1. Planning Quick Start Checklists
  2. Service Administrator
  3. Administering Planning Checklist for Service Administrators

3 Administering Planning Checklist for Service Administrators


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Welcome, Planning Service Administrators!


service administrator role

Here’s a checklist to help you get going with the Planning business process on Day 1 of your experience, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Planning application is ready to use. It is assumed that the Identity Domain Administrator has created users and granted predefined roles, and the Planning business process, application, and data have already been set up. There may be more or fewer tasks required for this role on Day 1, depending on what was already done during implementation, your organization’s requirements, and the application design.

Start Administering Planning


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Review and bookmark the Oracle Enterprise Performance Management Cloud Operations Guide


create an application

  1. Open the Oracle Enterprise Performance Management Cloud Operations Guide and review and bookmark the Troubleshooting chapter for resolution information and the Requests chapter for optional updates.

  2. Read this: Resolving Form Functional and Performance Issues (5 mins)

Log in and setup


login and set up

  1. Make sure your browser meets the prerequisites.

    Read this: Supported Browsers (15 mins)

  2. Enable localization of the user interface (optional).

    Read this: Understanding EPM Cloud Localization (10 mins)

  3. Enable accessibility mode (optional).

    Read this: Enabling Accessibility Features (10 mins)

  4. Set up network restricted access (optional).

    Read this: Setting Up Restricted Network Access (15 mins)

Install clients and configure


install client

  1. Install the EPM Automate utility to access environments over a command window to automate business activities (optional).

    Read this: Installing EPM Automate (10 mins)

  2. Install available clients as needed, such as:

    • Smart View (may already be installed)

    • Product-specific extensions

    • Financial Reporting Web Studio

    • Predictive Planning

    • Strategic Modeling

    Read this: Downloading and Installing Clients (15 mins)

  3. Get familiar with the daily maintenance snapshot and set the time that maintenance is performed.

    Read this: Overview of the Maintenance Snapshot (15 mins)

  4. Learn how to back up the maintenance snapshot each day.

    Read this: Backing Up the Maintenance Snapshot (15 mins)

Set preferences and navigation


set preferences

  1. Set default preferences for Planning users and many aspects of the application and the system, and create announcements for users.

    Read this: What Application and System Settings Can I Specify? (15 mins)

    Watch this video: Setting User Preferences in Planning (3:20)

  2. Connect to other EPM Cloud environments to enable seamless navigation across business processes (optional).

    Read this: Connecting Environments in EPM Cloud (15 mins)

    Watch this video: Define Navigation Flows to Integrate Business Processes (3:51)