Preparing to Use EPM Workspace

Prior to using EPM Workspace, familiarize yourself with your documentation set.

Note:

Review the Oracle Hyperion Enterprise Performance Management System Certification Matrix for information on system requirements. You can find it at http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html (under Business Intelligence).

Additional information that you need:

Browser information– See the Oracle Hyperion Enterprise Performance Management System Security Administration Guide.
EPM Workspace URL and domain
User account – the user name and password assigned to you. See your system administrator.
Logon information – Logging on to EPM Workspace
Access permissions – Toolbars
Preferences – Setting Preferences
Database information

For Financial Reporting, Adobe Acrobat Reader must be installed on your computer. Before you can view reports in PDF, a PDF writer (Adobe Acrobat Distiller, GNU Ghostscript or AFPL Ghostscript) must be installed with your print server. If a PDF viewer is not available, only report names are listed. For information on printing PDF and text files, see the Oracle Enterprise Performance Management Workspace Administrator’s Guide.

To enable the use of Microsoft Internet Explorer (IE) for viewing PD F reports on EPM Workspace:

Open Internet Explorer.
Select Tools , then Internet Options.
In the Internet Options dialog box, select the General tab, and then in the Temporary Internet Files topic, select Settings.

In the Settings dialog box, in the Check for newer versions of stored pages topic, select Every visit to the page.

Note:

Oracle recommends that you add EPM Workspace to the exceptions for your Web pop-up blocker. When you perform some EPM Workspace tasks on the Web such as loading data, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

Note:

The first time you access a database connection, you may be prompted to log on. This occurs if the user name and password you use to log on to the Web application differs from the user name and password for the database connection. Your administrator can provide you with the required database connection logon information.

For Internet Explorer, status information is displayed in the browsers status bar while interacting with EPM Workspace. For Firefox, the status bar is disabled by default.

To enable the status bar for Firefox for additional progress information:

Select Tools, then Options.
Select Content.
Select Advanced.
From the Advanced Javascript Settings dialog box, select Change status bar text.
Click OK.