Oracle® Essbase

Getting Started with Oracle Essbase

Release 21
F17138-10
December 2023
Oracle Essbase Getting Started with Oracle Essbase, Release 21

F17138-10

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Contents

1 What Is Oracle Essbase?

About Oracle Essbase 1-1
Features of Oracle Essbase 1-2
Overview of Latest Oracle Essbase Platform 1-3
Use Case Examples 1-6

2 How Do I Get Started?

Differences Between Essbase Deployment Options 2-1
Installing Oracle Essbase on Independent Deployments 2-1
Deploying Oracle Essbase on Oracle Cloud Infrastructure via Marketplace 2-2
Using Oracle Essbase 2-2
Oracle Learning Library 2-3
Oracle Essbase Accessibility 2-3
Web Interface Keyboard Equivalents 2-4
Cube Designer Keyboard Equivalents 2-4
About the Analyze Data View 2-6

A Certification Matrix
System A-2
Client A-2
Browser A-3
Database A-4
Interoperability A-6
ID and Access A-6

iii
Accessibility and Support

For information about Oracle's commitment to accessibility, visit the Oracle

Accessibility Program website at http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=docacc.

Access to Oracle Support

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if you are hearing impaired.

4
1
What Is Oracle Essbase?
Oracle Essbase is a business analytics solution that uses a proven, flexible, best-in-class
architecture for analysis, reporting, and collaboration. Essbase delivers instant value and
greater productivity for your business users, analysts, modelers, and decision-makers, across
all lines of business within your organization.

Topics:
• About Oracle Essbase
• Features of Oracle Essbase
• Overview of Latest Oracle Essbase Platform
• Use Case Examples

About Oracle Essbase

Oracle Essbase provides a wide range of powerful and comprehensive functionality.
• Best-in-Class Functionality
Oracle Essbase can be accessed on an intuitive web interface, or using Microsoft Office,
for all of your analytic and business modeling needs, from multi-dimensional analysis to
complex procedural business logic applied to your data. You can easily create and share
on-the-fly transient models or deliver enterprise-wide long-established databases. New
agile forecasting functionality facilitates collaborative what-if analysis and modeling. A
gallery of cube templates provided with Essbase helps you get started.
• Proven Platform and Technology
Oracle Essbase can be easily deployed on Oracle Cloud Infrastructure or independent
deployments, and then widely used to solve simple to complex business analytics use
cases across all industries. It is designed to help you model business performance levels
and deliver what-if analyses for varying conditions.
When using Oracle Essbase on Oracle Cloud Infrastructure via Marketplace, it helps you
build your company's cloud strategy efficiently by avoiding data and business process
fragmentation. With Oracle Identity Cloud Service, Essbase can utilize enterprise-wide
user profiles to integrate with Oracle Cloud.
• Flexible
Oracle Essbase leverages the best of your own applications, adds new functionality, and
reduces the complexity of deployment. You get specially built technology to facilitate your
rapid deployment of on-the-fly analytic models, enabling them to be extended as your
business needs evolve or discarded in favor of your new models. By creating and sharing
ad hoc models, you can quickly build and collaborate using Microsoft Excel or web
interfaces.
• Enterprise Ready
Oracle Essbase is your one-stop application to build, deploy, and manage analytic and
reporting applications for any size organization and deployments. It supports data backup

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Features of Oracle Essbase

and migration, and can also distribute application templates throughout your
organization without compromising ease of use or self-service options. The
software provides flat-file, Excel-based, and SQL-based import and export.
• Rapid Deployment
With latest Essbase 21c independent deployment release, you can deploy Oracle
Essbase with a stand-alone installer and configuration tool.
When using Oracle Essbase on Oracle Cloud Infrastructure via Marketplace
allows you to quickly deploy relevant Oracle Cloud Infrastructure stack
components to get started using Essbase. You don't have to buy, install, or
configure hardware on-premises. With quick deployment, you can deploy
database, storage, and required network infrastructure components.
Using the new application workbook upload, you can also leverage the deep
product expertise of the worldwide Oracle Hyperion Partner network and the
Essbase gallery templates to quickly develop and deploy cloud-based analytic
models.
• Portability
When using the Essbase 21c independent deployment release, you can migrate
your Essbase users and applications and take advantage of the latest Oracle
Essbase features.
If you’re an existing Essbase customer, you can choose to leverage its built-in
migration capabilities to port your on-premises or cloud applications to Oracle
Essbase on Oracle Cloud Infrastructure via Marketplace. Migrating to the cloud
enables your organization to extend Oracle Essbase usage across the enterprise
to other lines of business, without additional demands on your IT resources,
hardware, personnel or budget.

