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.
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.
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.
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.
For first-time configuration, provide information in Oracle Financial Management Analytics–Set Path details.
Click , select the location where EPM System is installed, and then provide the EPM ORACLE HOME location.
Linux:EPM Installed Location/Oracle/Middleware/EPMSystem11R1
Windows:EPM Installed Location/Oracle/Middleware/EPMSystem11R1
Click , select the location where EPM System is installed, and then provide the EPM ORACLE INSTANCE location.
Linux:EPM Installed Location/Oracle/Middleware/user_projects/epmsystem1
Windows:EPM Installed Location/Oracle/Middleware/user_projects/epmsystem1
Click , select the location where Oracle Business Intelligence is installed, and then provide the BI HOME location.
Linux:BI Installed Location/OBIEE/instances/instance1
Windows:BI Installed Location/OBIEE/instances/instance1
Click Save to update the EPM Home, EPM Oracle Instances, and BI Home path details in OFMA.xml.
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
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.
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.