1. Narrative Reporting Quick Start Checklists
  2. Service Administrator
  3. Implement Narrative Reporting Checklist for Service Administrators

2 Implement Narrative Reporting Checklist for Service Administrators


image of a person running

Welcome, Narrative Reporting Service Administrators!
service administrator role

Here’s a checklist to help you step through your Narrative Reporting implementation, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed for a Narrative Reporting implementation. It is assumed that the Identity Domain Administrator has created users and granted predefined roles. There may be more or fewer tasks required for this role on Day 1, depending on the involvement of implementation partners, your organization’s requirements, and the application design.

Review and bookmark the Oracle Fusion Cloud Enterprise Performance Management Operations Guide


create an application

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.

Familiarize yourself with Narrative Reporting
image of a book

  1. Learn about Narrative Reporting

    Read this: Overview of Narrative Reporting (5 minutes)

    Read this: Which Tasks Should I Do First? (5 minutes)

  2. Learn about Smart View

    Read this: Learning About Smart View (5 minutes)

  3. Learn about the Library

    Read this: Learning About the Library (5 minutes)

    Watch this video: Learning About the Narrative Reporting Library (5 minutes)

Set preferences and install samples


set preferences

  1. Optional: Set your user preferences

    Read this: Using the Appearance Icon (5 minutes)

    Read this: Managing User Preferences (15 minutes)

  2. Upload fonts

    Read this: Uploading Additional Fonts (5 minutes)

  3. Install samples

    Read this: Installing Samples (5 minutes)

Setup user access
set up user access

  1. Grant application-specific roles and assign access permissions to users, groups, and Narrative Reporting artifacts.

  2. Read this: Learn About Security (5 minutes)

  3. Read this: Granting Access (15 minutes)

  4. Watch this video: Granting Access to Library Artifacts (5 minutes)

Data Extract
load data

  1. Migrate artifacts

    Read this: Migrating Artifacts (15 minutes)

  2. Learn about the EPM Automate

    Read this: About EPM Automate (5 minutes)

    Read this: Installing EPM Automate (5 minutes)

Perform tasks
perform tasks

The following tasks may be done in any order and are optional depending on your application requirements:

  1. Review videos

    Watch this video: Administer Narrative Reporting (5 minutes)

  2. Browse the Table of Contents in the Administering Narrative Reporting guide to see if other tasks are required for your implementation.

    Browse this: Administering Narrative Reporting (30 minutes)

Communicate with your users
To communicate with users

When the application is ready for use, broadcast the URL of the environment to users.

Follow your company’s process for communicating with users.