Oracle Hyperion EPM 11.1.2 Installation Configuration (11.1.2.4)

Introduction to Financial Management

• Outline the Oracle's Enterprise Performance Management System
• Outline Financial Management
• Outline Reporting and Analysis Framework
• Outline Related EPM System Products

Introduction to Planning

• Review Oracle’s Enterprise Performance Management System
• Outline Planning
• Outline Foundation Services
• Outline Essbase
• Review the Reporting and Analysis Framework

Preparing the Installation Environment

• Review Installation
• Learn the Pre-Installation Checklist
• Plan the Deployment Architecture
• Discuss Sample Deployment Scenarios
• Prepare the Security Infrastructure
• Configure SSL
• Prepare Web Application Servers, Web Servers, and Web Browsers
• Prepare Server and Client Disk Space and RAM and Understand Default Ports

Preparing the Software Requirements

• Select Supported Server and Client Platforms
• Select a Supported Database
• Learn about Classroom Database Definition
• Access Oracle Software and Documentation
• Prepare the Required Software
• Understand Release Compatibility
• Learn EPM System Software Dependencies
• Prepare Third-Party Software

Installing Product Components

• Review the EPM System Installer
• Install EPM System Products
• Perform Silent Installations
• Install Foundation Services
• Install Essbase
• Install Financial Management Product Components
• Install Planning, and Reporting and Analysis
• Install Smart View

Configuration Overview

• Outline the EPM System Configurator
• Configuration Prerequisites
• Configuration Tasks
• Configuration Sequence
• Configuring Products in a Clustered Environment
• Configuring Products in an SSL-Enabled Environment
• Performing Silent Configurations

Configuring Shared Services

• Run EPM System Configurator for Shared Services
• Configure the EPM Oracle Instance, the Shared Services, and Registry Database Connection
• Configure EPM System Common Settings
• Deploy to the Application Server
• Configure User Directories for Single Sign-On
• Register with Oracle Configuration Manager
• Set the Shared Services Admin User Password and Launch Shared Services Console
• Provision Users and Groups and Generate Reports in Shared Services

Configuring Performance Management Architect and Calculation Manager

• Configure Performance Management Architect
• Configure Calculation Manager

Configuring Essbase

• Configure Essbase
• Understand Essbase Authentication
• Add Essbase Servers

Configuring Financial Management and Performance Management Architect

• Configure Financial Management
• Configure Performance Management Architect
• Configure Calculation Manager

Configuring Planning

• Configure Planning
• Install and Configure Offline Planning

Configuring Reporting and Analysis Framework and Workspace

• Configure Financial Reporting and Framework Services
• Configure Workspace
• Install Financial Reporting Studio and Financial Reporting Print Server
• Integrate Products with Workspace

Verifying the Reporting Tools Installation

• Test Financial Reporting
• Test Web Analysis
• Test Related Content

Troubleshooting the EPM System Installation

• Troubleshooting Basics
• Review Hardware and Software Requirements and Release Compatibility
• Identify Port Conflicts
• Start and Stop EPM System Services
• Validate the Installation Configuration
• Run EPM System Diagnostics
• View and Analyze Logs
• Troubleshoot Product-Specific Issues

Verifying the Financial Management Installation

• Test Process
• Create Import Profiles
• Import Dimensions
• Create Financial Management Applications
• Configure the Application Settings
• Deploy Applications to the Application Server
• Load Data

Accessing Planning

• Verify the Installation
• Start Services
• Log on to Workspace
• Create and Deploy Applications
• Provision Users and Groups
• Configure Smart View
• Access Planning Applications
• Test Report Connectivity

Moving Classic Applications to Performance Management Architect/Switching Application Modes

• Outline Application Upgrade Wizard
• Access Application Upgrade Wizard in Workspace
• Move Classic Applications
• Switch Classic Applications to Performance Management Architect Applications
• Switch Performance Management Architect Applications to Classic Applications

Performing System Maintenance

• Review Backup and Recovery
• Back Up Databases and File Systems
• Back Up Windows Registry Settings
• Back Up and Recovering EPM System Products
• Manage EPM System Log Files