3 Administering FreeForm Checklist for Service Administrators

Welcome, FreeForm Service Administrators!

Here’s a checklist to help you get going with the FreeForm 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 FreeForm application is ready to use. It is assumed that the Identity Domain Administrator has created users and granted predefined roles, and the FreeForm 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 FreeForm

Review and bookmark the Oracle Enterprise Performance Management Cloud Operations Guide

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

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)

5. Authenticate and access the environment.

   Read this: Accessing EPM Cloud (10 mins) and Sample Connection URL (10 mins)

Install clients, connect, and configure

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)

   Watch this video: How to use EPM Automate (4:46 mins)

2. Install available clients for FreeForm such as:

   • Smart View (may already be installed)
   • Product-specific extensions
   • Financial Reporting Web Studio

   Read this: Available Clients and Utilities (10 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

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 mins)