Oracle Hyperion Financial Mgmt 11.1.2 Installation & Configuration

Course Code: 
Number of Days: 

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.Students Will 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.

Required Skills: 

Knowledge of network operating systems and server hardwareWorking knowledge of relational database management systems

Target Audience: 

Technical AdministratorTechnical ConsultantSupport Engineer


Install Foundation ServicesInstall and configure Financial Management, Performance Management Architect, and Calculation ManagerInstall and configure Reporting and Analysis FrameworkInstall and configure WorkspaceVerify and troubleshoot the EPM System installationDescribe how to upgrade an EPM System installation to version applications to Performance Management ArchitectIdentify the Financial Management installation requirements

Introduction to Financial Management:- Oracle's Enterprise Performance Management System - Financial Management Overview- Foundation Services Overview- Reporting and Analysis Framework Overview- Related EPM System ProductsPreparing 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 PortsPreparing 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 SoftwareInstalling Product Components:- EPM System Installer Overview- Installing EPM System Components- Performing Silent Installations- Installing Financial Management Product ComponentsConfiguration Overview:- EPM System Configurator Overview- Configuration Tasks- Configuration Sequence- Configuring Products in a Clustered Environment- Configuring Products in an SSL-Enabled Environment- Performing Silent ConfigurationsConfiguring 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 ServicesConfiguring Financial Management and Performance Management Architect:- Configuring Financial Management- Configuring Performance Management Architect- Configuring Calculation ManagerConfiguring Reporting and Analysis Framework and Workspace:- Configuring Financial Reporting and Web Analysis - Configuring WorkspaceTroubleshooting 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 SupportVerifying 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 DataVerifying the Reporting Tools Installation:- Testing Financial Reporting- Testing Web Analysis- Testing Related ContentMoving Classic Applications to Performance Management Architect:- Application Upgrade Wizard Overview- Accessing Application Upgrade Wizard in Workspace- Moving Classic ApplicationsPerforming 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 FilesUpgrading 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 TasksPerforming 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 ReportsAppendix 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 IntegratorAppendix 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 RepositoriesAppendix 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