- 1. Introduction to Planning
- 2. Preparing the Installation Environment
- 3. Preparing the Software Requirements
- 4. Installing Product Components
- 5. Configuration Overview
- 6. Configuring Shared Services
- 7. Configuring Performance Management Architect and Calculation Manager
- 8. Configuring Essbase
- 9. Configuring Planning
- 10. Configuring Financial Reporting and Workspace
- 11. Troubleshooting the EPM System Installation
- 12. Accessing Planning
- 13. Switching Application Modes
- 14. Performing System Maintenance
- 15. Upgrading EPM System Products
- 16. Performing Migrations with Lifecycle Management
- 17. Appendix A: Integrating with PlanningA
- 18. Appendix B: Working with the Performance Management Architect File Generator
1. Introduction to Planning
- Oracle’s Enterprise Performance Management System
- Planning Overview
- Foundation Services Overview
- Essbase Overview
- Reporting and Analysis Framework Overview
2. 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
3. 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
4. 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
5. Configuration Overview
- EPM System Configurator Overview
- Configuration Prerequisites
- Configuration Tasks
- Configuration Sequence
- Configuring Products in a Clustered Environment
- Performing Silent Configurations
6. Configuring Shared Services
7. Configuring Performance Management Architect and Calculation Manager
- 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
- Configuring Calculation Manager
8. Configuring Essbase
- Configuring Essbase
- Essbase Authentication
- Adding Essbase Servers
9. Configuring Planning
- Configuring Planning
- Installing and Configuring Offline Planning
10. 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
11. 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
12. 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
13. Switching Application Modes
- Application Upgrade Wizard
- Switching Classic Applications to Performance Management Architect Applications
- Switching Performance Management Architect Applications to Classic Applications
14. 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
15. 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
16. 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
17. 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
18. 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
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