About this course

Course code TPD64672GC20
Duration 3 Days

In this course, you learn about the processes involved in installing, configuring, testing, and maintaining Planning. You learn about the layers in the Enterprise Performance Management System infrastructure. Discussions include planning the installation, installing and configuring Planning components, testing, and maintaining the system. Exercises provide hands-on practice installing and configuring Planning. Learn To:Identify the Planning installation requirementsInstall and configure Foundation Services and EssbaseInstall and configure PlanningInstall and configure Reporting and AnalysisVerify the Planning installationA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.


  • Familiarity with Microsoft WindowsWorking knowledge of relational database management systemsWorking knowledge of network operating systems and server hardware technologies

Delegates will learn how to

  • Identify the Planning installation requirements
  • Install and configure Foundation Services and Essbase
  • Install and configure Planning
  • Install and configure Reporting and Analysis
  • Verify the Planning installation


Introduction to Planning

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

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

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

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

Configuration Overview

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

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

Configuring Performance Management Architect and Calculation Manager

  • Configuring Performance Management Architect
  • Configuring Calculation Manager

Configuring Essbase

  • Configuring Essbase
  • Essbase Authentication
  • Adding Essbase Servers

Configuring Planning

  • Configuring Planning
  • Installing and Configuring Offline Planning

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

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

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

Switching Application Modes

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

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

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

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

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

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

3 Days


This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

Find dates and prices

The course is available on 1 different dates.

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

All third party trademark rights acknowledged.