Oracle Hyperion EPM 11.1.2 التثبيت والتكوين، الإصدار 1

Introduction to Planning

• Objectives
• Oracle Hyperion Planning
• Planning Components
• Additional Planning Modules
• Additional Planning-Based Products
• Product Integration
• Planning Architecture
• Client Tier
• Middle Tier
• Data Tier
• External Services
• Oracle Exalytics: Overview
• Planning on Oracle Exalytics: Benefits
• Planning on Oracle Exalytics: Optimized Engine
• Planning Business Process
• Step 1: Entering Data
• Step 2: Adjusting Data
• Step 3: Calculating Data
• Step 4: Annotating Data
• Step 5: Reviewing and Approving Data
• Step 6: Running and Publishing Financial Reports
• Summary
• Quiz

Introduction to Financial Management

• Objectives
• About Financial Management
• Additional Financial Management Components
• Management of the Extended Close Process
• Product Integration
• Financial Management Architecture
• Client Tier
• Middle Tier
• Data Tier
• External Services
• Financial Management Business Process
• Step 1: Entering Data
• Step 2: Calculating Data
• Step 3: Adjusting Data
• Step 4: Translating and Consolidating Data
• Step 5: Reviewing and Approving Data
• Step 6: Running and Publishing Financial Reports
• Summary
• Quiz

Preparing the Installation Environment

• Objectives
• Installation: Overview
• Installation Checklist
• Preparing Third-Party Software
• Preparing the Work Area
• Planning the Deployment Architecture
• Sample Deployment Scenarios
• Deployment for 100 to 500 Users
• Deployment for 1000 Users
• Virtual Deployments
• Preparing Server Disk Space and RAM
• Preparing Client Disk Space and RAM
• Preparing the Security Infrastructure
• Configuring SSL
• Full SSL Deployment
• SSL Terminating at the Web Server
• SSL Deployment with an Off-Loader
• Two-Way SSL Deployment
• Preparing Web Application Servers
• Preparing Web Servers
• Preparing Web Browsers
• Default Ports
• ABC Corporation: Overview
• Summary
• Quiz
• Practice 3: Overview

Preparing the Software Requirements

• Objectives
• Selecting a Supported Platform
• Selecting a Supported Database
• Classroom Database Definition
• Accessing Oracle Software and Documentation
• Preparing the Required Software
• Release Compatibility
• EPM System Software Dependencies
• Preparing Third-Party Software
• Summary
• Quiz
• Practice 4: Overview

Installing Product Components

• Objectives
• EPM System Installer: Overview
• Installing EPM System Products
• Reviewing System Prerequisites
• Specifying the Middleware Home Directory
• Selecting an Installation Type
• Selecting the Products to Install
• Confirming Your Selections
• Reviewing the Summary Report
• Performing Silent Installations
• Installing Foundation Services
• Installing Essbase
• Installing Planning and Offline Planning
• Installing Planning Modules
• Installing Financial Management
• Installing Financial Close Management, Tax Management, Disclosure Management, and Strategic Finance
• Installing FDMEE
• Installing Reporting and Analysis Framework
• Installing Reporting and Analysis
• Reporting and Analysis Architecture
• Installing Smart View
• Summary
• Quiz
• Practice 5: Overview

Understanding Configurations

• Objectives
• Launching EPM System Configurator
• Configuration Tasks
• Configuration Sequence
• Configuring Products in a Clustered Environment
• Performing Silent Configurations
• Summary
• Quiz

Configuring Shared Services

• Objectives
• Running EPM System Configurator for Shared Services
• Configuring the EPM Oracle Instance
• Configuring the Shared Services and Registry Database Connection
• Configuration Selection
• Configuring EPM System Common Settings
• Deploying to the Application Server
• Setting the Shared Services Admin User Password
• Launching the Shared Services Console
• Configuring Single Sign-On
• Configuring User Directories
• Configuring MSAD or LDAP User Directories
• Configuring Users
• Configuring Groups
• Provisioning Users and Groups
• Generating Provisioning Reports
• Creating Application Groups
• Summary
• Quiz
• Practice 7: Overview

Configuring Performance Management Architect and Calculation Manager

• Objectives
• Configuring Performance Management Architect
• Configuring the EPM Oracle Instance
• Configuration Selection
• Configuring the Performance Management Architect Database
• Deploying Performance Management Architect to the Application Server
• Creating an Interface Data Source
• Configuring Calculation Manager
• Configuring the EPM Oracle Instance
• Configuration Selection
• Configuring the Calculation Manager Database
• Deploying Calculation Manager to the Application Server
• Summary
• Quiz
• Practice 8: Overview

Configuring Essbase

• Objectives
• Configuring Essbase Components
• Configuring the EPM Oracle Instance
• Configuration Selection
• Configuring the Essbase Studio and Administration Services Database
• Deploying Administration Services and Provider Services to the Application Server
• Specifying the Essbase Studio Data File Location
• Configuring the Essbase Server
• Essbase Authentication
• Adding Essbase Servers
• Summary
• Quiz
• Practice 9: Overview

Configuring Planning

• Objectives
• About Planning Configuration
• Configuring Planning Modules
• Configuring the EPM Oracle Instance
• Configuration Selection
• Configuring the Planning System Database
• Deploying Planning to the Application Server
• Configuring the RMI Server
• Installing and Configuring Offline Planning
• Installing Reporting and Analysis
• Installing Smart View
• Summary
• Quiz
• Practice 10: Overview

