Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 About EPM System Product Installations
  • About EPM System Products
  • Assumed Knowledge
  • About Middleware Home, EPM Oracle Home, and EPM Oracle Instance
  • About the Shared Services Registry
  • Characters Supported for Installation and Configuration
  • EPM System Deployment Documentation
    • Deployment Paths
      • Perform Additional Configuration Options
      • Perform Ongoing Administration
    • Accessing Documentation
  • EPM System Update and Upgrade Policies
• 2 EPM System Architecture
  • About EPM System Architecture
  • Essbase Components
  • FDMEE Components
  • Financial Close Management Components
    • Stand-Alone Financial Close Management Deployment Requirements for Test and Production
  • Financial Management Components
  • Planning Components
  • Profitability and Cost Management Components
  • Financial Reporting Components
  • Tax Governance Components
  • Tax Provision Components
• 3 Preparing Your Environment
  • Preparing Servers
    • Applying Windows Updates
    • Resolving Port Conflicts
    • Disabling User Access Control
    • Enabling User Access Control
    • Synchronizing Clocks
    • Resolving Host Names
    • Disabling Anti-virus Software
    • Shared File System
    • 8.3 Name Creation
    • Access Control List (Linux)
  • Preparing User Accounts
  • Disk Space and RAM
    • Client Disk Space and RAM
    • Server Disk Space and RAM
  • Preparing a Database
    • Using an Oracle Database
      • Oracle Database Creation Considerations
      • Oracle Database Privileges and Parameters
      • Oracle Database Sizing Guidelines
      • Oracle Database Tablespace Considerations
      • Using an Existing Oracle Database Client
        • Replacing the EPM System-Installed Oracle Database Client with A Different Oracle Database Client
    • Using a Microsoft SQL Server Database
      • Creating the RCU Schema for a Non - System Admin User
      • Microsoft SQL Server Database Creation Requirements
      • Microsoft SQL Server Roles and Privileges
      • Microsoft SQL Server Sizing Guidelines
  • Preparing Java Web Application Servers
    • WebLogic Server
  • Preparing Web Servers
    • Oracle HTTP Server
    • Microsoft Internet Information Services (IIS) (Data Relationship Management Only)
      • Verifying the IIS Installation
  • Preparing Web Browsers
    • Browser Settings
  • Support Matrix for High Availability and Load Balancing
• 4 Downloading Files for Installation
  • Downloading the Installation Files
• 5 Installing EPM System Products in a New Deployment
  • Installation Checklist for a New Installation
  • Installing and Configuring Oracle SOA Suite 12c for Financial Close Management and Tax Governance
    • Roadmap for Installing and Configuring Oracle SOA Suite 12c
    • Apply Release 11.2.10
    • Installing Oracle SOA Suite 12c
    • Configuring Oracle SOA Suite Domain
      • Using Repository Creation Utility (RCU) to create SOA Schemas
      • Configuring the Domain
    • Deploy to SOA
      • Starting the Servers
      • Configure KSS Keystore
      • Deploy to Application Server
      • Verify the Deployment
  • Installation Prerequisites and Requirements
    • Web Server Installation Prerequisites
  • Installation Sequence
  • Installing EPM System Products in a Distributed Environment
  • Installing EPM System Products
    • Welcome
    • Destination/Middleware Home
    • Installation Type
    • Product Selection
    • Confirmation
      • Saving Installation Selections
    • Progress
    • Summary
  • Performing Silent Installations
    • Loading Saved Selections
    • Modifying Response Files
  • Installing EPM System Clients
    • Client Installation Prerequisites
    • Downloading and Extracting Client Installers
    • Installing EPM System Clients
    • Installing EPM System Clients from EPM Workspace
    • Installing EPM System Clients From the Command Line
      • Performing Silent Client Installations
    • Installing and Updating Smart View Extensions
• 6 Configuring EPM System Products in a New Deployment
  • About EPM System Configurator
  • Configuration Prerequisites
    • Ensuring that Host Names Resolve
