Introduction to Financial Management
Oracle's Enterprise Performance Management System
Financial Management Overview
Foundation Services Overview
Reporting and Analysis Framework Overview
Related EPM System Products
Preparing the Installation Environment
Installation Overview
Pre-Installation Checklist
Planning the Deployment Architecture
Preparing the Security Infrastructure
Configuring SSL
Preparing Web Application Servers, Web Servers, and Web
Browsers
Preparing Server and Client Disk Space and RAM
Default Ports
Preparing the Software Requirements
Selecting Supported Server and Client Platforms
Selecting a Supported Database
Accessing Oracle Software and Documentation
Preparing the Required Software
Release Compatibility
EPM System Software Dependencies
Preparing Third-Party Software
Installing Product Components
EPM System Installer Overview
Installing EPM System Components
Performing Silent Installations
Installing Financial Management Product Components
Configuration Overview
EPM System Configurator Overview
Configuration Tasks
Configuration Sequence
Configuring Products in a Clustered Environment
Configuring Products in an SSL-Enabled Environment
Performing Silent Configurations
Configuring Shared Services
Running EPM System Configurator for Shared Services
Configuring the EPM Oracle Instance
Configuring the Shared Services and Registry Database
Connection
Configuring EPM System Common Settings
Deploying to the Application Server
Configuring User Directories for Single Sign-On
Provisioning Users and Groups
Generating Reports in Shared Services
Configuring Financial Management and Performance Management
Architect
Configuring Financial Management
Configuring Performance Management Architect
Configuring Calculation Manager
Configuring Reporting and Analysis Framework and Workspace
Configuring Financial Reporting and Web Analysis
Configuring Workspace
Troubleshooting the EPM System Installation
Troubleshooting Basics
Reviewing Hardware and Software Requirements and Release
Compatibility
Identifying Port Conflicts
Starting and Stopping EPM System Services
Running EPM System Diagnostics
Viewing and Analyzing Logs
Troubleshooting Product-Specific Issues
Contacting Oracle Support
Verifying the Financial Management Installation
Testing Process
Creating Import Profiles
Importing Dimensions
Creating Financial Management Applications
Configuring the Application Settings
Deploying Applications to the Application Server
Loading Data
Verifying the Reporting Tools Installation
Testing Financial Reporting
Testing Web Analysis
Testing Related Content
Moving Classic Applications to Performance Management
Architect
Application Upgrade Wizard Overview
Accessing Application Upgrade Wizard in Workspace
Moving Classic Applications
Performing System Maintenance
Backup and Recovery Overview
Backing Up Databases and File Systems
Backing Up Windows Registry Settings
Backing Up and Recovering EPM System Components
Managing EPM System Log Files
Upgrading EPM System Components
Identifying Supported Upgrade Paths
Reviewing the Upgrade Checklist
Preparing Data for Upgrading
Uninstalling Earlier Releases of EPM System Products
Installing EPM System Products for an Upgrade
Configuring EPM System Products for an Upgrade
Validating the Upgraded Installation
Performing Additional Product-Specific Tasks
Performing Migrations with Lifecycle Management
Lifecycle Management Overview
Migrating on Connected and Disconnected Environments
LCM Requirements and Security
About Artifacts
Application and Artifact Migration Process
Migration Scenarios and Guidelines
Automating Migration Tasks
Viewing Migration Status and Audit Reports
Appendix A: Configuring FDM and ERP Integrator
Financial Data Quality Management Overview
ERP Integrator Overview
Configuring FDM Components
Creating an FDM Application
Installing Standard Reports and Templates
Installing Financial Management Adapters
Connecting to Financial Management
Configuring ERP Integrator
Appendix B: Configuring Oracle Data Integrator (ODI) for ERP
Integrator
Configuration Overview
Creating Master and Work Repositories
Creating Logical Schemas
Creating Data Servers and Physical Schemas
Creating Contexts and Physical Agents
Importing ERP Integrator Scenarios into Execution
Repositories
Appendix C: Working with Performance Management Architect
File Generator
Performance Management Architect File Generator Overview
Creating an Import File from Financial Management Files
Creating an Import File from Financial Management
Applications
Creating an Import File from Performance Management
Architect Applications
Creating an Import File from Microsoft Excel Files
Description:
In this course, you learn about the processes involved in installing, configuring, upgrading, testing, and maintaining Financial Management. You learn about the layers in the Enterprise Performance Management infrastructure. Discussions include planning the installation, installing and configuring Hyperion Financial Management components, testing, upgrading, and maintaining the system. Exercises provide hands-on practice installing and configuring Financial Management in a multi-server installation.
Learn To:
Install and configure Reporting and Analysis Framework
Verify the installation
Verify and Troubleshoot the EPM System installation
Identify the Financial Management installation requirements
Install and configure Financial Management
