Understanding EPM Implementation

There is no singular approach to implementing EPM; each implementation varies depending on the EPM products you license. For example, many of the implementation tasks required to implement an EPM Analytical application (such as Global Consolidations) are different from the implementation tasks required to implement an EPM Warehouse application (such as the Campus Solutions Warehouse). However, there are some implementation tasks common to both EPM product lines and generally speaking, implementing EPM requires that you:

Install EPM and applicable third-party products (such as IBM WebSphere DataStage).
Set up EPM core infrastructure (which serves as the underlying framework for the EPM Warehouses and Analytical Applications).

Examples of infrastructure setups include setting up currency codes (CURRENCY_CD_TB) and record metadata (META_REC_TBL).
Populate Operational Warehouse - Staging (OWS), Multidimensional Warehouse (MDW), and Operational Warehouse - Enriched (OWE) target warehouse tables with your source transaction data using the extract, transform, and load (ETL) tool.

You also conform your disparate source transaction data using the ETL tool.
Configure either the EPM Warehouses or Analytical Applications for your business (depending on which EPM product you license).

Image: Basic EPM Implementation Steps

This diagram illustrates the tasks that are common to implementing an EPM Analytical application and an EPM Warehouse application.

The following topics will help you better understand which implementation tasks apply to your implementation and how to use the EPM suite of documentations to locate the instructions for those tasks.

Note: PeopleSoft Setup Manager can also help you determine which specific tasks are required for your implementation by generating a list of setup tasks based on the features you license. The list of setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.

EPM Installation Tasks

The first step in implementing EPM is to install all the necessary software on your designated machine(s).

The following table provides an example of some of the installation tasks you perform to implement EPM:

Task	Common, EPM Warehouses, or Analytical Applications?	Documentation Resource	Documentation Location
Pre-installation	Common	PeopleSoft Pre-Installation Checklist	See My Oracle Support.
Review hardware/software requirements	Common	PeopleSoft Hardware and Software Guide	See My Oracle Support.
Install IBM WebSphere DataStage	Common	PeopleSoft Enterprise Performance Management Installation Guide IBM Information Server: Planning Installation and Configuration Guide	Installation CD
Install EPM	Common	PeopleSoft Enterprise Performance Management Installation Guide	Installation CD

EPM Core Infrastructure and ETL Setup Tasks

The second step in implementing EPM is to set up EPM infrastructure tables and populating warehouse target tables with source transaction data. Some of these tasks include defining currency conversion methodology, setting up warehouse business units, and configuring ETL environmental parameters.

The core infrastructure and ETL setup tasks are grouped as follows:

Core infrastructure setups.
Common ETL setups.

Core Infrastructure Setups

The following table provides an example of some of the core EPM infrastructure setup tasks you perform to implement EPM:

Task	Common, EPM Warehouses, or Analytical Applications?	Documentation Resource	Documentation Location
Specify EPM Sources	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up EPM Business Rules”	See Specifying Your EPM Sources.
Specify Country and State Info	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up EPM Business Rules”	See Setting Up Country and State Information.
Define Accounting Calendars	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up EPM Business Rules”	See Defining Accounting Calendars.
Set Up Gregorian Calendar	EPM Warehouses	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up EPM Business Rules”	See Setting Up the Gregorian Calendar [EPM Warehouses].
Define Units of Measure	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up EPM Business Rules”	See Defining Units of Measure.
Define Dimensions	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up EPM Business Rules”	See Defining and Maintaining Dimensions.
Set Up Currency Tables	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up Currency Rules for EPM”	See Setting Up EPM Currency Tables.
Define Market Rates	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up Currency Rules for EPM”	See Setting Up Market Rates for EPM Currency Conversion.
Define Currency Quotations	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up Currency Rules for EPM”	See Defining Currency Quotations for EPM Currency Conversion.
Set Up Currency Rate Calculations	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up Currency Rules for EPM”	See Calculating Currency Rates for EPM Currency Conversion.
Set Up EPM Security	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Setting Up EPM Security”	See Understanding EPM Security and Setups.

Common ETL Setups

The following table provides an example of some of the common ETL setup tasks you perform to implement EPM:

Task	Common, EPM Warehouses, or Analytical Applications?	Documentation Resource	Documentation Location
Configure IBM WebSphere DataStage for EPM	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Preparing to Load Source Data Into EPM” and “Setting Up DataStage for EPM”	See Understanding IBM WebSphere DataStage, and Understanding IBM WebSphere DataStage Setup and Configuration..
Specify ETL parameters	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Defining ETL Parameters”	See Defining ETL Parameters for the Planning and Budgeting Analytical Application, and Defining ETL Parameters for the EPM Warehouses.
Run initial setup jobs	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Running Initial Setup Jobs”	See Running ETL Setup Jobs to Bring Source Data Into EPM.
Import source business units into EPM	Common	PeopleSoft Enterprise Performance Management Fundamentals, “Importing Source Business Units into EPM to Create Warehouse Business Units”	See Understanding Warehouse Business Units, TableSet Sharing, and SetID Mapping and Understanding Warehouse Business Unit Setup.

