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Oracle Hyperion EPM - Installation & Configuration

( Duration: 4 Days )

In Oracle Hyperion EPM - Installation & Configuration training course, you will 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. An overview of Foundation Services, Essbase, Reporting and Analysis Framework, and related EPM System products such as SmartView are also covered in our in-class and Oracle online classes.

By attending Oracle Hyperion EPM - Installation & Configuration workshop, delegates will learn to:

  • 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 AGENDA

1

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
2

Introduction to Planning

  • Review Oracle’s Enterprise Performance Management System
  • Outline Planning
  • Outline Foundation Services
  • Outline Essbase
  • Review the Reporting and Analysis Framework
3

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
4

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
5

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
6

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
7

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
8

Configuring Performance Management Architect and Calculation Manager

  • Configure Performance Management Architect
  • Configure Calculation Manager
9

Configuring Essbase

  • Configure Essbase
  • Understand Essbase Authentication
  • Add Essbase Servers
10

Configuring Financial Management and Performance Management Architect

  • Configure Financial Management
  • Configure Performance Management Architect
  • Configure Calculation Manager
11

Configuring Planning

  • Configure Planning
  • Install and Configure Offline Planning
12

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
13

Verifying the Reporting Tools Installation

  • Test Financial Reporting
  • Test Web Analysis
  • Test Related Content
14

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
15

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
16

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
17

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
18

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
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  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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