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Hyperion Financial Mgmt 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 Financial Management. You learn about the layers in Oracle's Enterprise Performance Management System infrastructure. Discussions include planning the installation, installing and configuring Hyperion Financial Management components, testing the installation, and maintaining the system. Exercises and a case study provide hands-on practice installing and configuring Financial Management in a multi-server environment.

Learn To:
  • Install and configure Financial Management
  • Install and configure Reporting and Analysis Framework
  • Verify the installation
  • Back up, recover, and maintain Financial Management
  • Identify the Financial Management installation requirements
  • Support Engineer
  • Technical Consultant
  • Technical Administrator


Knowledge of network operating systems and server hardware;Working knowledge of relational database management systems
  • Identify the Financial Management installation requirements
  • Install Foundation Services
  • Install and configure Financial Management, Performance Management Architect, and Calculation Manager
  • Install and configure Reporting and Analysis Framework
  • Install and configure Workspace
  • Verify and troubleshoot the EPM System installation
  • Migrate applications to Performance Management Architect

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

Configuring Shared Services

  • EPM System Configurator Overview
  • Configuration Tasks
  • Configuring EPM System Components
  • Performing Silent Configurations
  • Running EPM System Configurator for Shared Services
  • External Directories Overview
  • Provisioning Users and Groups

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

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 Planning Applications
  • Creating an Import File from Performance Management Architect Applications
  • Creating an Import File from Microsoft Excel Files