Features of Oracle Essbase

Oracle Essbase provides a complete set of tools and features for deriving and sharing
data insights.
Both large organizations and small teams can share data more simply, without the
need to manage or consolidate multiple versions of spreadsheets, and quickly perform
ad hoc analysis of the spreadsheet data. Application developers can utilize interfaces
that enable them to extend, customize, and embed rich analytic experiences in the
application flow.
You can also:
• Create and manage Essbase applications from Microsoft Excel by using Cube
Designer
• Create connections and data sources for drill through, data loads, and dimension
builds
• Collect collaborative data, create scenarios, and perform what-if analysis using
Smart View
• Create transparent and replicated partitions
• Manage Essbase, including backups, migration, monitoring, and patches, giving
you control and manageability

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Overview of Latest Oracle Essbase Platform

• Using Essbase on the cloud, with Oracle Cloud Infrastructure via Marketplace, you can
use Oracle Analytics data flows including ingestion, transformation, and persistence, to
create Essbase applications. You can also set up a private VCN to connect to on-
premises data sources.

Overview of Latest Oracle Essbase Platform

Oracle Essbase on Oracle Cloud Infrastructure (OCI) via Marketplace and Essbase 21c on
independent deployments, are available as part of standalone deployments as a powerful
analytic platform with robust new features added since Release 11g.
You can implement Essbase:
• on the cloud, using Oracle Cloud Infrastructure via Marketplace listings
• by installing Essbase 21c on independent deployments. For supported platforms, see the
Oracle certification matrix.

Platform Features
Architecture — The Essbase 21c independent deployment architecture includes a middle-
tier platform that runs on WebLogic. This Fusion Middleware architecture enables fast
performance, optimized memory usage, high concurrency, flexible deployment options, and
failover.
Essbase on Oracle Cloud Infrastructure architecture utilizes OCI to enable the same benefits.
Both independent and cloud-based architectures utilize Oracle Database and/or your choice
of relational database to store Essbase schemas.
Query Engine — Hybrid mode is the default query engine for block storage cubes, providing
robust dependency analysis and fast aggregation. Hybrid mode has fewer limitations than it
did in Release 11g, handles more calculations, and is enhanced with several tuning options.
Failover — In Essbase 11g, Provider Services enabled failover leasing managed through
OPMN. Today, on Essbase 21c independent deployments only, failover is integrated with
WebLogic to support a central request leasing system that determines which node is active
and which nodes are waiting on standby.
Security — In Essbase 21c independent deployments, all data is encrypted in transit layer
using Transport Layer Security (TLS) 1.2. You can implement a load balancer. In
deployments of Essbase on Oracle Cloud Infrastructure, you can implement public or private
subnets, policies, firewalls, and other network security options available in Oracle Cloud
Infrastructure.
For user authentication, you can choose WebLogic Embedded LDAP in conjunction with your
choice of external authentication provider, or, if you already use EPM Shared Services
security, you can continue to use it with Essbase 21c independent deployments only.
Authentication using Identity Cloud Service (IDCS) is an option if you are deploying Essbase
on Oracle Cloud Infrastructure via Marketplace.
There are three Essbase user roles: User, Power User, and Service Administrator.
Application permissions, granted separately, are Application Manager, Database Manager,
Database Update, and Database Access. All roles from EPM Shared Services can be
mapped to the new roles and permissions, or, you can continue to use EPM Shared Services
(Essbase Essbase 21c independent deployments only).
Essbase filters help you implement fine-tuned, cell-level access controls to your cubes. Using
dynamic filters with built in functions/variables, you can make filters extensible and adaptible

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Overview of Latest Oracle Essbase Platform