    • Creating Infrastructure Schemas Using Repository Creation Utility
    • Updating RCU Schema Properties
  • Configuration Sequence
  • Configuring Products in a Distributed Environment
  • Configuring Products in an SSL-Enabled Environment
  • Product Configuration Task Summary
  • Configuring EPM System Products
    • Refreshing EPM Workspace
  • EPM System Configurator Task Reference
    • Configure EPM Oracle Instance
    • Task Selection
    • Set Up Shared Services and Registry Database Connection
    • Deploy to Application Server — Specify WebLogic Domain Information
    • Deploy to Application Server: Oracle WebLogic
      • What Happens During Deployment: WebLogic Server
    • Configure Database
      • Advanced Options for Database Configuration (Optional)
    • Foundation Configuration Tasks
      • Configure Common Settings
      • Configure Logical Address for Web Applications
      • Set Shared Services Admin User and Password
      • Scale Out Single Managed Server on This Machine
      • Configure Web Server
    • Essbase Configuration Tasks
      • Configure Essbase Server
        • ESSLANG Variable
        • Managing ESSLANG Settings
    • Financial Reporting Configuration Tasks
      • Configure Financial Reporting RMI Ports
    • Planning Configuration Tasks
      • Configure Planning RMI Server
    • Financial Management Configuration Tasks
      • Financial Management — Configure Server
      • Financial Management — Configure Cluster
    • Financial Close Management Configuration Tasks
      • Financial Close Custom Settings
    • Configuration Summary
  • Performing Silent Configurations
  • What Happens During Configuration
  • Troubleshooting Configuration
• 7 Upgrading EPM System
  • About Upgrading
  • Supported Paths to Release 11.2
  • Upgrading Checklist
  • Upgrade Installation Prerequisites
  • Preparing Artifacts and Data for Upgrading
    • About Migrating from Performance Management Architect
    • Preparing Foundation Services Artifacts for Upgrading
    • Preparing Essbase Applications for Upgrading
      • Exporting Essbase Metadata from Performance Management Architect
    • Preparing Planning Applications for Upgrading
      • Preparing Classic Planning Applications for Upgrading
        • Exporting Planning Applications Using Lifecycle Management
      • Preparing Performance Management Architect-Based Planning Applications for Upgrading
        • Converting Performance Management Architect-Based Planning Applications to Classic Planning Applications
        • Exporting Planning Applications Using Lifecycle Management
        • Exporting Planning Metadata from Performance Management Architect
    • Preparing Public Sector Planning and Budgeting Applications for Upgrading
    • Preparing Profitability and Cost Management Artifacts for Upgrading
      • Preparing Standard Profitability and Detailed Profitability Applications for Upgrading
        • Exporting Profitability and Cost Management Standard and Detailed Application Metadata from Performance Management Architect
      • Preparing Management Ledger Applications for Upgrading
    • Preparing Financial Management Applications for Upgrading (Windows Only)
      • Exporting Financial Management Metadata from Performance Management Architect
    • Preparing Tax Provision Applications for Upgrading (Windows Only)
    • Preparing Financial Reporting Artifacts
    • Preparing Financial Close Management Artifacts for Upgrading
    • Preparing FDMEE Artifacts for Upgrading
    • Preparing Calculation Manager Artifacts for Upgrading
  • Downloading and Preparing Files for Installation
  • Installing EPM System Products for an Upgrade
  • Restoring the Financial Management Schema
  • Configuring EPM System Products for an Upgrade
  • Starting EPM System Services
  • Validating the Installation
  • Importing Artifacts and Data for Release 11.2
    • Importing Foundation Services Artifacts
    • Importing Essbase Applications
    • Importing Planning Applications
    • Importing Public Sector Planning and Budgeting Applications
    • Importing Profitability and Cost Management Artifacts
      • Importing Standard Profitability and Detailed Profitability Applications
