Deployment

An IT professional installs and configures Planning on server computers and client workstations. The IT professional should have experience administering relational databases, installing client/server and Web server software, and configuring user directories.

Table 1. Server Installation

User	Task
IT professional	Installs Planning system requirements, including operating systems, relational database, Web server, application server, and Web browser
IT professional	Installs Essbase
IT professional	Sets up the data source name (DSN) for the OLAP and relational databases
IT professional	Installs Planning, Financial Reporting, and (for Classic Planning applications) Business Rules
IT professional	Creates relational databases and connections
IT professional	Configures the Web server
IT professional	Sets up users in an external user directory
IT professional	Optional: Creates a test application with users
IT professional	Tests installation and configuration

Table 2. Client Installation Users and Tasks

User	Task
IT professional	Installs the Planning remote Windows client, Smart View, Microsoft Excel, Financial Reporting, and (for Classic Planning applications) Business Rules
IT professional	Installs a Web browser
IT professional	Tests connections to the Web and network