to a changing user base and real-time source data. You can use LoginAs to test the
filters in the administrative interface.
Administrative Interface —The Essbase web interface enables you to manage
applications, users/groups, and Essbase artifacts. It includes a rich outline editor,
scripting editors, a data analysis interface where you can save grid layouts, and a load
rules editor with built-in data previews. A centralized Jobs interface lets you initiate
requests, and monitor active and recent requests. Cube Designer and Smart View, as
well as utilities for migration, automation, and administration, are available to download
from the Console.
Essbase Administration Services Lite — Although the Essbase web interface is the
modern administration interface and offers the current platform features, a light version
of Essbase Administration Services (EAS) is a limited-support option for continued
management of your applications, in case your company is not ready to adopt the new
interface. The features and functionality of EAS are limited to what was available in
Release 11g and do not encompass the modern platform features.
Accelerated Development and Audit Capabilities — Calculation tracing lets you
monitor and debug calculation scripts. Query tracing can be used to monitor and
debug query performance. Audit trail enables you to track changes made to data.
Solve order can be adjusted while you're working in Smart View.
Automation and Developer tools — REST API helps you automate management of
hosted Essbase resources and operations over secured HTTP. Java and C API are
also available, as well as a new command line interface (CLI), the MaxL administrative
scripting language, Report Writer, and backward-compatibility support for the
ESSCMD command language.
Catalog — The Catalog is a central place to store files and artifacts associated with
Essbase applications and users. It includes user and shared directories, and an
instructive Gallery of sample cubes.
Gallery — Included in the Catalog is a Gallery of cube templates, in the form of Excel
application workbooks. You can easily import these workbooks to build a diverse
variety of sample cubes. The samples are instructional for learning about different use
cases for Essbase applications and features, as well as learning how to build and
design cubes from structured and unstructured workbooks.
Cube Designer — The Cube Designer extension for Excel is a client interface for
designing and building Essbase cubes from application workbooks. This interface
offers a flexible and portable cube design and administration system. Structured
workbooks simplify everyday cube design, optimization, and portability. Cube Designer
infers patterns found in unstructured workbooks, to help you shape raw data into
hierachically organized cubes.
Connectivity — Essbase APIs use TLS/SSL for secure connectivity both internally
between components and externally with other applications. You can connect from any
software using Essbase Runtime Client (RTC) over secure HTTP without needing to
open additional TCP/IP ports to enable client connectivity.
Connections and Datasources — Essbase administration tasks often require
connectivity to remote source data or hosts. With reusable connections and
Datasources, you no longer have to code the connection details into artifacts like rule
files or filters, or enter them each time you perform other connection-dependent tasks.
Analysis — You can perform ad hoc data queries/grid analyses on cube data from the
administrative Essbase web interface, as a built-in alternative to connecting via Smart

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Overview of Latest Oracle Essbase Platform

View. You can save your grid layouts, run report scripts, and run and save named MDX
queries.
Calculation — Essbase offers a rich library of calculation functions and commands to suit
most analytical applications, and you can add your own custom defined functions and macros
built using Java. Calculation tracing helps you analyze and debug calculation script
performance and member formula processing. Tuple-based calculation helps you optimize
and refine calculation scope, limiting it to focus on the active Smart View grid. Hybrid mode
calculation can be selected, and is enhanced with several tuning options.
MDX Insert and Export — In addition to MDX’s well-known utility as a multidimensional
query language, you can use its Insert and Export directives to shape, copy, move, and
update any custom slice of multidimensional data.
Aggregate Storage Calculation — You can use MDX Insert to perform custom calculations
and allocations. You can automate the creation and maintenance of default aggregate views.
Data Load and Dimension Build — The Essbase web interface load rules editor with built-in
data previews enables import of data and dimension from the Catalog or from outside
sources. Rule file columns can employ functions like Sum, Min, Max, Count, and Avg to help
you shape your import. SQL-based loading has improved performance. Batch Outline Editing
can be performed programatically from Java or REST API. Command-line interface (CLI)
supports streaming data load from a variety of sources. Aggregate storage data load
optimizations are added, including buffer, merge, and cache tuning options.
Drill Through — When you need more data than what you can see in the Essbase cube, you
can use drill through reports to access external data sources. Performance is improved for
drill through connections to Oracle Database. The flexibility of drill through report design is
improved, allowing diversified selection of multiple cells or ranges of cells. Selections can be
recursive, non-recursive, level 0, contiguous, or non-contiguous.
Scenario Management — Scenario management offers the ability to build private work
areas or “sandboxes” in which users can model different assumptions within the data to see
the effect on aggregated results, without affecting the cube.
Shadow Applications — To perform cube modifications and restructures with limited down
time, you can create a shadow application that is a copy of the primary application. The
primary application continues to serve read-only operations, such as queries, while you
perform modifications on the shadow application. You can make the shadow application
visible or hidden. For more information, see the Create Shadow Application endpoint in the
REST API.
Configuration — Most configuration parameters you need for application tuning should be
set per application, using the Essbase web interface. If you install Essbase 21c on
independent deployments, you also have control of the system wide configuration defaults in
essbase.cfg, if needed.
Logging — Logs are in Oracle Diagnostic Logging (ODL) format. You can download log files
from the Essbase web interface. You can use Performance Analyzer to analyze Essbase logs
to generate usage and performance statistics.
Migration, Backup/Restore— Lifecycle Management Utility (LCM) makes it easy to migrate
on premise applications across Essbase releases and host servers. An additional migration
utility that helps migrate users and groups is also available to download from the Console.
For deployments on Oracle Cloud Infrastructure, you back up your Essbase stack using the
infrastructure.

