1. Installation and Configuration Guide
  2. Configuring EPM System Products in a New Deployment
  3. Configuration Sequence

Configuration Sequence

Oracle Hyperion Foundation Services must be installed and configured for other products to configure successfully. In general, for a new deployment, Oracle recommends that for each machine, you configure all Oracle Enterprise Performance Management System products at the same time for the products installed on the machine. By default, EPM System Configurator preselects all products for you.

Configuration sequence notes:

  • Configure Foundation Services first. Foundation Services must be installed and configured for other products to configure successfully. Then, for each machine in the deployment, configure all EPM System products at one time for the products installed on the machine.

  • 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.

  • Complete the configuration on each machine and close EPM System Configurator before launching EPM System Configurator on another machine.

  • When you configure in a distributed environment, you configure the Oracle Hyperion Shared Services database on every machine. On the first machine, you are setting up the Oracle Hyperion Shared Services Registry. For configurations on subsequent machines, choose Connect to a previously configured Shared Services database, which lets the machine know the location of the Shared Services Registry.

  • If you deploy any 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.

  • You must perform the Configure Database task at the same time as or before you perform the Deploy to Application Server task.

  • Configure Oracle Hyperion Financial Close Management and Account Reconciliation Manager before configuring Oracle Hyperion Financial Data Quality Management, Enterprise Edition. If Financial Close Management is configured after FDMEE, you must manually configure the ARM Data Server. See Set up the Data Server Based on the Enterprise Resource Planning (ERP) Source System. Perform these steps for ARM_DATA_SERVER.

  • Automatic web server configuration with EPM System Configurator is supported only for the web server installed by EPM System Installer (Oracle HTTP Server or the proxy web Server).

  • After you have completed configuration, perform any required manual configuration tasks required for your product.

For information about clustering or scaling EPM System, see the Oracle Enterprise Performance Management System Deployment Options Guide.

Configure Oracle Data Relationship Management after you have completed all the configuration tasks using EPM System Configurator: See the Oracle Data Relationship Management Installation Guide.