Configuration Checklist

The configuration of Oracle Financial Management Analytics involves running the Configuration Utility wizard, and then completing a series of associated manual steps before you can launch the application.

The sequence of steps required to complete the configuration is provided on the following checklist.

Table 5. Configuration Checklist

Task	Reference
Run the Configuration Utility	Complete each of the following tasks in the Configuration Utility wizard: Launch the Configuration Utility. See Running the Configuration Utility. Set the location of the catalog and repository. See step 4. Set connection details for the BI Admin and Financial Management servers. See step 8 and step 9. Select the Entities. See step 11. Select the Accounts. See step 12. Select Performance Indicators and associate accounts with each of the four performance indicators. See step 13. Select the Product Dimension Hierarchies. See step 14. Select a custom dimension or Scenario for the Currency Constant Rate dimension, and select the members that you want to include. See step 15. Set the default Point of View (POV) for the dashboards and reports. See step 16. Set connection details to enable communication between Financial Management and Oracle BI EE. See step 18.
Set Default Members in the RPD File	Use the Oracle BI EE Administration tool to set the default member values in the repository (FinancialManagementAnalytics.rpd). See Setting Default Members in the RPD File.
Set Financial Management Application Name in the RPD File	Set the Financial Management application name in the OFMA repository file (RPD). See Setting the Financial Management Application Name in the RPD File
Set the Connection Pool Parameters	After uploading the repository to the BI Server, open the repository in online mode on the BI Administration Tool to define the connection parameters for with Financial Management and Financial Close Management. See Setting the Connection Pool Parameters.
Set the Application Language	Set the language in which you want to view the application, and specify your preferred currencies. See Setting the Application Language .
Create the FCM_OFMA Table	Create the FCM_OFMA table for Financial Close Management for Oracle Databases only. See Creating the FCM_OFMA Table for Financial Close Management for Oracle Databases Only.
Set Financial Close Management Views on Oracle Databases Only	Create the Financial Close Management views for reports. See Setting Financial Close Management Views on Oracle Databases Only .
Rename Custom Dimensions	Rename the custom dimension placeholder values to accurately reflect the custom dimensions in your Financial Management application. See Renaming Custom Dimensions.
Restart Oracle BI EE Manually	Update the changes in the online RPD mode by manually restarting Oracle BI EE to finalize the configuration. See Restarting Oracle BI EE Manually.