Using the EPM Suite of Documentation to Locate Implementation Task Instructions

The suite of EPM Documentation are organized into four general categories:

EPM Installation: This documentation contains EPM installation information, hardware and software guidelines, and third-party product installation information (such as IBM WebSphere DataStage).
EPM Fundamentals: This documentation contains core infrastructure setup common to all EPM products, ETL setup and processing information, and some setups for the EPM Warehouses and Analytical Applications.
EPM Warehouses: This documentation contains specific set up and configuration information particular to each EPM warehouse.
EPM Analytical Applications: This documentation contains specific setup and configuration information particular to each analytical application.

The organization of the suite of EPM documentation represent the various steps required in an EPM implementation (installation, core infrastructure setup, ETL setup and processing, and EPM Warehouse or Analytical Application configuration). You progress through the different EPM documentation in the same order you progress through an implementation, using the installation documentation first and the warehouse or analytical application documentation last.

Image: EPM documentation usage order

This diagram illustrates the usage order of PeopleSoft EPM documentation.

The following table lists all available EPM documentation by category:

EPM Installation	EPM Fundamentals	EPM Analytical Application	EPM Warehouse	PeopleSoft EPM Fusion Intelligence Analytics
PeopleSoft Pre-Installation Checklist	PeopleSoft Enterprise Performance Management Fundamentals	PeopleSoft Activity-Based Management	PeopleSoft Campus Solutions Warehouse	Fusion Campus Solutions Intelligence for PeopleSoft
PeopleSoft Enterprise Performance Management Hardware and Software Requirements Guide		PeopleSoft Application Fundamentals for Financial Services Industry	PeopleSoft Customer Relationship Management Warehouse
PeopleSoft Enterprise Performance Management Installation Guide		PeopleSoft Funds Transfer Pricing	PeopleSoft Financial Solutions Management Warehouse
		PeopleSoft Global Consolidations	Financials Warehouse for Public Sector and Higher Education
		PeopleSoft Performance Management Portal Pack	PeopleSoft Human Capital Management Warehouse
		PeopleSoft Planning and Budgeting	PeopleSoft Supply Chain Management Warehouse
		PeopleSoft Project Portfolio Management
		PeopleSoft Risk Weighted Capital
		PeopleSoft Scorecard
		PeopleSoft Workforce Analytic Applications
		PeopleSoft Workforce Planning
		PeopleSoft Workforce Rewards

Note: If you are implementing EPM with the assistance of a PeopleSoft consultant, the consultant can access a searchable, online version of the aforementioned documentation from My Oracle Support.

Using This Documentation to Locate Implementation Tasks

The structure of the PeopleSoft Enterprise Performance Management Fundamentals documentation is designed to help you locate the specific tasks required for your implementation, which depends on the EPM product you license. The structure of this documentation separates topics and implementation tasks according to whether they relate to all EPM products (common), or only the OWE and the EPM Analytical Applications. Implementation tasks for the MDW and EPM Warehouses are located in separate documentation.

Topics located in this documentation contain an overview of EPM and core infrastructure and ETL setup information necessary to implement all EPM products (warehouses and analytical applications). Other topics located in this documentation contain setup information and optional configurations for the OWE, which are necessary for implementing the EPM Analytical Applications.

Image: Structure of the Enterprise Performance Management Fundamentals documentation.

This graphic illustrates the structure of the Enterprise Performance Management Fundamentals documentation.

EPM_Fundamentals_documentation_structure

Regardless of the EPM product you purchase, you must perform the tasks documented in the core infrastructure and ETL setup topics (see preceding graphic), as these tasks are required for all EPM products. However, if you purchase an EPM Analytical Application, you must also perform the tasks documented in OWE-related topics (see preceding graphic). If you purchase an EPM Warehouse, you need not perform the tasks documented in the OWE-related topics, but you must refer to EPM Warehouse implementation tasks in your warehouse-specific documentation, for example, PeopleSoft Campus Solutions Warehouse.