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Use Case Examples

Use Case Examples

Here are some use cases examples for your deployment of Oracle Essbase.

Sample Scenario Description

Drill Through to Source Define and execute drill through reports so
that you can analyze additional detailed data
retrieved from external data sources.
Perform What-if Analysis Create, manage, and analyze scenarios, and
also use light-weight life cycle management of
the scenario themselves.
Forecast Perform top-down and bottom-up forecasting
and allocations.
Create and Manage Cubes from Excel Design, create, and modify fully functional
cubes from Excel-based application
workbooks.
Design the cube within the application
workbook, import the workbook to the cloud
service to create a cube, load data, and
calculate the cube.
Create cubes from tabular data, from any
source system.

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2
How Do I Get Started?
Here are some steps and information to help you get started.

Topics:
• Differences Between Essbase Deployment Options
• Installing Oracle Essbase on Independent Deployments
• Deploying Oracle Essbase on Oracle Cloud Infrastructure via Marketplace
• Using Oracle Essbase
• Oracle Learning Library
• Oracle Essbase Accessibility

Differences Between Essbase Deployment Options

Review this topic to learn the differences between Essbase 21c deployment options.
For an Essbase 21c independent deployment, you install and configure Essbase using
installation and configuration tools available on Oracle Software Delivery Cloud.
If you select to use Essbase 21c deployment on Oracle Cloud Infrastructure, you do not need
to run the installation and configuration tools. The deployment process sets up Essbase on
your Oracle Cloud Infrastructure (OCI) tenancy. Access the deployment stack listings from
Oracle Cloud Marketplace.

Feature or Component Independent Deployment Stack Deployment on

OCI
Integration with EPM System Foundation Services Yes No
Built-in integration with Identity Cloud Service No Yes
Support for failover configuration Yes No
Essbase Administration Services (EAS Lite) Yes No
Support for federated partitions to Autonomous Data No Yes
Warehouse
Support on Windows Yes No
Support for centralized Smart View URL for multiple Yes No
Essbase instances
Support for Smart View for Office (Mac and Browser). No Yes

Installing Oracle Essbase on Independent Deployments

Here are steps and information for getting started with installing and maintaining Oracle
Essbase on independent deployments. All topics referenced below are located in the
Essbase Independent Deployment documentation.

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Deploying Oracle Essbase on Oracle Cloud Infrastructure via Marketplace

First Steps More Information

Plan your installation and configuration Get Started with Oracle Essbase Installation and
Maintenance
Before You Begin
Certification Matrix
Install Oracle Essbase Install Oracle Essbase
Configure Oracle Essbase Configure Oracle Essbase
Configure Essbase Servers in a Failover Cluster
Manage user roles and application permissions Manage Essbase User Roles and Application Permissions
Migrate applications and users to Oracle Essbase Migrate Essbase Applications and Users
Manage server operations including backup, Manage Server Operations
patches, start or stop instances, uninstall, and more

Deploying Oracle Essbase on Oracle Cloud Infrastructure

via Marketplace
Here are steps and information for getting started with deploying and maintaining
Oracle Essbase on Oracle Cloud Infrastructure via Marketplace. All topics referenced
below are located in the Deploying Oracle Essbase on OCI via Marketplace
documentation, unless stated otherwise.

First Steps More Information

Plan your deployment Get Started with Deployment and Administration
Before You Begin with Oracle Essbase
Deploy Oracle Essbase Set Up Oracle Essbase
Migrate applications and users to Oracle Essbase Migrate Applications and Users
Manage user and roles Manage Users and Roles
Maintain Essbase including backup, patches, start Manage Oracle Essbase
or stop instances, and more
Find out more about Oracle Cloud Infrastructure Get Started with Oracle Cloud Infrastructure in the Oracle
Cloud Infrastructure Documentation
Find out more about Oracle Marketplace Overview of Marketplace in the Oracle Cloud Infrastructure
Documentation

Using Oracle Essbase

Here are steps and information for getting started with Oracle Essbase. All topic
referenced below are located in the Using Oracle Essbase documentation.

First Steps More Information

Access Oracle Essbase and its tools Access Tools and Tasks from the Console
Essbase, REST, and Smart View Client URLs
Set Up your Client Set Up Your Client
Explore gallery templates Explore the Gallery Templates

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Oracle Learning Library

First Steps More Information

Administer an application by executing MaxL scripts Manage Essbase Using the MaxL Client
Modify an outline Modify an Outline
Manage jobs Run and Manage Jobs Using the Web Interface
Create Essbase applications and provision a user Create an Application in the Essbase Web Interface and
Provision a User to Access and Query the Cube
Create an Application and Cube in Cube Designer
Solve business analytics scenarios and model Model Data in Private Scenarios
business performance
Analyze data and scenarios using Smart View Analyze Forecast Data in Smart View

For information on user roles and permissions, see Understand Your Access Permissions in
Essbase.

