Provisioning also eliminates the need to separately provision users in the Data Relationship Management application. Provisioning information can be synchronized from Shared Services to Data Relationship Management on-demand or a scheduled basis. Common User Provisioning is disabled by default.
Configuring EPM Registry Settings:
Oracle Data Relationship Management application settings must be registered in the Oracle Hyperion Shared Services EPM Registry to enable Common User Provisioning.
Specify the Data Relationship Management user credentials used for the integration.
Click Register.
Configuring Scheduled Tasks: The Task Runner component handles the execution of scheduled processes which run in the background on the Data Relationship Management application server. The Configuration Console enables you to define settings for scheduled tasks.
Purging Deleted Version Records: Database records for deleted versions are permanently removed from the Data Relationship Management repository as a scheduled task. This process reduces the impact on performance of other system operations by allowing the delete process to be run during periods of low system usage. An administrator can configure frequency and blackout settings for the purge process.
I skipped this part. 
Next is configuring Shared Services with Data Relationship Management User Roles.
You add Oracle Data Relationship Management roles in Oracle Hyperion Shared Services by running one of the SQL scripts provided with the Data Relationship Management installation.
On the server where Data Relationship Management is installed, navigate to the server\config folder, which in my case is:
D:\Oracle\Middleware\EPMSystem11R1\products\DataRelationshipManagement\server\config
Run the below script against the Shared Services database:
drm_roles_oracle.sql (since I'm using Oracle database)
Below roles will be added to the Shared Services database:
That brings us to the end of DRM configuration.

Location: Bengaluru, Karnataka, India

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