Performing a Custom Oracle Financial Management Analytics Installation

A custom installation of Oracle Financial Management Analytics enables you to select the specific components that you want to install. For example, this option may be useful if you have an existing installation and want to use the existing RPD file or catalog.

Caution!

To complete the custom installation, Oracle highly recommends that you have extensive business knowledge of your Financial Management and Financial Close Management applications and Oracle BI EE. Oracle also recommends that you are the Oracle Financial Management Analytics system administrator.

  To perform a custom installation of Oracle Financial Management Analytics:

  1. Ensure that all system and software prerequisites are available. See System and Hardware Prerequisites and Software Prerequisites.

  2. Ensure you have installed Oracle BI EE 11.1.1.5 and the required Patch 11.1.1.5.1 MLR.

    See Supported Components.

  3. Optional: If you plan to use the Process Management Dashboards, apply the following patches before beginning the installation:

    • For Financial Management version 11.1.1.3.500, apply required patch 12843958

    • For Financial Management version 11.1.2.1.000, apply the required patch set update release 11.1.2.1.102.

    See Supported Components.

  4. From the installation directory, select the installation file, setup.exe, for your Microsoft Windows operating system:

    • 32-bit

    • 64-bit

    Note:

    For the default installation path, see Default Installation Path.

    The Welcome screen of the Oracle Universal Installer (OUI) is displayed.

    The Welcome screen of the Oracle Universal Installer is displayed to begin the installation.

  5. Click Next.

  6. On the Select Installation Type screen, click Custom, and then click Next.

    Select Custom as the type installation you want to perform.

  7. Optional: Click Product Languages to set the language in which you want to use the application. See Setting the Application Language .

  8. Click Next.

  9. On the Specify Home Details screen, enter the details for the new installation:

    • Under Name, enter the name of the installation.

    • Under Path, enter the path, or browse to the location where Oracle Financial Management Analytics is to be installed.

    Enter the Name and Path of the location of the new installation.

  10. On the Available Product Components screen, select the components that you want to install, and then click Next.

    You must select one or more of the following components:

    • Repository (FinancialManagementAnalytics.rpd)

    • Catalog - FinancialManagementAnalytics folder

    • Configuration Utility

    Select the components that you want to install.

  11. On the Summary screen, review the components that have been selected for installation, and then click Install.

    To change any selections, click Back to return to the associated screen and make the change.

    The selected components are displayed on the Summary screen.

  12. On the Install screen, monitor the progress of the installation.

    When the installation is complete, a confirmation dialog box is displayed.

    The installation is initiated, and the progress is displayed.

  13. When the installation is successfully completed, click Exit.

    The End of Installation screen is displayed when the installation is successfully completed.

  14. Click Yes on the Exit dialog box to finish the installation.

    Click Yes to confirm you want to finish the installation.

  15. Configure the application, as outlined in Configuring Oracle Financial Management Analytics.