Oracle Learning Library

The Oracle Learning Library (OLL) is dedicated to hosting free instructional content
developed by Oracle subject-matter experts.
Use the Search function, OLL Advanced Search, to find resources for learning resources,
including general tutorials, videos, and Oracle by Example (OBE) tutorials.

Oracle Essbase Accessibility

Accessibility features in Oracle Essbase help make navigating and using the product easier
for persons with disabilities and for the aging population. Standards-based assistive-
technology hardware and software (such as Freedom Scientific JAWS or Microsoft Narrator)
are supported.
Topics:
• Web Interface Keyboard Equivalents
• Cube Designer Keyboard Equivalents
• About the Analyze Data View
Notes:
• For full screen reader support, use JAWS.
• When navigating tables using the JAWS screen reader, use the keystrokes described on
HTML Tables with JAWS and MAGic.
• If a list row has an actionable item, such as an anchor or tag, press Enter to perform the
action. Press Esc to exit actionable mode.
Oracle customers can access online support at My Oracle Support. See Global Customer
Support Accessibility or, if you are hearing impaired, visit Accessible Oracle Support.
You can read about Oracle's commitment to accessibility on the Oracle's Accessibility
Program website: Oracle's Accessibility Program.

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Oracle Essbase Accessibility

Web Interface Keyboard Equivalents

Use these keyboard equivalents to access Essbase.

Activating Keyboard Shortcuts in Browsers

Browser Activation Keyboard Shortcuts

Firefox Alt + Shift + Keys
Internet Explorer Alt+ Keys
Google Chrome Alt+ Keys
Apple Safari Alt+ Keys

Analyze Data View in the Essbase web interface

Keys Actions
Shift + up arrow key To enter to the first cell inside grid and to get
the focus out of the grid (in both Ad Hoc
Analysis and Reports tabs).
Shift + Ctrl + up arrow key Launch the context menu.

Formula Inspector and Script Editor in the Essbase web interface

When you access the formula editor and the script editor using the keyboard, and the
cursor is inside the editor, use these keys to reach the element prior to or after the
script editor.

Keys Actions
Ctrl+Alt+Enter Move the cursor to the element previous to the
script editor.
Ctrl+Enter Move the cursor to the element after the script
editor.

Cube Designer Keyboard Equivalents

Use these keyboard equivalents to access Cube Designer.

Cube Designer Ribbon

Press Alt + CD to open the Cube Designer ribbon. The relevant equivalent keys will
appear next to the icons.

Keys Actions
CO Connections
CAT Catalog
LO Local
DP Designer panel
FE Formula editor
HV Hierarchy viewer

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Keys Actions
BC Build cube
LD Load data
CAL Calculate
AN Analyze
VJ View jobs
TD Transform data
OP Options
HE Help
AT Admin tasks
CS Currently selected

Designer Panel
The designer panel keyboard equivalents work only when the cursor is on the designer panel.
If the cursor is on the worksheet, then press F6 + Tab to move the cursor to the designer
panel and use the panel equivalents.

Keys Actions
Ctrl + Alt + F From sheet
Ctrl + Alt + T To sheet
Ctrl + Alt + R Reset
Ctrl + Alt + S Sync
Menu (or right click) When a dimension from the dimensions list is
selected, opens the dimensions context menu

Cube Designer Catalog

Keys Actions
Ctrl + U Upload to Essbase
Enter Enter folder or download file
Ctrl + X Select a file to be moved to another location
Ctrl + C Select a file to be copied to another location
Ctrl + V Paste a file
Del Delete a file or files
F2 Rename the selected file or folder
F5 Refresh
Ctrl + Shift + N Create a new folder
Ctrl + A Select all items
Left and right arrows Toggle focus between the catalog and the files
area
Backspace Navigate to parent folder
Menu (or right click) Opens file context menu

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Cube Designer Formula Editor

Keys Actions
Ctrl + 1 Focus on member tree
Ctrl + 2 Focus on formula content
Ctrl + 3 Focus on function tree
Ctrl + A Select all text
Ctrl + V Paste file
Alt + V Validate formula
Alt + S Save formula
F3 Search
Ctrl + Tab Tabular spacing
Enter Add a new line to the formula content, or, if
focused on the function list, insert the selected
item into the formula

Cube Designer Hierarchy Viewer

Keys Actions
F2 Rename member
F3 Find next (according to search term)
F5 Reload
Menu (or right click) Opens member context menu

Optimize Cube

Keys Actions
Esc Ends analysis operation

Job Manager

Keys Actions
Del Deletes a job from the table

Transform Data

Keys Actions
Menu (or right click) Opens the member context menu

About the Analyze Data View

Use these accessibility guidelines for the Analyze Data View in the Essbase web
interface.
• It does not support screen readers. If you need a screen reader, use Smart View
instead.

