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ExoInsight Installation Guide

Updated

Prerequisites

Minimum Server Requirements

  • Windows Server 2012 or higher, or Linux-compatible OS. A 64 bit server is recommended.
    • Note: SSO for Cloud ERP sources is only available when ExoInsight is installed on a Windows server.
    • Note: Direct integration to Snowflake is only available when ExoInsight is installed on a Windows server.
  • RAM: At least 4GB RAM dedicated to ExoInsight.
    • Note: If using ExoInsight to connect to an Oracle Cloud Fusion ERP source (Financials, Human Capital, Procurement, Projects, Supply Chain/Inventory, Sales/CRM), then a minimum of 4GB is required, and 8GB is recommended.
  • CPU: At least 2 dual-core CPUs
  • The server must have the necessary IP, port, and firewall openings to be able to connect to the source system (Essbase, HFM, Oracle Cloud EPM, Oracle Fusion Cloud ERP).

Other Required Information

  • A username and password that can log into the source system
  • Essbase: The Essbase server name or APS URL
  • HFM: The HFM server name, cluster name, and the reg.properties file from your HFM server
  • PBCS: The PBCS base URL and domain
  • FCCS: The FCCS base URL and domain
  • PCMCS: The PCMCS base URL and domain
  • Tax Reporting: The Tax Reporting base URL and domain
  • Freeform Planning: The Freeform Planning base URL and domain
  • Oracle Cloud ERP: The base URL for your Oracle Cloud ERP module

Select your installation type below:

Existing Installation

If there is an existing installation of ExoInsight, you can install the new version side-by-side with the old so you can immediately fall back to the old version if there are any issues with the installation. To do this, first stop the existing version of ExoInsight:

Stop ExoInsight

  • Windows: 
    • Open Task Scheduler. Find the ExoInsight start and ExoInsight stop tasks.
    • End the ExoInsight start task.
    • Run the ExoInsight stop task.
    • Refresh the task list. Neither ExoInsight start or ExoInsight stop should be running:

ExoInstall0.png

  • Linux
    • End the start.sh process

Navigate to the ExoInsight URL to make sure it is not running.

Next create a new folder for the new version. We recommend naming the folder in the following naming convention: <path>/ExoInsightVersionNumber. For example, if you are installing ExoInsight version 10.4.0 under C:\Program Files, then the installation path would be as follows:

C:\Program Files\ExoInsight1040

Doing this allows you to keep old instances of ExoInsight available when upgrading, providing you the opportunity to immediately fall back to the old version if required. Once ExoInsight is stopped and the new folder is created, you can follow the normal ExoInsight installation instructions below.

 

Next is to download the ExoInsight installer. The current version of the installer can be obtained by contacting Casabase Software. The installer will come as a zip or tar file in the following format:

ExoInsight_Installer_X.X.X_WIN.zip
ExoInsight_Installer_X.X.X.LIN.tar

 

Important! Once downloaded, unzip the contents into the new installation directory that was created above.

 

Windows Installation

Navigate to the installation folder where the contents of the installer were unzipped to. Right click on the install.bat file and Run As Administrator. Note: If you are asked if you would like to run the application as an administrator, you do not have full admin rights on the server. Please install ExoInsight with a user who has full admin rights. 

You can also open up a command prompt as an Administrator, navigate to the folder created above for the installation, and kick off the install.bat process manually.

 

Installer screens

Welcome

mceclip0.png

 

Licensing Agreements

mceclip1.png

 

Installation Options

Select the options for installation. Core must be selected. Select Essbase if installing for on-premises Essbase, OCI Essbase, OAC, Essbase 19c, or Essbase 21c. Select PBCS for all Oracle Cloud EPM sources (PBCS, FCCS, PCMCS, Tax Reporting, Freeform). Select HFM for HFM. Select ERP for Oracle Fusion Cloud ERP applications. 

mceclip3.png

 

License Information

Enter your license information. You will receive your license key from Casabase Software.

mceclip4.png

 

Essbase Information (Optional)

If you selected the Essbase installation package, you will be prompted to enter the Essbase server name as well as an ExoInsight admin. Enter both the Essbase server name (or IP address of the Essbase server) as well as a valid Essbase user that will be the ExoInsight admin. 

The environment information you enter here will be associated with an ExoInsight environment name called prod. This name can be modified after the installation is complete and additional environments can be added as well.

For the Essbase connection mode, leave as embedded unless APS connection is required.

  • Note: The ExoInsight admin does not need to be an administrator of the source system. Any user that can authenticate to the source system can be used.

mceclip5.png

 

PBCS Information (Optional)

If you selected the PBCS installation package, you will be prompted to enter the PBCS base URL, PBCS domain, and a user to use as the ExoInsight admin. 

