Installation Checklist for a New Installation

Oracle Enterprise Performance Management System deployment follows this workflow. Each part of the workflow is described in the sections as noted in the table below.

Note:

If you are upgrading from Release 11.1.2.4.xxx, see Upgrading EPM System.

Task	Reference
1. Meet the system requirements.	(https://www.oracle.com/middleware/technologies/bi-foundation/hyperion-supported-platforms.html)
2. Plan the installation and perform prerequisite tasks.	Preparing Your Environment
3. Prepare the installation files.	Downloading Files for Installation
4. Install EPM System products.	Installing EPM System Products in a New Deployment Ensure that you meet any installation prerequisites that apply to your environment. Installation Prerequisites and Requirements. Tip: Before you begin, determine the type of installation you plan to perform: New installation Re-install this release Apply Update For details on each installation type, see Installation Type.
5. Create infrastructure schemas using Repository Creation Utility.	Creating Infrastructure Schemas Using Repository Creation Utility
6. Update RCUSchema.properties.	Updating RCU Schema Properties
7. Configure EPM System products using EPM System Configurator.	Configuring EPM System Products in a New Deployment Ensure that you meet any configuration prerequisites that apply to your environment. See Configuration Prerequisites. Note: https://www.oracle.com/middleware/technologies/bi-foundation/hyperion-supported-platforms.html In a distributed environment, configure Oracle Hyperion Foundation Services first. Foundation Services must be installed and configured in order for other products to configure successfully. Configure other EPM System products, and then configure the web server last: (Select the Foundation Services Configure Web Server task.) Then, restart the web server and refresh Oracle Hyperion Enterprise Performance Management Workspace. If you configured Oracle HTTP Server to a shared drive, you can simply restart the web server and refresh EPM Workspace; you do not have to reconfigure the web server. See Refreshing EPM Workspace. For more information about required configuration sequence, see Configuration Sequence. Note: If you are enabling SSL in your deployment, see the Oracle Enterprise Performance Management System Security Configuration Guide before you configure. Different SSL configurations have implications for the choices you make during configuration using EPM System Configurator. Also, there are additional post-configuration tasks when deploying an SSL configuration.
8. Any time you deploy additional products, reconfigure the web Server and then restart it (or simply restart it if you configured Oracle HTTP Server to a shared drive) on each machine hosting Foundation Services. Then, refresh EPM Workspace on each Foundation Services host machine in your deployment.	Refreshing EPM Workspace.
9. Perform any required manual configuration tasks for your products.	Performing Manual Configuration Tasks in a New Deployment
10. Start EPM System services.	Starting and Stopping EPM System Products
11. Validate the installation using Oracle Hyperion Enterprise Performance Management System Diagnostics and verify deployment.	Validating the Installation and Verifying Deployment
12. Enable external authentication and provision users.	Oracle Enterprise Performance Management System Security Configuration Guide

Tip:

During installation, configuration, and validation, keep a list of all user names and passwords that you use to create or modify the system, including the applications with which they are associated and their purpose.