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• You can use shortcut keys to navigate the grid.

• When navigating the Ad Hoc Analysis and Reports tabs, use the arrow keys to move
across cells. To focus on a link in a cell, first navigate to that cell and then press the Enter
key.
• If a cell has an actionable item, such as a link, menu, image, or radio button, press Enter
to perform the action. Press Esc to exit actionable mode.

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A
Certification Matrix
This matrix provides certification for: Oracle Essbase 21c independent deployments (where
you download software from Oracle Software Development Cloud and then install and
configure setup) and for Oracle Cloud Infrastructure (OCI) via Marketplace (where you deploy
Essbase, from the OCI Console, using Marketplace listings).
For interoperability and compatibility information, see Understanding Interoperability and
Compatibility at https://docs.oracle.com/en/middleware/fusion-middleware/12.2.1.4/intop/
toc.htm.
• System Certification
• Client Certification
• Browser Certification
• Database Certification
• Interoperability
• Identity and Access Management

Note:
Conventions in this matrix:
• The phrase "and higher" after a version number indicates that this version and
all higher versions are certified. For example, "21.1 and higher" means 21.1,
21.1.1, 21.1.2, 21.2, 21.3, 21.4, 21.4.2, and so on.
• The use of an "x" after a version number indicates that this version, and all
higher versions at that decimal level, are certified. For example, "Release
21.1.x" means 21.1.0.0.0, 21.1.1, 21.1.2, and so on - only versions of 21.1
decimal level, and not 21.2 or higher.
• Any exceptions are noted in the Notes column.

Note:
Regarding Virtualization - for independent deployments only:
Oracle Essbase is mainly certified against the Operating System (OS) and not a
specific virtualization technology. If an OS vendor releases a newer OS version,
along with a complementary virtualization and/or partitioning technology, the
support of this new combination depends on the new OS being certified
• by Oracle
• by virtualization technology provider

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 Appendix A
System

System
This matrix provides certification for Oracle Essbase (Plus) 21c independent
deployments and Oracle Cloud Infrastructure (OCI) via Marketplace.
For interoperability and compatibility information, see Understanding Interoperability
and Compatibility at https://docs.oracle.com/en/middleware/fusion-middleware/
12.2.1.4/intop/toc.htm.
Independent Deployments

Essbase Version OS Version Notes

21.1 and higher Red Hat Enterprise Linux 7, 8 See Note 3
21.1 and higher Oracle Linux 7, 8 See Notes 1, 2, 3
21.3 and higher Windows Server 2019 -
21.5 and higher Windows 2022 -

Notes:
• Oracle App 64 bit support for all Oracle Essbase versions.
• Note 1: If running on Oracle VM, Oracle VM 3.3.1 and higher is supported.
• Note 2: For Oracle Unbreakable Enterprise Kernel Release 4 on Oracle Linux 7,
UL 1 or higher is required.
• Note 3: For Linux 8, install libnsl.so.1, with the assistance of your Linux System
Administrator, if not installed by default. EAS lite requires this file.

Essbase Version Supported JDK Version*

21.1 1.8.0_261 and higher
21.2 1.8.0_261 and higher
21.3 1.8.0_302 and higher
21.4 1.8.0_302 and higher
21.5 1.8.0_361 and higher

Note:
Oracle App and JDK 64 bit support for all Oracle Essbase versions.

OCI Deployments
For Release Notes deployments listings on OCI, see OCI Marketplace Deployment.

Client
This matrix provides certification for Oracle Essbase (Plus) 21c independent
deployments and Oracle Cloud Infrastructure (OCI) via Marketplace. For JDK
supported versions, see supported versions on the System page of the Certification
Matrix.