PBCS/FCCS URL: If your PBCS URL is similar to the following:

https://planning1-a111111.pbcs.us2.oraclecloud.com/HyperionPlanning

Then your PBCS base URL will be

planning1-a111111.pbcs.us2.oraclecloud.com

PBCS/FCCS Domain: Using the sample URL above, the domain would be

a111111

The environment information you enter here will be associated with an ExoInsight environment name called PBCS_env. This name can be modified after the installation is complete and additional environments can be added as well.

  • Note: The ExoInsight admin does not need to be an administrator of the source system. Any user that can authenticate to the source system can be used.

mceclip6.png

 

HFM Information (Optional)

If you selected the HFM installation package, you will be prompted to enter the HFM server, HFM cluster, HFM locale, the reg.properties contents, and a user to use as the ExoInsight admin. 

The reg.properties contents can be found in the results of the HFM_JarFinder utility. Simply copy all the text in reg.properties and paste it into the reg.properties section of the installer screen below.

Note: There are additional setup tasks for HFM that must be completed once the installation is complete. Please see the Additional HFM Setup Tasks section once the ExoInsight installation is complete.

 

mceclip7.png

ERP Information (Optional)

If you selected the ERP installation package, you will be prompted to enter the Oracle Fusion Cloud ERP URL as well as an ExoInsight admin. 

The environment information you enter here will be associated with an ExoInsight environment name called ERP. This name can be modified after the installation is complete and additional environments can be added as well.

  • Note: The ExoInsight admin does not need to be an administrator of the source system. Any user that can authenticate to the source system can be used.

mceclip8.png

Installation progress

mceclip9.png

 

ExoInsight Windows Task Scheduler task creation

mceclip10.png

 

Installation complete

mceclip11.png

ExoInsight should now be running as a normal Task Scheduler task. There are two tasks, one to start ExoInsight, and one to stop ExoInsight.

ExoInstall12.png

 

By default, the ExoInsight start task will be created and run with the user that is logged into the server for the installation. It is highly recommended that this user be changed to a service account.

ExoInstall12a.png

Click on the Settings tab of the ExoInsight start task. Make sure the Stop the task if it runs longer than: option is unselected.

ExoInstall12b.png

 

 

Linux-Compatible OS Installation

First run the following command in the installation directory that the installer was unzipped to:

chmod a+x install.sh

Then kick off the install.sh command. The following prompts will appear.

───────────────────────────────────────────────────
Welcome
───────────────────────────────────────────────────
Welcome to the installation of ExoInsight X.X.X!
This software is developed by:
- Casabase Software LLC <support@casabasesoftware.com>
The homepage is at: https://casabasesoftware.com

Press 1 to continue, 2 to quit, 3 to redisplay

The Welcome screen will appear. Select 1 to continue.

 

FOR AUSTRALIA ? YOU HAVE STATUTORY GUARANTEES UNDER THE AUSTRALIAN CONSUMER LAW
AND NOTHING IN THESE TERMS IS INTENDED TO AFFECT THOSE RIGHTS.
11.LIMITATION ON AND EXCLUSION OF REMEDIES AND DAMAGES. YOU CAN RECOVER FROM CASABASE SOFTWARE LLC
AND ITS SUPPLIERS ONLY DIRECT DAMAGES UP TO U.S. $5.00. YOU CANNOT RECOVER ANY OTHER
DAMAGES, INCLUDING CONSEQUENTIAL, LOST PROFITS, SPECIAL, INDIRECT OR INCIDENTAL
DAMAGES.
This limitation applies to
*anything related to the software, services, content (including code) on third party Internet sites, or third party
programs; and
*claims for breach of contract, breach of warranty, guarantee or condition, strict liability, negligence, or other tort 
to the extent permitted by applicable law.
It also applies even if CASABASE SOFTWARE LLC knew or should have known about the possibility of the damages. The above 
limitation or exclusion may not apply to you because your country may not allow the exclusion or limitation of
incidental, consequential or other damages.




Press 1 to accept, 2 to reject, 3 to redisplay

Select 1 to accept the EULA.

 

─────────────────────────────────────────────────────────────────
Target Path
─────────────────────────────────────────────────────────────────
Select the installation path: [C:\Program Files\ExoInsight]
c:\Program Files\ExoInsight_Enterprise_XXX
---------------------------------------------------------------------------------
Message

The target directory will be created:
c:\Program Files\ExoInsight_Enterprise_XXX
---------------------------------------------------------------------------------
Enter O for OK, C to Cancel:

O


Press 1 to continue, 2 to quit, 3 to redisplay
1

Enter the path for the installation directory.

