Prerequisites

Before you log onto EPM Workspace to access Calculation Manager, you must complete the following tasks:

  1. You must install and configure Oracle Hyperion Shared Services. (See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.)

  2. You must install and configure EPM Workspace. (See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.)

  3. (Oracle Hyperion EPM Architect application users only) You must install and configure Performance Management Architect. (See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.)

    Note:

    If you are working with an application created with Planning or Financial Management application administration or an Essbase application, you do not need to install Performance Management Architect.

  4. You must install and configure Oracle Hyperion Calculation Manager. (See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.)

  5. Optional: You must install and configure Financial Management, Planning, and/or Essbase if you want to deploy business rules to these products. (See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.)

  6. (Performance Management Architect application users only) There must be at least one Financial Management or Planning application with metadata in Performance Management Architect.

  7. You must provision users and assign roles in Shared Services. (See the Oracle Hyperion Enterprise Performance Management System User and Role Administration Guide.)

  8. You must ensure that these servers are installed and running: (See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.)

    • Shared Services Server

    • EPM Workspace Server

    • Optional: Performance Management Architect Application Server

    • Optional: Performance Management Architect Dimension Server

      Note:

      The Performance Management Architect Application server and the Dimension server only need to be running if you want to work with Performance Management Architect applications. If you want to work with an application created with Financial Management or Planning application administration, or with Essbase applications, these servers need not be running.

    • Financial Management Server, Planning Server, and/or Essbase Server, if you want to deploy business rules and rulesets to Financial Management, Planning, and/or Essbase applications.

    • Calculation Manager Server

      Note:

      If any of these servers is installed as a service, it may be started automatically.

  9. You must launch EPM Workspace and log on. (See Logging on to EPM Workspace and Accessing Calculation Manager.)

  10. You must select Navigate, Administer, and Calculation Manager to launch Calculation Manager.