      • Importing Management Ledger Applications
    • Importing Financial Reporting Artifacts
    • Migrating Financial Close Management Artifacts
      • Tasks in the Release 11.1.2.4_253+ Source Environment
        • Copying the Financial Close Management Schema (SQL Server)
      • Tasks in the Release 11.2 Target Environment
    • Importing FDMEE Artifacts
      • Preparing the Data Export/Import and Migration Utilities
      • Migrating the FDMEE Schema (Oracle Database)
      • Migrating the FDMEE Schema (SQL Server)
      • Importing FDMEE Artifacts to Release 11.2
      • Additional Manual Steps for FDMEE
    • Importing Calculation Manager Artifacts
    • Importing Provisioning and Taskflows
  • Importing Performance Management Architect Application Metadata into Data Relationship Management
  • Exporting from Data Relationship Management and Importing to EPM Applications
  • Validating the Installation
  • Repeating the Upgrade Process for Applications
  • Upgrading EPM System Clients
• 8 Applying an Update to EPM System Products
  • About Applying an Update
  • Supported Paths to EPM System Release 11.2.8
  • Applying an Update Installation Checklist
  • Downloading and Extracting Installation Files
  • Applying an Update Prerequisite Tasks
  • Installing EPM System Products Using Apply Update
  • Configuring EPM System After Applying an Update
  • Manual Configuration Tasks for FDMEE
• 9 Performing Manual Configuration Tasks in a New Deployment
  • Updating to the Latest Java Patch Level
  • Financial Close Management and Tax Governance Manual Configuration Tasks
    • Start Managed Servers
    • Raising the Maximum Capacity in the Connection Pool
    • Increasing the Connection Pool of the External LDAP Provider
    • Configuring the WebLogic Domain to OID, MSAD, SunOne
    • Targetting Shared Libraries
• 10 Starting and Stopping EPM System Products
  • Starting and Stopping WebLogic Administration Server
  • Starting and Stopping EPM System Using a Single Script
  • Starting and Stopping Oracle HTTP Server
  • Launching Clients
• 11 Validating the Installation and Verifying Deployment
  • Validating the Installation
    • Prerequisites
    • Using EPM System Diagnostics
    • Diagnostics Performed
  • Generating a Deployment Report
  • Verifying Deployment
    • Verifying Shared Services Deployment
    • Verifying EPM Workspace Deployment and Products in EPM Workspace
    • Verifying Administration Services Deployment
    • Verifying Provider Services Deployment
  • Validating a Financial Close Management Deployment
• 12 Using Independent Essbase 21c with Oracle EPM 11.2.8
  • Using Essbase 21c with Planning Applications
  • Using Essbase 21c with Profitability and Cost Management Applications
• A Ports
  • Default Ports and Shared Services Registry
  • WebLogic Administration Server Port
  • Oracle Enterprise Manager Java Web Application Port
  • SSL Ports
  • Foundation Services Ports
    • Foundation Services Ports
    • Calculation Manager Java Web Application Ports
  • Essbase Ports
    • Essbase Ports
    • Administration Services Ports
    • Provider Services Ports
  • Financial Reporting Ports
  • Financial Performance Management Applications Ports
    • Financial Management Ports
    • Financial Close Management Ports
    • Tax Management Ports
    • Planning Ports
    • Profitability and Cost Management Ports
  • Data Management Ports
    • FDMEE Ports
    • Data Relationship Management Ports
• B JDBC URL Attributes
  • JDBC Drivers
    • URL for Oracle RAC
    • LDAP-Based URL for Oracle Database
    • URL for SSL
• C EPM System Services
  • Web Server
  • Foundation Services Application Server
  • Calculation Manager Application Server
  • Essbase Server
  • Administration Services Server
  • Provider Services Application Server
  • Financial Reporting Application Server
  • Planning Application Server
  • Financial Management Server
  • Financial Management Application Server
  • Profitability and Cost Management Application Server
  • Financial Close Management Application Server
  • Tax Management Application Server
  • Data Relationship Management
  • Data Relationship Management Analytics
  • FDMEE Application Server