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Oracle Hyperion EPM 11.1.2 Installation Configuration (

Course Details
Code: D97661GC10
Tuition (USD): $3,908.00 • Classroom (4 days)


  • Oracle Hyperion Planning 11.1.2 Installation & Configuration
  • Oracle Hyperion Financial Mgmt 11.1.2 Installation & Configuration

In this course, you learn about the processes involved in installing, configuring, upgrading, testing, and maintaining both Financial Management and Planning applications. You will also learn about the layers in the Enterprise Performance Management infrastructure. Discussions include planning the installation, installing and configuring Hyperion Financial Management components, installing and configuring Planning components, testing, upgrading, and maintaining the system. Exercises provide hands-on practice installing and configuring both Financial Management and Planning applications. An overview to Foundation Services, Essbase, Reporting and Analysis Framework, and related EPM System products such as SmartView are also covered.

Learn To:

  • Install, configure, and verify Foundation Services and the EPM System
  • Install, configure, and verify Essbase components
  • Install, configure, and verify Calculation Manager components
  • Identify the Financial Management installation requirements
  • Install, configure, and verify Financial Management components
  • Identify the Planning installation requirements
  • Install, configure, and verify Planning components
  • Install, configure, and verify SmartView plugin
  • Install, configure, and verify Reporting and Analysis Framework
  • Perform Migrations with Lifecycle Management (LCM)

Skills Gained

  • Describe how to upgrade an EPM System installation to a later version
  • Identify the Planning and Financial Management installation requirements
  • Install and configure Foundation Services and Essbase
  • Install and configure Financial Management
  • Performance Management Architect
  • Calculation Manager
  • and Planning
  • Install and configure Reporting and Analysis Framework
  • Install and configure Workspace
  • Migrate applications to Performance Management Architect
  • Migrate applications using Lifecycle Management
  • Verify and troubleshoot the EPM System installation


  • Familiarity with Microsoft Windows
  • Working knowledge of network operating systems and server
  • Working knowledge of relational database management system

Course Details

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
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