1. Installation and Configuration Guide
  2. Validating the Installation and Verifying Deployment
  3. Validating a Financial Close Management Deployment

Validating a Financial Close Management Deployment

Oracle Hyperion Financial Close Management Validation Tool scans the system configuration settings needed for successful functioning of Financial Close Management. Oracle recommends that you run Financial Close Management Validation Tool after you complete the installation and configuration steps to test that the components for Financial Close Management are correctly deployed and configured.

To use Financial Close Management Validation Tool:

  1. From a web browser, open the following URL:

    FCMHOST:FCMPORT/fcc/faces/oracle/apps/epm/fcc/ui/page/FCCValidation.jspx

    where FCMHOST is the machine where Financial Close Management is configured and FCMPORT is port 8700. You can find this information from WebLogic Administration Console. To view this information, log in to the Administration Console and navigate to Environment, and then Servers.

  2. Log in to the Financial Close Management Validation Tool with a user from the external provider. If there are issues with the external provider configuration, log on with any seeded user (seeded both on WebLogic Server and Oracle Hyperion Shared Services native directory) and run the tool to identify issues with the external provider configuration.

  3. Review the status for each of the following:

    Table 14-1 Validation tests for Financial Close Management

    Validation Item Results
    Admin Server

    Host

    Port

    Status (running/shutdown)

    DataSources
    Foundation Server

    Host

    Port

    Status

    DataSources

    FCM Managed Server

    Host

    Port

    Status

    DataSources
    FinancialClose Web Application

    Version

    State

    DB Type

    FinancialCloseTaxOpCommon Web Application

    Version

    State

    DB Type

    EPM-FCM-LIBRARIES library

    Version

    State

    DB Type

    Authentication Providers

    DefaultAuthenticator

    Control Flag

    EPMIdentityAsserter

    fcm_valid_users role is created correctly

    virtualize flag is true

    LibOVD is enabled
    External Authenticators

    Lists the external Identity store configuration. The tool lists the values used for the configuration. You must ensure that the entered values are correct.

  4. Look for failed tests, diagnose, and fix problems.

  5. Run Financial Close Management Validation Tool again until all tests pass.

  6. Click Validate Test Schedule.

    The Validate Test Schedule button is enabled only if all the required configuration tests in Table 14-1 pass without errors.

  7. Review the status of the following tasks:

    • Business Event

    • Composite Instance

    • FCM Basic Task

    • Human Workflow

    In case of any errors, the test FCCTaskExecutionComposite instance is not deleted and you can see more details of the error from the Enterprise Manager console. If all the validation items are successful, then the test composite and instance are deleted.

To use Account Reconciliation Manager Validation Tool:

  1. From a web browser, open the following URL to run the Account Reconciliation Manager Validation Tool.

    FCMHOST:FCMPORT/arm/faces/oracle/apps/epm/arm/ui/page/common/ARMValidation.jspx

    where FCMHOST is the machine where Financial Close Management is configured and FCMPORT is the listening port of the FinancialClose0 managed Server in the WebLogic Administration Console. You can find this information from WebLogic Administration Console. To view this information, log in to the Administration Console and navigate to Environment, and then Servers.

  2. Log in to the Account Reconciliation Manager Validation Tool with the Shared Services Admin user.

  3. Click Validate Account Reconciliation Manager Configuration.

  4. Review the status for each of the following:

    Table 14-2 Validation tests for Account Reconciliation Manager

    Validation Item Results
    Admin Server

    Host

    Port

    Status (running/shutdown)

    DataSources
    Foundation Server

    Host

    Port

    Status

    DataSources
    FCM Managed Server

    Host

    Port

    Status

    DataSources
    Account Reconciliation Web Application

    Version

    State

    DB Type

    FinancialCloseTaxOpCommon Web Application

    Version

    State

    DB Type

    EPM-FCM-LIBRARIES library

    Version

    State

    DB Type

    Authentication Providers

    DefaultAuthenticator

    Control Flag

    EPMIdentityAsserter

    fcm_valid_users role is created correctly

    virtualize flag is true

    LibOVD is enabled
    External Authenticators Lists the authentication providers

  5. Look for failed tests, diagnose, and fix problems.

  6. Run Account Reconciliation Manager Validation Tool again until all tests pass.