Installation Checklist for a New Installation

EPM System deployment follows this workflow. Each part of the workflow is described in the sections as noted in the table below:

Note:

If you are installing Financial Close Management, follow the installation and configuration sequence described in Financial Close Management (Close Manager and Account Reconciliation Manager) Installation Checklist.

Note:

Upgrade Note!

If you are upgrading from an earlier release of EPM System products, use EPM System Installer and EPM System Configurator to install products in a new environment, following the process in Upgrading EPM System Products. Upgrading does not apply to moving from Release 11.1.2.0, 11.1.2.1, or Release 11.1.2.2 to Release 11.1.2.3.

If you are moving from Release 11.1.2.0, 11.1.2.1, or Release 11.1.2.2 to Release 11.1.2.3, Use the “Apply Maintenance Release” option in EPM System Installer, and see Performing a Maintenance Release Installation for EPM System Products.

TaskReference

1. Meet the system requirements.

Oracle Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html)

2. Plan the installation and perform prerequisite tasks.

Preparing Your Environment

3. Prepare the installation files.

Downloading Files for Installation

4. Install EPM System products.

Installing EPM System Products in a New Deployment

Ensure that you meet any installation prerequisites that apply to your environment. Installation Prerequisites and Requirements.

Tip:

Before you begin, determine the type of installation you plan to perform:

  • New installation

  • Maintenance release installation

  • Re-installation

For details on each installation type, see Installation Type.

Upgrade Note!

If you are upgrading from an earlier release, you must choose “New Installation” and install in a new installation location.

See Upgrading EPM System Products.

5. Configure EPM System products using EPM System Configurator.

Configuring EPM System Products in a New Deployment

Ensure that you meet any configuration prerequisites that apply to your environment.

See Configuration Prerequisites .

Note:

In a distributed environment, configure Foundation Services first. Foundation Services must be installed and configured in order for other products to configure successfully.

Configure other EPM System products, and then configure the Web server last: (Select the Foundation Services “Configure Web Server” task.) Then, restart the Web server and refresh EPM Workspace. If you configured Oracle HTTP Server to a shared drive, you can simply restart the Web server and refresh EPM Workspace; you do not have to reconfigure the Web server. See Refreshing EPM Workspace.

For more information about required configuration sequence, see Configuration Sequence.

Note:

If you are enabling SSL in your deployment, see the Oracle Enterprise Performance Management System Security Configuration Guide before you configure. Different SSL configurations have implications for the choices you make during configuration using EPM System Configurator. Also, there are additional post-configuration tasks when deploying an SSL configuration.

6. Optionally, manually deploy EPM System Java web applications.

Manually Deploying EPM System Java Web Applications

7. Any time you deploy additional products, reconfigure the Web Server and then restart it (or simply restart it if you configured Oracle HTTP Server to a shared drive) on each machine hosting Foundation Services.

Then, refresh EPM Workspace on each Foundation Services host machine in your deployment.

See Refreshing EPM Workspace.

 

8. Perform any required manual configuration tasks for your products.

Performing Manual Configuration Tasks in a New Deployment

9. Start EPM System services.

Starting and Stopping EPM System Products

10. Validate the installation using Oracle Hyperion Enterprise Performance Management System Diagnostics and verify deployment.

Validating the Installation and Verifying Deployment

11. Enable external authentication and provision users.

Oracle Enterprise Performance Management System User Security Administration Guide

Tip:

During installation, configuration, and validation, keep a list of all user names and passwords that you use to create or modify the system, including the applications with which they are associated and their purpose.