Running Oracle EPM on Virtual Machines

What Is a Virtual Machine?

Wikipedia defines a virtual machine as “a simulation of a machine (abstract or real) that is usually different from the target machine (where it is being simulated on).” In essence, it is a fully functioning software version of an operating system/host that acts as its own independent host, sometimes referred to as a “guest.” It is possible and common to house many guests on one physical host. Virtual machines can run an operating system on non-standard chipset—for example, running windows on a Unix box, and vice versa.

Virtual Machine.png

In many cases, organizations have a virtual machine “farm,” which is a collection of physical servers connected to a common shared disk. In this scenario, any guest can be running on any given physical machine in the farm. In most modern virtualization implementation, high availability is maintained if a physical machine goes down because a remaining healthy physical machine in the farm can detect that, assume ownership of the guest, and boot it up.

But is it Supported by Oracle?

The phrase that Oracle uses is “supported, but not certified.” This means that Oracle has not certified EPM System products on third-party virtualized environments; however, Oracle Support will assist customers who are running EPM System products on third-party virtualized environments. The supportability matrix can be found here: http://www.oracle.com/technetwork/middleware/bi-foundation/hyperion-supported-platforms-085957.html

  • When a customer logs a previously unreported issue, Oracle Support might require the issue to be diagnosed in a non-virtualized environment when there is reason to believe that the virtual environment is a contributing factor. Oracle Support might refer customers to the third party virtualization vendor for issues that cannot be duplicated in non-virtualized environments.
  • When a problem has been previously reported and a resolution is available, Oracle Support may recommend the appropriate solution on the non-virtualized operating system. If that solution does not work in the virtual environment, the customer will be referred to their virtualization software vendor for support. If the customer demonstrates that the Oracle solution does not work when running on a non-virtualized operating system, Oracle will resume support, including logging a bug with Oracle Development for investigation if necessary.
  • Oracle will support virtual environments using Oracle VM.

Specifically, Oracle has not certified ANY of its products for use on third-party virtualization technologies, such as VMWare, and can reserve the right to direct your support case to the virtualization vendor if they so determine (see Oracle Knowledge Base article ID 249212.1). However, Oracle will support you in a virtual environment if you are using OracleVM as your virtualization technology.

The Good and the Bad

Probably the biggest reason why virtualization is so attractive is for pure server consolidation—running more hosts on fewer servers. Instead of dedicating an entire physical server to one operating system deployment, people can do more to better utilize the resources. Also, virtualization allows users to dynamically allocate resources, so adding/removing memory, CPU, or disk resources to a guest is a snap. Minimizing physical servers nets an obvious cost and time savings. In essence, virtualization allows IT organizations to maximize their hardware performance and minimize IT maintenance.

Another major advantage is the ease of backup/recovery and disaster recovery. Backing up a host can be as easy as getting a snapshot in time. And given that guest images are portable, they can be shipped to anywhere and run on another server, such as a disaster recovery data center. Of course, backup and disaster recovery is possible and common on physical machines; however, virtualization makes it easier and standard across the enterprise.

People will tell you the main disadvantages of virtual machines is performance. While there is an overhead of having two operating systems (the physical host and the guest running on it), the amount of degradation differs and is debatable.

Is it Right for You?

The industry is seeing more and more use of virtualization in EPM deployments. But is it right for you? The short answer is, “It depends.” Many factors influence your decision to consider a virtual environment.

  • Current hardware, SAN landscape, and maturity of existing virtualization technology
  • Performance needs
  • Current backup/recovery and high availability technology abilities
  • Disaster recovery needs
  • Tolerance to downtime and data loss
  • What products you have (Virtualization decisions may be different with Planning, Reporting, Financial Management, or Essbase)
  • Data center space, power options
  • DEV, TEST, or production instances
  • Oracle Support policy
  • Internal support capabilities

While EPM products are expected to function properly in virtual environments, there might be performance implications, which can invalidate Oracle's typical sizing recommendations. An analysis should be performed within the context of the specific application being hosted in the virtual environment to mitigate potential resource contention, as this can result in degradation of performance and scalability, particularly under peak load. In short, only a detailed hardware design and full understanding of all the factors can say for sure.

About Oracle ACE Director Eric Helmer

Oracle ACE Director Eric Helmer is one of the nation’s leading consultants in Oracle-Hyperion Business Intelligence infrastructure. He is a recognized expert in the area of world-class Hyperion Windows and Unix implementations, and a champion for the free exchange of information on best IT practices about Oracle solutions. He is well-known in conference attendance circles (Solutions, Collaborate, Kaleidoscope, etc.), as well as many Oracle users groups around the nation. He has participated in Hyperion beta code validation, is a certified graduate of Oracle University (DBA), and a familiar face within corporate finance offices of the fortune 200 nationwide. He has been dedicated to Oracle solutions for more than eight years, specializing in SQL, Database Administration, Oracle RAC, Hyperion, Oracle Data Integrator, WebLogic, and Oracle Application Server. Eric is the domain lead for the Oracle Applications User Group’s (OAUG) Hyperion Special Interest Group (SIG) and the Oracle Developer Tools User Group (ODTUG) Hyperion SIG. He will be speaking at this year’s upcoming ODTUG Kscope14 in June and the OAUG Collaborate in April.

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