Introduction to Planning
Oracle’s Enterprise Performance Management System
Planning Overview
Foundation Services Overview
Essbase Overview
Reporting and Analysis Framework Overview
Preparing the Installation Environment
Installation Overview
Planning the Deployment Architecture
Sample Deployment Scenarios for Planning
Preparing Server Disk Space and RAM
Preparing Client Disk Space and RAM
Preparing the Security Infrastructure
Configuring SSL
Preparing Web Application Servers
Preparing the Software Requirements
Selecting a Supported Platform
Selecting a Supported Database
Classroom Database Definition
Accessing Oracle Software and Documentation
Preparing the Required Software
Release Compatibility
Preparing Third-Party Software
Installing Product Components
EPM System Installer Overview
Installing EPM System Products
Performing Silent Installations
Installing Foundation Services
Installing Essbase
Installing Planning
Installing Reporting and Analysis
Installing Smart View
Configuration Overview
EPM System Configurator Overview
Configuration Prerequisites
Configuration Tasks
Configuration Sequence
Configuring Products in a Clustered 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
Registering with Oracle Configuration Manager
Setting the Shared Services Admin User Password
Launching Shared Services Console
Configuring Performance Management Architect and Calculation
Manager
Configuring Performance Management Architect
Configuring Calculation Manager
Configuring Essbase
Configuring Essbase
Essbase Authentication
Adding Essbase Servers
Configuring Planning
Configuring Planning
Installing and Configuring Offline Planning
Configuring Financial Reporting and Workspace
Configuring Financial Reporting and Framework Services
Configuring Workspace
Installing Financial Reporting Studio and Financial
Reporting Print Server
Integrating Products with Workspace
Troubleshooting the EPM System Installation
Troubleshooting Basics
Reviewing Documentation
Checking Release Compatibility
Identifying Port Conflicts
Starting and Stopping EPM Services
Validating the Installation & Configuration
Viewing & Analyzing Log Files
Troubleshooting Product-Specific Issues
Accessing Planning
Verifying the Installation
Starting Services
Logging on to Workspace
Creating and Deploying Applications
Provisioning Users and Groups
Configuring Smart View
Accessing Planning Applications
Testing Report Connectivity
Switching Application Modes
Application Upgrade Wizard
Switching Classic Applications to Performance Management
Architect Applications
Switching Performance Management Architect Applications to
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 Products
Managing EPM System Log Files
Upgrading EPM System Products
Identifying Supported Upgrade Paths
Reviewing the Upgrade Checklist
Preparing Data for Upgrading
Uninstalling Earlier Releases
Installing EPM System Products for an Upgrade
Configuring EPM System Products in an Upgrade
Validating the Upgraded Installation
Upgrading Planning Applications
Performing Migrations with Lifecycle Management
Lifecycle Management Overview
About Artifacts
Viewing and Searching for Artifacts
Application and Artifact Migration Process
Migration Scenarios
Automating Migration Tasks
Running the Lifecycle Management Utility
Accessing and Viewing the Migration Status Report
Appendix A: Integrating with PlanningA
Integration Options Overview
Installing FDM and ERP Integrator
Configuring FDM and ERP Integrator
Working with FDM
Working with ERP Integrator
Appendix B: Working with the Performance Management
Architect File Generator
Performance Management Architect File Generator Overview
Creating an Import File from Planning Applications
Creating an Import File from Performance Management
Architect Applications
Creating an Import File from Microsoft Excel Files