Oracle Hyperion Planning 11.1.2 Installation & Configuration Training

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Oracle Hyperion Planning 11.1.2 Installation & Configuration training explains all the processes involved in the installation, configuration, testing, and maintenance planning. How to identify the Planning installation requirements and verify it post installation is explained by the domain experts. The detailed information about the layers in the Enterprise Performance Management (EPM) System infrastructure is covered in this Oracle Hyperion Planning training. Configuring shared devices, performance management Architect, and Essbase is also the part of the updated course curriculum and explained in support of real life examples. The participants will get hands-on practice on the installation and configuration of planning.

By the end of the Oracle Hyperion Planning 11.1.2 Installation & Configuration training course, you will inculcate the following skillset:

  • Describe Oracle’s Enterprise Performance Management System
  •  Elucidate Planning, Foundation Services, Essbase, and Reporting and Analysis Framework 
  • Identify the Planning installation requirements and prepare the software requirements
  • Install and configure Foundation Services and Essbase
  • Configure Performance Management Architect and Calculation Manager
  • Install, configure, and access Planning
  • Install and configure Financial Reporting and Framework Services
  • Troubleshoot EPM System Installation and perform system maintenance
Target audience
  • System Administrator
  • Technical Consultant
  • Configuration Consultant
  • Implementation Consultant
  • Sales Consultant
  • Functional Implementer
  • SOA Architect

Familiarity with Microsoft Windows and working knowledge of the following is required to undergo this training:

  • Relational database management systems
  • Network operating systems
  • Server hardware technologies

1. Introduction to Planning

  • Oracle’s Enterprise Performance Management System
  • Planning Overview
  • Foundation Services Overview
  • Essbase Overview
  • Reporting and Analysis Framework Overview

2. Preparing the Installation Environment

  • Installation Overview
  • Planning the Deployment Architecture
  • Sample Deployment Scenarios for Planning
  • Preparing Server Disk Space and RAM
  • Preparing Client Disk Space and RAM
  • Preparing the Security Infrastructure
  • Configuring SSL
  • Preparing Web Application Servers

3. Preparing the Software Requirements

  • Selecting a Supported Platform
  • Selecting a Supported Database
  • Classroom Database Definition
  • Accessing Oracle Software and Documentation
  • Preparing the Required Software
  • Release Compatibility
  • Preparing Third-Party Software

4. Installing Product Components

  • EPM System Installer Overview
  • Installing EPM System Products
  • Performing Silent Installations
  • Installing Foundation Services
  • Installing Essbase
  • Installing Planning
  • Installing Reporting and Analysis
  • Installing Smart View

5. Configuration Overview

  • EPM System Configurator Overview
  • Configuration Prerequisites
  • Configuration Tasks
  • Configuration Sequence
  • Configuring Products in a Clustered Environment
  • Performing Silent Configurations

6. Configuring Shared Services

  • Running EPM System Configurator for Shared Services
  • Configuring the EPM Oracle Instance
  • Configuring the Shared Services and Registry Database Connection
  • Configuring EPM System Common Settings
  • Deploying to the Application Server
  • Registering with Oracle Configuration Manager
  • Setting the Shared Services Admin User Password
  • Launching Shared Services Console
  • 7. Configuring Performance Management Architect and Calculation Manager

  • Configuring Performance Management Architect
  • Configuring Calculation Manager

8. Configuring Essbase

  • Configuring Essbase
  • Essbase Authentication
  • Adding Essbase Servers

9. Configuring Planning

  • Configuring Planning
  • Installing and Configuring Offline Planning

10. Configuring Financial Reporting and Workspace

  • Configuring Financial Reporting and Framework Services
  • Configuring Workspace
  • Installing Financial Reporting Studio and Financial Reporting Print Server
  • Integrating Products with Workspace

11. Troubleshooting the EPM System Installation

  • Troubleshooting Basics
  • Reviewing Documentation
  • Checking Release Compatibility
  • Identifying Port Conflicts
  • Starting and Stopping EPM Services
  • Validating the Installation & Configuration
  • Viewing & Analyzing Log Files
  • Troubleshooting Product-Specific Issues

12. Accessing Planning

  • Verifying the Installation
  • Starting Services
  • Logging on to Workspace
  • Creating and Deploying Applications
  • Provisioning Users and Groups
  • Configuring Smart View
  • Accessing Planning Applications
  • Testing Report Connectivity

13. Switching Application Modes

  • Application Upgrade Wizard
  • Switching Classic Applications to Performance Management Architect Applications
  • Switching Performance Management Architect Applications to Classic Applications

14. Performing System Maintenance

  • Backup and Recovery Overview
  • Backing Up Databases and File Systems
  • Backing Up Windows Registry Settings
  • Backing Up and Recovering EPM System Products
  • Managing EPM System Log Files

15. Upgrading EPM System Products

  • Identifying Supported Upgrade Paths
  • Reviewing the Upgrade Checklist
  • Preparing Data for Upgrading
  • Uninstalling Earlier Releases
  • Installing EPM System Products for an Upgrade
  • Configuring EPM System Products in an Upgrade
  • Validating the Upgraded Installation
  • Upgrading Planning Applications

16. Performing Migrations with Lifecycle Management

  • Lifecycle Management Overview
  • About Artifacts
  • Viewing and Searching for Artifacts
  • Application and Artifact Migration Process
  • Migration Scenarios
  • Automating Migration Tasks
  • Running the Lifecycle Management Utility
  • Accessing and Viewing the Migration Status Report

17. Appendix A: Integrating with PlanningA

  • Integration Options Overview
  • Installing FDM and ERP Integrator
  • Configuring FDM and ERP Integrator
  • Working with FDM
  • Working with ERP Integrator

18. Appendix B: Working with the Performance Management Architect File Generator

  • Performance Management Architect File Generator Overview
  • Creating an Import File from Planning Applications
  • Creating an Import File from Performance Management Architect Applications
  • Creating an Import File from Microsoft Excel Files


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