Implementing PeopleSoft EPM

This chapter provides an overview of the tasks required to install, setup, and configure EPM and discusses how to use the EPM suite of PeopleBooks to locate implementation task instructions.

Understanding EPM Implementation

There is no singular approach to implementing EPM; each implementation varies depending on the EPM products you license. For example, many of the implementation tasks required to implement an EPM Analytical Application (such as Global Consolidations) are different from the implementation tasks required to implement an EPM Warehouse (such as the Campus Solutions Warehouse). However, there are some implementation tasks common to both EPM product lines and generally speaking, implementing EPM requires that you:

1. Install EPM and applicable third-party products (such as IBM WebSphere DataStage).

2. Set up EPM core infrastructure (which serves as the underlying framework for the EPM Warehouses and Analytical Applications).

   Examples of infrastructure setups include setting up currency codes (CURRENCY_CD_TB) and record metadata (META_REC_TBL).

3. Populate Operational Warehouse - Staging (OWS), Multidimensional Warehouse (MDW), and Operational Warehouse - Enriched (OWE) target warehouse tables with your source transaction data using the extract, transform, and load (ETL) tool.

   You also conform your disparate source transaction data using the ETL tool.

4. Configure either the EPM Warehouses or Analytical Applications for your business (depending on which EPM product you license).

Basic EPM Implementation Steps

The following sections will help you better understand which implementation tasks apply to your implementation and how to use the EPM suite of PeopleBooks to locate the instructions for those tasks.

Note. PeopleSoft Setup Manager can also help you determine which specific tasks are required for your implementation by generating a list of setup tasks based on the features you license. The list of setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

EPM Installation Tasks

The first step in implementing EPM is to install all the necessary software on your designated machine(s).

The following table provides an example of some of the installation tasks you perform to implement EPM:

EPM Core Infrastructure and ETL Setup Tasks

The second step in implementing EPM is to set up EPM infrastructure tables and populating warehouse target tables with source transaction data. Some of these tasks include defining currency conversion methodology, setting up warehouse business units, and configuring ETL environmental parameters.

The core infrastructure and ETL setup tasks are grouped as follows:

• Core infrastructure setups.

• Common ETL setups.

Core Infrastructure Setups

The following table provides an example of some of the core EPM infrastructure setup tasks you perform to implement EPM:

Common ETL Setups

The following table provides an example of some of the common ETL setup tasks you perform to implement EPM:

OWE / MDW Specific Setup Tasks

You may recall from the chapter, Understanding PeopleSoft Enterprise Performance Management, that the OWE structure stores data arranged in a normalized format for the Analytical Applications, and the MDW structure stores data arranged in a dimensional schema for the EPM Warehouses. Hence, implementation tasks related to the MDW affect the EPM Warehouses and tasks related to the OWE affect the Analytical Applications.

After all installation and core EPM implementation tasks are completed, the final step is to perform specific implementation tasks that apply only to either the EPM Warehouses or the Analytical Applications. For example, if you purchased the Global Consolidations analytical application you must set up record metadata, which is an implementation task specific to the analytical applications.

MDW Specific Setups

MDW specific setups are documented in EPM warehouse PeopleBooks (for example, PeopleSoft Campus Solutions Warehouse PeopleBook).

The following table provides an example of some of the MDW specific setup tasks you perform to implement an EPM warehouse:

PeopleSoft EPM provides the following EPM warehouse PeopleBooks, where you can find MDW specific setup tasks to implement an EPM warehouse:

• PeopleSoft Campus Solutions Warehouse PeopleBook

• PeopleSoft Customer Relationship Management Warehouse PeopleBook

• PeopleSoft Financial Management Solution Warehouse PeopleBook

• Financials Warehouse for Public Sector and Higher Education PeopleBook

• PeopleSoft Human Capital Management Warehouse PeopleBook

• PeopleSoft Supply Chain Management Warehouse PeopleBook

OWE Setups

OWE specific setups are documented in both this PeopleBook and EPM Analytical Application PeopleBooks (for example, PeopleSoft Global Consolidations PeopleBook).

The following table provides an example of some of the OWE specific setup tasks you perform to implement an EPM Analytical Application:

Using the EPM Suite of PeopleBooks to Locate Implementation Task Instructions

The suite of EPM PeopleBooks are organized into four general categories:

• EPM Installation PeopleBooks: These books contain EPM installation information, hardware and software guidelines, and third-party product installation information (such as IBM WebSphere DataStage).

• EPM Fundamentals PeopleBook: This book contains core infrastructure setup common to all EPM products, ETL setup and processing information, and some setups for the EPM Warehouses and Analytical Applications.

• EPM Warehouses PeopleBooks: These books contain specific set up and configuration information particular to each EPM warehouse.

• EPM Analytical Applications PeopleBooks: These books contain specific setup and configuration information particular to each analytical application.

The organization of the suite of EPM PeopleBooks represent the various steps required in an EPM implementation (installation, core infrastructure setup, ETL setup and processing, and EPM Warehouse or Analytical Application configuration). You progress through the different EPM PeopleBooks in the same order you progress through an implementation, using the installation books first and the warehouse or analytical application books last:

EPM PeopleBook Usage Order

The following table lists all available EPM documentation by category:

Note. If you are implementing EPM with the assistance of a PeopleSoft consultant, the consultant can access a searchable, online version of the aforementioned PeopleBooks from My Oracle Support.

Using This PeopleBook to Locate Implementation Tasks

The structure of the PeopleSoft Enterprise Performance Management Fundamentals PeopleBook is designed to help you locate the specific tasks required for your implementation, which depends on the EPM product you license. The structure of this PeopleBook separates chapters and implementation tasks according to whether they relate to all EPM products (common), or only the OWE and the EPM Analytical Applications. Implementation tasks for the MDW and EPM Warehouses are located in separate PeopleBooks.

Chapters located in parts 1, 2, and 3 of this PeopleBook contain an overview of EPM and core infrastructure and ETL setup information necessary to implement all EPM products (warehouses and analytical applications). Chapters located in part 4 of this PeopleBook contain setup information and optional configurations for the OWE, which are necessary for implementing the EPM Analytical Applications.

Structure of the EPM Fundamentals PeopleBook

Regardless of the EPM product you purchase, you must perform the tasks documented in the core infrastructure and ETL setup chapters (see preceding graphic), as these tasks are required for all EPM products. However, if you purchase an EPM Analytical Application, you must also perform the tasks documented in OWE-related chapters (see preceding graphic). If you purchase an EPM Warehouse, you need not perform the tasks documented in the OWE-related chapters, but you must refer to EPM Warehouse implementation tasks in your warehouse-specific PeopleBook (for example, PeopleSoft Campus Solutions Warehouse PeopleBook).