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.

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. Review the Media Pack Readme on the Oracle Software Delivery Cloud to see which products are required or optional for use with your products.

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.

For distributed environment, see Configure Products in a Distributed Environment.

Note: If you are enabling SSL in your deployment, see the Oracle Enterprise Performance Management System Security Configuration Guide before you configure.

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 Oracle Hyperion Foundation Services.

Then, refresh Oracle Hyperion Enterprise Performance Management 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.