Configuring Financial Management

• Objectives
• Configuring Financial Management
• Configuring the EPM Oracle Instance
• Configuration Selection
• Configuring the Financial Management Database
• Deploying Planning to the Application Server
• Configuring the Financial Management Application Server
• Configuring Financial Management Servers and Clusters
• Registering Financial Management Servers and Clusters
• Summary
• Quiz

Configuring Financial Reporting and Workspace

• Objectives
• Configuring Financial Reporting and Framework Services
• Configuring the EPM Oracle Instance
• Configuration Selection
• Configuring the Reporting and Analysis Database
• Configuring Reporting and Analysis Framework Services
• Deploying Reporting and Analysis to the Application Server
• Configuring Reporting and Analysis Framework Agent Ports
• Configuring RMI Ports
• Configuring the Workspace Web Server
• Configuration Selection
• Configuring Web Server Type and Port
• Installing Financial Reporting Studio Through Workspace
• Installing Financial Reporting Studio by Using FinancialReportingStudio.exe
• Integrating Products with Workspace
• Summary
• Quiz

Troubleshooting the EPM System Installation

• Objectives
• Troubleshooting Basics
• Reviewing Documentation
• Checking Release Compatibility
• Identifying Port Conflicts
• Starting and Stopping EPM Services
• Validating the Installation and Configuration
• Viewing and Analyzing Log Files
• Troubleshooting Product-Specific Issues
• Accessing Technical Support Resources
• Summary
• Quiz

Accessing Planning

• Objectives
• Verifying the Installation
• Starting Services
• Logging On to Workspace
• Creating and Deploying Applications
• Managing Data Sources
• Creating Applications in Performance Management Architect
• Creating Applications in Classic Application Administration
• Creating Applications in Simplified Interface
• Creating Essbase Databases
• Refreshing Essbase Databases in Simplified Interface
• Provisioning Users and Groups
• Installing and Configuring Smart View
• Accessing Planning Applications
• Accessing Planning Applications in Workspace
• Accessing Planning Applications in Smart View
• Taking Forms Offline
• Accessing Planning Outlines in Administration Services
• Testing Financial Reporting Connectivity
• Managing Financial Reporting Database Connections
• Summary
• Quiz

Switching Application Modes

• Objectives
• Application Upgrade Wizard
• Transforming Classic Applications to Performance Management Architect Applications
• Step 1: Reviewing the Welcome Page
• Step 2: Reviewing the Application Summary
• Step 3: Selecting Applications
• Step 4: Reviewing the Transformation Summary
• Step 5: Viewing Job Console
• Step 6: Viewing Application Library
• Step 7: Accessing the Application
• Switching Performance Management Architect Applications to Classic Applications
• Summary
• Quiz

Verifying the Financial Management Installation

• Objectives
• Testing Process
• Starting Required Services
• Logging On to Workspace
• Creating Import Profiles
• Importing Dimensions
• Creating Applications
• Selecting Dimensions
• Configuring the Application Settings
• Deploying Applications to Application Servers
• Validating Applications
• Deploying Applications
• Viewing Job Status
• Loading Data
• Summary
• Quiz

Reporting Tools

• Objectives
• Installing Reporting Studio
• Creating a Financial Reporting Report
• Testing Related Content
• Summary
• Quiz

Moving Classic Applications to Performance Management Architect

• Objectives
• Application Transformation: Overview
• Accessing Application Upgrade Wizard in Workspace
• Step 1: Reviewing the Welcome Page
• Step 2: Reviewing the Application Summary
• Step 3: Selecting Applications
• Step 4: Reviewing the Transformation Summary
• Step 5: Viewing Job Console
• Step 6: Viewing Application Library
• Step 7: Accessing the Application
• Summary
• Quiz

Performing System Maintenance

• Objectives
• Backup and Restore: Overview
• Backing Up Databases and File Systems
• Backing Up Windows Registry Settings
• Backing Up and Restoring EPM System Products
• Managing EPM System Log Files
• Summary
• Quiz

Upgrading EPM System Products

• Objectives
• Upgrade: Overview
• Supported Upgrade Paths
• Upgrade Checklist
• Performing Upgrade Installation Prerequisites
• Preparing Data for Upgrade
• Uninstalling Earlier Releases of EPM System Products
• Installing EPM System Products for an Upgrade
• Configuring EPM System Products for an Upgrade
• Performing Additional Product-Specific Upgrade Tasks
• Upgrading from Multiple Releases
• Summary
• Quiz

Performing Migrations with Lifecycle Management

• Objectives
• Lifecycle Management: Overview
• Migrating on Connected and Disconnected Environments
• Lifecycle Management Requirements
• Lifecycle Management Security
• Artifacts: Overview
• Planning Artifacts
• Financial Management Artifacts
• Performance Management Architect Artifacts
• Essbase Artifacts
• Calculation Manager Artifacts
• Foundation Services Artifacts
• Reporting and Analysis Artifacts
• Viewing and Searching for Artifacts
• Application and Artifact Migration Process
• Migration Scenario
• Migration Guidelines
• Migrating Application Artifacts to a File System
• Migrating Applications from the File System to a Destination Application
• Exporting and Importing Individual Artifacts for Editing
• Automating Migration Tasks
• Running the Lifecycle Management Utility
• Viewing Migration Status Reports
• Viewing Audit Reports
• Summary
• Quiz