Configuration Checklist

To configure Oracle Financial Management Analytics, you run the Configuration Utility wizard and then complete manual steps.

Configuration steps are listed in the following checklist.

Table 6. Configuration Checklist

TaskReference
Run the Configuration Utility

Complete each of the following tasks in the Configuration Utility wizard:

Launching the OFMA Configuration Utility. See Running the Configuration Utility

Perform Product Configuration: From the left panel, expand the OFMA node, and then select the product configuration.

Product Configuration SettingsFor Product Configuration, perform the following:

Setting the Financial Management Configuration. See Configuring Financial Management

HFM Configuration

Setting the Tax Configuration. See Configuring Tax Provision

Tax Configuration

Setting the Financial Close Management (CM/ARM) Configuration. See Configuring Financial Close Management

FCM Configuration
Workspace IntegrationConfiguring the Workspace Integration. See Configuring the Workspace Integration
Uploading the RPD and Catalog filesUploading catalog and repository to BI Server. See Uploading the Catalog and Repository to BI Servers