Running the Configuration Utility

After installing Oracle Financial Management Analytics, use the configuration utility to map the Financial Management, Tax Provision, and Financial Close Management metadata that is required to be displayed on the dashboards, dashboard prompts, and reports. You also use the configuration utility to connect the data source for Financial Close Management.

You can use the Configuration Utility to modify the Oracle Financial Management Analytics configuration or to create a configuration. To merge an existing repository with an Oracle Financial Management Analytics repository, see the Oracle® Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition.

Caution!

Only Oracle Financial Management Analytics system administrator can perform the complete the Configuration Utility. To complete configuration, Oracle recommends that you must have extensive business knowledge of following applications such as Financial Management, Tax Provision, and Financial Close Management applications.

Note:

Before running the configuration utility, ensure that the BI Admin Server and Financial Management Applications are running.

Before running the configuration utility, verify that HFM ADM Driver is installed.

  To run the Configuration Utility:

  1. Perform an action:

    • Windows: From the main menu, select Start, then All Programs, then Oracle Financial Management Analytics, and then Configuration Utility.

    • Linux: Open a terminal and change the directory to OFMA Installed Location/OFMAHome_1/OFMA, and then run bash config_utility.sh.

  2. For first-time configuration, provide information in Oracle Financial Management Analytics–Set Path details.

    • Click Browse Icon , select the location where EPM System is installed, and then provide the EPM ORACLE HOME location.

      For example:

      • Linux:EPM Installed Location/Oracle/Middleware/EPMSystem11R1

      • Windows:EPM Installed Location/Oracle/Middleware/EPMSystem11R1

    • Click Browse Icon , select the location where EPM System is installed, and then provide the EPM ORACLE INSTANCE location.

      For example:

      • Linux:EPM Installed Location/Oracle/Middleware/user_projects/epmsystem1

      • Windows:EPM Installed Location/Oracle/Middleware/user_projects/epmsystem1

    • Click Browse Icon , select the location where Oracle Business Intelligence is installed, and then provide the BI HOME location.

      For example:

      • Linux:BI Installed Location/OBIEE/instances/instance1

      • Windows:BI Installed Location/OBIEE/instances/instance1

    The OFMA XML path information dialog box is displayed.
  3. Click Save to update the EPM Home, EPM Oracle Instances, and BI Home path details in OFMA.xml.

    The Welcome screen of the Oracle Configuration Utility is displayed.
  4. On the Welcome screen, the default path of the Catalog Location and Repository Location are displayed. You cannot modify path details.

    Note:

    If you are running the Configuration Utility for the first time, under the repository path location, a message is displayed: “Repository will be generated after configuration is submitted”. For returning users, the repository location is obtained automatically.

    By default, the catalog and repository path are same.

    Windows: OFMA Installed Location/OFMAHome_1/OFMA

    Linux: OFMA Installed Location/OFMAHome_1/OFMA

  5. Enter the RPD password and Confirm Password.

    Note:

    If you are running the Configuration Utility for the first time, the password is set as the repository password.

    If you are a returning user trying to modify the configuration, the password is validated against the repository password, which is provided during the first-time configuration.

  6. Click Validate to select a product from the left panel.

    Welcome Screen after Validation Successful.

    Note:

    If you receive an error message stating that the repository password is not valid, or if you have forgotten your repository password, contact your system administrator.