OWE / MDW Specific Setup Tasks

You may recall from the Overview topic that the OWE structure stores data arranged in a normalized format for the Analytical Applications, and the MDW structure stores data arranged in a dimensional schema for the EPM Warehouses. Hence, implementation tasks related to the MDW affect the EPM Warehouses and tasks related to the OWE affect the Analytical Applications.

After all installation and core EPM implementation tasks are completed, the final step is to perform specific implementation tasks that apply only to either the EPM Warehouses or the Analytical Applications. For example, if you purchased the Global Consolidations analytical application you must set up record metadata, which is an implementation task specific to the analytical applications.

MDW Specific Setups

MDW specific setups are documented in EPM warehouse documentation (for example, PeopleSoft EPM: Campus Solutions Warehouse ).

The following table provides an example of some of the MDW specific setup tasks you perform to implement an EPM warehouse:

Task	Documentation Resource
Run Global Dimension jobs for your specific warehouse (Campus Solutions Warehouse, for example).	Running [product name] Warehouse Implementation Jobs (for example, Running Campus Solutions Warehouse Implementation Jobs) PeopleSoft EPM: [product name] Warehouse documentation (for example, PeopleSoft EPM: Campus Solutions Warehouse)
Run SKU jobs for your specific warehouse (Supply Chain Management Warehouse, for example)	Running [product name] Warehouse Implementation Jobs PeopleSoft EPM: [product name] Warehouse
Configure slowly changing dimensions	Configuring Slowly Changing Dimensions PeopleSoft [product name] Warehouse
Implement currency conversion	Implementing Currency Conversion PeopleSoft EPM: [product name] Warehouse
Implement multilanguage conversion	Setting Up Multilanguage Processing and Running the Language Swap Utility PeopleSoft EPM: [product name] Warehouse
Denormalize trees and recursive hierarchies	Processing Trees and Recursive Hierarchies PeopleSoft EPM: [product name] Warehouse

PeopleSoft EPM provides the following EPM warehouse documentation, where you can find MDW specific setup tasks to implement an EPM warehouse:

PeopleSoft Campus Solutions Warehouse
PeopleSoft Customer Relationship Management Warehouse
PeopleSoft Financial Management Solutions Warehouse
PeopleSoft Financials Warehouse for Public Sector and Higher Education
PeopleSoft PeopleSoft Human Capital Management Warehouse
PeopleSoft PeopleSoft Supply Chain Management Warehouse

OWE Setups

OWE specific setups are documented in this documentation and the EPM Analytical Application documentations (for example, PeopleSoft EPM: Global Consolidations).

The following table provides an example of some of the OWE specific setup tasks you perform to implement an EPM Analytical Application:

Task	Documentation Resource	Documentation Location
Define record metadata	PeopleSoft Enterprise Performance Management Fundamentals, ”Setting Up and Working with Metadata for the Operational Warehouse - Enriched”	See Setting Up Record Metadata.
Set up datamaps	PeopleSoft Enterprise Performance Management Fundamentals, ”Setting Up and Working with Metadata for the Operational Warehouse - Enriched”	See Setting Up Datamaps.
Specify ledger mapping defaults	PeopleSoft Enterprise Performance Management Fundamentals, ”Setting Up Business Rules for the Operational Warehouse - Enriched”	See Specifying Ledger Mapping Defaults.
Implement currency conversion	PeopleSoft Enterprise Performance Management Fundamentals, ”Setting Up Business Rules for the Operational Warehouse - Enriched”	See Setting Up and Running Currency Conversion.
Define jobstreams	PeopleSoft Enterprise Performance Management Fundamentals, ”Streamlining Processing with Jobstreams”	See Understanding Jobstreams.
Define allocation rules	PeopleSoft Enterprise Performance Management Fundamentals, ”Using Data Enrichment Tools”	See Defining Allocation Manager Rules.
Define your organizational structure (example of a setup specifically for the Global Consolidations analytical application)	PeopleSoft EPM: Global Consolidations, “Defining Your Organizational Structure”	See Understanding Organizational Structure Requirements.
Establish KPIs (example of a setup specifically for the Scorecard analytical application)	PeopleSoft EPM: Scorecard, “Establishing and Maintaining KPIs”	See Defining KPI Building Blocks.