Adminstering Enterprise Profitability and Cost Management Checklist for Service Administrators

Welcome, Enterprise Profitability and Cost Management Service Administrators!

Here’s a checklist to help you get going with the 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. It is assumed that the Identity Domain Administrator has created users and granted predefined roles. The Enterprise Profitability and Cost Management business process has been created and you have the correct EPM Cloud URL (see Sample EPM Cloud URLs).

Create an application

1. Establish the goals, key objectives, and scope of your application.

   Read this: Application Design Best Practices (5 min)

2. From the EPM Cloud Service Landing page, select Profitability and Cost Management and then Enterprise Profitability and Cost Management.

   Read this: Pre-configuring Your Environment (2 mins)

3. Select what type of application to create.

   Read this: Selecting What Type of Application to Create (2 mins)

4. Create either the sample application or a new application.

   Read this: Creating the Sample Application (2 mins)

   Read this: Creating a New Application (5 mins)

Create dimensions

Create dimensions to add to your Enterprise Profitability and Cost Management application.

Read this: About Dimensions and Members in Enterprise Profitability and Cost Management (5 min)

Read this: Creating a Dimension (5 min)

Load dimensions into the application

Load dimensions into your Enterprise Profitability and Cost Management application.

Read this: Importing Metadata (5 min)

Populate the application with data

After you load dimensions, you can populate the application with data from a data import file.

Read this: Importing Data (5 min)

Enable localization and accessibility

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

   Read this: Understanding EPM Cloud Localization (10 mins)

2. Activate accessibility features (optional).

   Read this: Activating Accessibility Features (5 mins)

Install clients and configure

1. Make sure your browser meets the prerequisites.

   Read this: Supported Browsers (3 mins)

   Read this: Setting Up Browsers for EPM Cloud (5 mins)

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

   Read this: Installing EPM Automate (5 mins)

3. Install available clients as needed, such as:

   • Oracle Smart View for Office (may already be installed)

   • Product-specific extensions

   Read this: Available Clients and Utilities (5 mins)

   Read this: Downloading and Installing Clients (5 mins)

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

   Read this: Overview of the Maintenance Snapshot (5 mins)

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

   Read this: Backing Up the Maintenance Snapshot (5 mins)

Set up user access

Grant application-specific roles and assign access permissions to users, groups, and Enterprise Profitability and Cost Management artifacts.

Read these topics:

• About Predefined Roles (10 min)

• About Application Roles (3 min)

• Working with Access Permissions (10 min)

Set preferences and navigation

1. Set default preferences for Enterprise Profitability and Cost Management users and for many aspects of the application and the system, and create announcements for users.

   Read this: Managing Application and System Settings

2. Connect to other Oracle Enterprise Performance Management Cloud environments to enable seamless navigation across business processes (optional).

   Read this: Connecting Environments in EPM Cloud

Communicate with your 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.