Hyperion Planning 11.1.2 Installation & Configuration

Course Fees: $4026.00 excl. GST
Printed Manual: $0.00 excl. GST
Course Duration: 3 days
Course Manual

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In this course, you learn about the processes involved in installing, configuring, testing, and maintaining Planning. You learn about the layers in the Enterprise Performance Management System infrastructure. Discussions include planning the installation, installing and configuring Planning components, testing, and maintaining the system. Exercises provide hands-on practice installing and configuring Planning.

Learn To:
  • Identify the Planning installation requirements
  • Install and configure Foundation Services and Essbase
  • Install and configure Planning
  • Install and configure Reporting and Analysis
  • Verify the Planning installation
  • Support Engineer
  • Security Administrators
  • Technical Administrator
  • Technical Consultant
  • Web Administrator
  • SOA Architect
Working knowledge of the Oracle database; Knowledge of network operating systems and server hardware technologies; Working knowledge of Reporting and Analysis;Working knowledge of Planning (System 9 or later)
  • Identify the Planning installation requirements
  • Install and configure Foundation Services and Essbase
  • Install and configure Planning
  • Install and configure Reporting and Analysis
  • Verify the Planning installation

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
  • 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 a Supported Platform
  • Selecting a Supported Database
  • Accessing Oracle Software and Documentation
  • Preparing the Required Software
  • EPM System Software Dependencies Overview
  • Preparing Third-Party Software

Installing Product Components

  • EPM System Installer Overview
  • Installing EPM System Products
  • Installation Options
  • Performing Silent Installations
  • Installing Foundation Services
  • Installing Planning and Essbase
  • Installing Reporting and Analysis Framework and Smart View
  • Installing Optional Components

Configuring Shared Services

  • EPM System Configurator Overview
  • Configuration Sequence
  • Performing Silent Configurations
  • Running EPM System Configurator for Shared Services
  • Configuring EPM System Common Settings
  • Configuring External User Directories
  • Provisioning Users and Groups
  • Creating Application Groups

Configuring Performance Management Architect and Calculation Manager

  • Configuring Performance Management Architect
  • Configuring Calculation Manager

Configuring Essbase

  • Configuring Essbase
  • Externalizing Users in Administration Services
  • Adding Essbase Servers

Configuring Planning

  • Configuring Planning
  • Managing Clusters

Configuring Financial Reporting, Web Analysis, and Workspace

  • Configuring Financial Reporting and Web Analysis
  • Configuring Workspace
  • Integrating Products with Workspace

Troubleshooting the EPM System Installation

  • Troubleshooting Basics
  • Reviewing Hardware and Software Requirements
  • Checking Release Compatibility
  • Identifying Port Conflicts
  • Running EPM System Diagnostics
  • Viewing and Analyzing Log Files
  • Troubleshooting Product-Specific Issues
  • Contacting Oracle Support

Accessing Planning in Workspace

  • Verifying the Installation
  • Starting Services
  • Logging into Workspace
  • Creating and Deploying Applications
  • Provisioning Users and Groups
  • Configuring Smart View
  • Accessing Planning Applications

Verifying the Reporting Installation

  • Testing Financial Reporting Connectivity
  • Testing Web Analysis Connectivity

Moving Classic Applications to Performance Management Architect

  • Application Upgrade Wizard Overview
  • Moving Classic Applications to Performance Management Architect

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

Performing Migrations with Lifecycle Management

  • Lifecycle Management Overview
  • 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
  • Viewing Audit Reports

Appendix A: Integrating with Planning

  • Integration Options Overview
  • Outline Utility Overview
  • Oracle Data Integrator Overview
  • Data Integration Management Overview
  • Financial Data Quality Management Overview
  • Enterprise Resource Planning Integrator Overview
  • Installing and Configuring FDM and ERP Integrator
  • Working with FDM and ERP Integrator

Appendix B: Working with the EPMA 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