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 Appendix A
Browser

Essbase Version Client Processor Notes

21.1 and higher Export Utility Linux x86-64 -
21.1 and higher Export Utility Microsoft Windows x64 -
(64-bit)
21.1 and higher LCM Utility Linux x86-64 -
21.1 and higher LCM Utility Microsoft Windows x64 -
(64-bit)
21.1 and higher CLI Utility Linux x86-64 -
21.1 and higher CLI Utility Microsoft Windows x64 -
(64-bit)
21.1 and higher Migration Utility NA Will not work with EPM
Shared Services Security
Mode.
21.1 and higher MaxL Client Linux x86-64 -
21.1 and higher MaxL Client Microsoft Windows x64 -
(64-bit)
21.1 and higher Essbase Client Linux x86-64 -
21.1 and higher Essbase Client Microsoft Windows x64 -
(64-bit)
21.1 and higher Essbase Client MacOSx Supported version is 10.10
and higher.
21.1 and higher Cube Designer NA 1. Works with latest version
of Smart View. See
Interoperability page.
2. Cube Designer version
and Essbase Server
versions should always be
the same.
21.1 and higher Essbase JAPI NA -
21.1 and higher EAS Lite for 21c Microsoft Windows x64 For independent
(64-bit) deployments only. See Use
Essbase Administration
Services Lite.

Browser
This matrix provides certification for Oracle Essbase (Plus) 21c web user interface
independent deployments and Oracle Cloud Infrastructure (OCI) via Marketplace.
The following are the browser software supported versions for the Essbase web interface:
• Safari
• Edge
• Chrome
• Firefox
Please see Oracle Software Web Browser Support Policy (Doc ID 2092205.1) for more
details.

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 Appendix A
Database

Note:
For all of the above, browser support is no longer based on operating
systems, but strictly tied to the browser themselves, no matter operating
systems on which they are installed.

Database
This matrix provides certification for Oracle Essbase (Plus) 21c independent
deployments and Oracle Cloud Infrastructure (OCI) via Marketplace.
Target Database for RCU

Essbase Version Database* Notes

21.1 and higher Oracle Autonomous Database (ATP For OCI deployments only; see Notes
and ADW) 19c 1, 2, 4, and KM DOC ID 2825030.1.
21.1 and higher Oracle Database 12.1.0.1, 18.3, 19.3 If deploying on OCI, see Notes 2, 3.
and higher
21.1 and higher Microsoft SQL Server 2016 SP2 For independent deployments only.
21.3 and higher Microsoft SQL Server 2019 For independent deployments only.

Notes:
• ,
• Note 1: The latest available Autonomous database on OCI (ATP) will be deployed
in case users do NOT select the “USE EXISTING DATABASE” option at the time
of deployment of the stack.
• Note 2: If OCI DB System is used, Essbase compute and Database (OCI or
Autonomous) should be in the same Region.
• Note 3: Bare Metal and VM databases are supported. Exadata is not supported in
21.4 and higher, as it is no longer supported in OCI provisioning and with
Terraform.
• Note 4: Both serverless and dedicated are supported.
Platform SQL
Platform SQL refers to performing a data load or dimension build using the
Connections and Datasource constructs. The database used in Platform SQL should
be network accessible, if you're not using the CLI or REST streaming options.

Essbase Version Database* Notes

21.1 IBM DB2 10.1 For IBM DB2 10.1, FP 2 and higher
are supported.
21.1 and higher Oracle Database 12.1.0.1, -
12.2.0.1.0, 18.3, 19.3 and higher
21.1 and higher Oracle Autonomous Database (19C) ATP and ADW can be used via the
wallet files provided.
For OCI deployments, both
serverless and dedicated are
supported.

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 Appendix A
Database

Essbase Version Database* Notes

21.1 and higher MySQL Database Server 5.6.x and Only MySQL Enterprise Edition is
5.7.x supported.
21.1 and higher Oracle Essbase 19.3 and higher -
21.1 and higher Microsoft SQL Server 2012, 2014, For Microsoft SQL Server 2012, SP1
2016 and higher is supported.
21.2 IBM DB2 10.1 For IBM DB2 10.1, FP 2 and higher
are supported.
21.3 and higher Microsoft SQL Server 2019 For independent deployments only.

Direct SQL
Direct SQL allows users to connect to the data sources by direct SQL in rules files.

