Product Configuration Task Summary

The following tables summarize the configuration tasks for each product. All products are automatically registered with Shared Services during configuration. EPM System Configurator displays the “Configure Common Settings” page once on each machine that you configure. EPM System Configurator displays the “Configure Oracle Configuration Manager” page on the first machine that you configure.

Clients do not require configuration and are not included in these tables.

The following table summarizes the configuration options available for Foundation Services products.

Table 22. Foundation Services Configuration Task Summary

 Configure Database Deploy to Application Server Product-specific Configuration TasksPost-configuration Tasks
Foundation ServicesX X

This selection deploys Shared Services and the EPM Workspace Web applications.

  • Configure Common Settings

  • Configure Logical Address for Web Applications (Optional)

  • Configure Oracle Configuration Manager

  • Set up Connection to Oracle BI and Publisher (Optional)

  • Configure Web Server

  • (Upgrades only) Import data from earlier release

X
Performance Management ArchitectX (Windows only)XX (Optional)

Configure Interface Datasource (Windows only)

X
Calculation ManagerXX  

The following table summarizes the configuration options available for Essbase products.

Table 23.  Essbase Configuration Task Summary

 Configure Database Deploy to Application Server Product-specific Configuration TasksPost-configuration Tasks
Essbase   X

Configure Essbase Server

X
Administration ServicesXXX

(Upgrades only) Import data from earlier release

X
Provider Services XX

(Upgrades only) Import data from earlier release

 
Essbase StudioX (Required for Essbase Studio catalog) X

Configure Essbase Studio Data File Location

X
Integration Services X

Configure Essbase Integration Services

X

The following table summarizes the configuration options available for Reporting and Analysis products.

Table 24.  Reporting and Analysis Configuration Task Summary

 Configure Database Deploy to Application Server Product-specific Configuration TasksPost-configuration Tasks
Reporting and AnalysisXXX

  • Configure Reporting and Analysis Services

X

The following table summarizes the configuration options available for Financial Performance Management Applications products.

Table 25. Financial Performance Management Applications Product Configuration Task Summary

 Configure Database Deploy to Application Server Product-specific Configuration TasksPost-configuration Tasks
Financial Management (All configuration tasks are Windows only)XX

Note:

You need to select this task only if you are using Financial Management with Financial Close Management.

X

  • Configure DCOM

  • Configure Application Server

  • Configure Application Cluster

  • Register Application Servers/Cluster

  • Configure Web Server

  • (Upgrades only) Upgrade applications from earlier release

X
Performance ScorecardXXX

Configure Attachment Files Location

X
PlanningXX X
Profitability and Cost Management XX X
Strategic Finance (All configuration tasks are Windows only)  X

  • Configure Data Folder

  • WebServices Configuration

X

Disclosure ManagementXX  
Financial Close ManagementXXX

  • Deploy to SOA

  • Configure Content Management System Location (Optional)

X

The following table summarizes the configuration options available for Data Management products.

Table 26.  Data Management Product Configuration Task Summary

 Configure Database Deploy to Application Server Product-specific Configuration TasksPost-configuration Tasks
FDM (All configuration tasks are Windows only)X (For ERP Integrator)X (For ERP Integrator)X

  • Configure FDM Web Application

  • Configure FDM Server

X
Data Relationship Management   X