 

─────────────────────────────────────────────────────────────────
Select Installation Packages
─────────────────────────────────────────────────────────────────
Select the packs you want to install:

[x] Pack 'Core' required
-------------------------------------
[ ] Include optional pack 'Essbase'
-------------------------------------
Enter Y for Yes, N for No:
Y
----------------------------------
[ ] Include optional pack 'PBCS'
----------------------------------
Enter Y for Yes, N for No:
Y
---------------------------------------
[ ] Include optional pack 'VCRUNTIME'
---------------------------------------
Enter Y for Yes, N for No:
Y
Done!

Press 1 to continue, 2 to quit, 3 to redisplay
1

Select the packages to install. Core is required. If you are installing ExoInsight for Essbase (Essbase on-prem, OAC, OCI, 19c, or 21c), enter Y for optional pack Essbase. If you are installing ExoInsight for PBCS or FCCS, enter Y for optional pack PBCS. Enter Y for optional pack VCRUNTIME. 

 

────────────────────────────────────────────────────────────────
User Data
────────────────────────────────────────────────────────────────
ExoInsight configuration

Hostname: <myhostname>

------------------------------------------
License code received from support@casabasesoftware after emailing your hostname and version request. Leave blank for upgrade, since it already exists.
License code: []
<long license key>

Press 1 to continue, 2 to quit, 3 to redisplay
1

Enter the license key provided by Casabase Software.

 

────────────────────────────────────────────────────────────────
User Data
────────────────────────────────────────────────────────────────
Essbase server name: []
<essbase Server Name>
Select your Essbase version:
0 [x] 11.1.2.*
1 [ ] OAC
2 [ ] 11.1.1.*
Input selection:
0
------------------------------------------
Specify the first ExoInsight admin user - must be a valid Essbase username for the Essbase server specified above. Current user: carrh
ExoInsight admin user: []
<valid Essbase user>

Press 1 to continue, 2 to quit, 3 to redisplay
1

If you selected Essbase for installation, enter the Essbase server name. Note: additional Essbase environments can be added after installation. See the ExoInsight Configuration Guide for details.

Select the version of Essbase your organization is using. Note: Only one version of Essbase can be used per installation.

Enter a valid Essbase user that will serve as the ExoInsight administrator.

 

────────────────────────────────────────────────────────────────
User Data
────────────────────────────────────────────────────────────────
Your PBCS url without the https. If your PBCS url is 'https://planning1-a111111.pbcs.us2.oraclecloud.com/HyperionPlanning', then use 'planning1-a111111.pbcs.us2.oraclecloud.com' for the Base URL.
PBCS/FCCS base url: []
<my PBCS or FCCS URL>
In the sample PBCS url above, the domain would be 'a111111'.
PBCS/FCCS domain: []
<my PBCS or FCCS domain>
------------------------------------------
Specify the first ExoInsight admin user - must be a valid username for the PBCS/FCCS instance specified above. Current user: carrh
ExoInsight admin user: []
<valid PBCS or FCCS user>
Press 1 to continue, 2 to quit, 3 to redisplay
1

If you selected PBCS for installation, enter the PBCS or FCCS base URL. Note: additional PBCS and FCCS environments can be added after installation. See the ExoInsight Configuration Guide for details.

Enter the PBCS or FCCS domain.

Enter a valid PBCS or FCCS user that will serve as the ExoInsight administrator.

 

────────────────────────────────────────────────────────────────
Installation Finished
────────────────────────────────────────────────────────────────
-----------------------------------------
Generate an automatic installation script
-----------------------------------------
Enter Y for Yes, N for No:
N

After a few seconds ExoInsight will be installed. You may exit the installer.

 

Additional HFM Setup Tasks

If HFM was setup during the ExoInsight installation, one additional post-installation task is required. The HFM jar files gathered by the HFM_JarFinder utility must be transferred to the ExoInsight installation directory. To do this, follow these steps:

  1. Stop ExoInsight by running the ExoInsight stop task in Task Scheduler

  2. Extract the contents of the hfm_jars.zip file created by the HFM_JarFinder utility to the following directory: 
    <installation directory>/casabase/ExoInsight/HFM
  3. Start ExoInsight by running the ExoInsight start task in Task Scheduler

 

Post-Installation Tasks

Test that ExoInsight is installed properly. Navigate to following URL in a Chrome browser on the installation server:

http://localhost:9090/ExoInsight

A screen similar to the following should be displayed. This confirms that ExoInsight was installed successfully and is running.

ExoInstall13.png

The default URL is

http://ServerName:9090/ExoInsight

Where ServerName is the name of the server where ExoInsight was installed. If accessing ExoInsight while on the ExoInsight server, localhost can be used as the ServerName. Please note that ExoInsight is case-sensitive.

If SSL is desired, please see the ExoInsight SSL Setup guide. Note: SSL is highly recommended and should be implemented prior to migrating to ExoInsight to production.

Installation is now complete. Please see the ExoInsight Configuration Guide for additional configuration information.

 

 

 

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