Essbase Versions Database* Notes

21.1 Teradata Database 16.20 See Note 2.
21.1 IBM DB2 10.1 See Note 3.
21.1 MySQL Database Server 5.6.x and Only MySQL Enterprise Edition is
5.7.x supported.
21.1 and higher Oracle Database 12.1.0.1, -
12.2.0.1.0, 18.3 and higher
21.1 and higher Oracle Autonomous Database (19c) For OCI deployments, see Note 1.
21.1 and higher Microsoft SQL Server 2012, 2014 For Microsoft SQL Server 2012, SP1
and 2016 and higher are supported.
21.1 and higher Microsoft SQL Server 2012, 2014 For Microsoft SQL Server 2012, SP1
and 2016 and higher are supported.
21.2 IBM DB2 10.1 See Note 3.
21.2 MySQL Database Server 5.6.x and Only MySQL Enterprise Edition is
5.7.x supported.
21.3 and higher Microsoft SQL Server 2019 For independent deployments only.
21.3 Teradata Database 17.0 See Note 2.
21.4 Teradata Database 17.1 See Note 2.
21.5 Teradata Database 17.2 See Note 2.
21.5 Oracle Database 21.1 and higher Starting with Essbase 21.5, Oracle
21.1 and higher are supported as a
repository schema and data source.

Notes:
• *Database column notes for Direct SQL:
– Oracle databases listed in Database column are supported on all platforms supported
on this page.
– For all Oracle configurations: Single instance, RAC, XA, and DR are supported.
– Oracle DB XE is not supported.
– Oracle recommends using latest Oracle DB PSU's.
– Essbase uses ODBC 8.0.2; see related ODBC documentation: https://
www.progress.com/odbc.
– For latest recommended patch information, see Oracle Support.

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 Appendix A
Interoperability

• Note 1: Both serverless and dedicated are supported.

• Note 2: Database Client: Teradata Native ODBC and JDBC driver client version.
Native Drivers are recommended.
• Note 3: Repositories hosted in DB2 or Sybase must set DB (tablespace/dbspace)
page size greater than 4k. For IBM DB2 10.1, FP 2 and higher are supported.

Interoperability
This matrix provides certification for Oracle Essbase (Plus) 21c independent
deployments and Oracle Cloud Infrastructure (OCI) via Marketplace.
For Interoperability and Compatibility information, see Understanding Interoperability
and Compatibility at https://docs.oracle.com/en/middleware/fusion-middleware/
12.2.1.4/intop/toc.htm.
For Oracle Smart View support versions, see Supported Platforms Matrices
For Oracle Smart View for Office (Mac and Browser) requirements, see:
• Working with Oracle Smart View for Office (Mac and Browser): Supported Data
Source Providers
• Deploying and Administering Oracle Smart View for Office (Mac and Browser):
Prerequisites

Essbase Version Interoperability Product Interoperability Version

21.1 and higher Oracle Fusion Middleware 12.2.1.4.0

ID and Access
This matrix provides certification for Oracle Essbase (Plus) 21c independent
deployments and Oracle Cloud Infrastructure (OCI) via Marketplace.
Directory Services and User Directories

Essbase Version Identity Provider Product Version Notes

21.1 and higher Oracle Identity Cloud - For OCI deployments only.
Services on OCI
21.1 and higher As supported by WebLogic 12.2.1.4 CSS API is not supported
Server (see Notes 1 and 2) in WebLogic Security
Mode.
21.1 EPM Shared Services 11.1.2.4.x or 11.2.x See Note 3.
Security
21.2 EPM Shared Services 11.2.6.1 and higher See Note 3.
Security
21.3 EPM Shared Services 11.2.6.1 and higher See Notes 3 and 4.
Security
21.4 EPM Shared Services 11.2.8 and higher See Notes 3 and 4.
Security
21.5 EPM Shared Services 11.2.8 and higher See Notes 3 and 4.
Security

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 Appendix A
ID and Access

Notes:
• Note 1: WebLogic Embedded LDAP is provided and is not recommended for production
use cases.
• Note 2: All security providers supported are based on the WebLogic security mode. For
details, see: https://www.oracle.com/middleware/technologies/fusion-certification.html
• Note 3: For independent deployments only. For EPM Shared Services Security, see
"Non-Oracle ID and Access Mgmt" in the 11.1.2.x / 11.2.x Certification Matrix available
here: https://www.oracle.com/middleware/technologies/bi-foundation/hyperion-supported-
platforms.html. EPM products are governed by the Life Time Support Policy here: https://
www.oracle.com/us/assets/lifetime-support-applications-069216.pdf, the "Premiere
Support End" date for EPM 11.1.2.4.x release is Dec 2021.
• Note 4: Support only for Shared Services and Oracle Essbase instances that are running
on the same platform. Cross platform support is not certified.
Access Management

Essbase Version SSO Product Version Exceptions and

Additional Information
21.1 and higher Oracle Access 12.2.1.3.0 1. Uses Webgates listed at
Management http://www.oracle.com/
technetwork/middleware/id-
mgmt/documentation/
identity-
access-111230certmatrix-2
539086.xlsx.
2. Oracle HTTP Server
12.2.1.3 and higher are
certified for integration.

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