Hyperion Reporting & Analysis 11.1.2 Administration

You begin this course by discussing the products and architecture of Oracle's Enterprise Performance Management System, with a focus on Reporting and Analysis. Through a series of installations and configurations, you build an environment that consists of Foundation Services, Reporting and Analysis, and Essbase. From there, you provide high availability, load balancing, and failover support to all the components. Next, you examine how to implement SSL.

The second half of the course focuses on user and content administration. You begin by learning how to provision users for EPM System and configure external user directories. Next, you gain some experience designing and scheduling reports with Interactive Reporting, Web Analysis, Financial Reporting, and SQR Production Reporting Studio. You learn to configure Workspace features and troubleshoot installations by using logs. Lastly, you learn to migrate Reporting and Analysis content by using Lifecycle Management.

Learn To:

• Explain Oracle's Enterprise Performance Management System
• Describe the Reporting and Analysis architecture
• Install and configure Reporting and Analysis and Essbase
• Administer user security and Reporting and Analysis content
• Troubleshoot Reporting and Analysis installations
• Migrate Reporting and Analysis content

Audience

• Administrator
• Security Administrators
• Support Engineer
• Technical Administrator
• Technical Consultant

Course Topics Product Orientation

• Oracle’s Enterprise Performance Management System
• EPM System Product Names
• Oracle Business Intelligence Suite Enterprise Edition Plus
• Reporting and Analysis Products

Reporting and Analysis Architecture

• Reporting and Analysis Architecture Benefits
• Reporting and Analysis Architecture Tiers
• Content Generation in Workspace
• Communication Between Web and Services Components
• Reporting and Analysis Framework Components
• Shared Services Architecture
• Key Administration Options in Workspace for Reporting and Analysis

Working with Installation and Configuration Tools

• Installation and Configuration Tools
• Starting EPM System Installer
• Starting EPM System Configurator
• Running EPM System Diagnostics
• Uninstalling Reporting and Analysis Components

Installing and Configuring Foundation Services

• Pre-Installation Tasks
• Installing Foundation Services Components
• Configuring Foundation Services Components
• Starting Foundation Services
• Accessing Workspace and Shared Services Console

Installing and Configuring Reporting and Analysis

• Reporting and Analysis Product Architectures
• Required Software for Reporting and Analysis
• Installing Reporting and Analysis Products
• Configuring Reporting and Analysis Products
• Verifying the Installation and Configuration

Installing and Configuring Essbase for EPM System

• Essbase Architecture
• Essbase Components
• Installing Essbase Components
• Configuring Essbase Components
• Administering Essbase in Administration Services Console
• Loading Data into Essbase Sample Applications
• Viewing Essbase Application Data in Administration Services Console
• Viewing Essbase Application Data in Microsoft Excel

Installing EPM System in Distributed Environments

• About Distributed Environments
• Requirements for Distributed Environments
• Assemblies for EPM System Tiers
• Installation and Configuration Sequence
• Considerations for Distributing Reporting and Analysis Components

Exploring WebLogic

• About WebLogic Server Domains
• Starting and Stopping WebLogic Administration Server
• Starting and Stopping WebLogic Node Manager
• Accessing WebLogic Server Administration Console
• Viewing Items in WebLogic Server Administration Console
• Starting and Stopping Managed Servers
• Finding Additional Information

Manually Deploying Web Applications

• Required Experience
• When to Manually Deploy EPM System Web Applications
• Rules for Manually Deploying EPM System Web Applications
• Steps for Manually Deploying Web Applications

Introducing High Availability, Load Balancing, and Failover

• Terminology
• Cluster Types
• Clustering and Load Balancing Options for EPM System Components
• Example Deployments
• High Availability and Failover Support for Essbase
• Replicating Reporting and Analysis Services

Scaling EPM System Web Applications

• Cluster Configuration for Automatic Deployments
• Creating and Configuring Clusters
• Cloning Managed Servers
• Horizontally Scaling EPM System Web Applications
• Vertically Scaling EPM System Web Applications

Configuring SSL for EPM Systems

• SSL Terminology
• SSL Options for EPM System
• Configuring SSL Termination at Oracle HTTP Server

Provisioning Users

• Provisioning Concepts
• Creating Application Groups
• Creating Native Users and Groups
• Deactivating and Deleting Users
• Assigning Roles to Users and Groups
• Creating and Provisioning Reports
• Setting Permissions on Items
• Best Practices for Provisioning Users

Configuring External Security Sources

• Supported User Directories
• Assessing User Directories
• Configuring User Directories
• About Single Sign-on from External Systems
• Best Practices for Ensuring Good Login Performance
• Best Practices for Configuring User Directories

Getting Started with Interactive Reporting

• Creating Interactive Reporting Documents
• Setting Up Connectivity in Workspace
• Importing Interactive Reporting Documents into Workspace
• Best Practices for Report Developers and Administrators

Getting Started with Web Analysis

• Key Concepts
• Accessing Web Analysis Studio in Workspace
• Creating Data Source Connections
• Creating Web Analysis Documents
• Exporting and Importing Web Analysis Documents and Presentations

Getting Started with Financial Reporting

• Creating Financial Reporting Database Connections in Workspace
• Creating Financial Reporting Reports
• Exporting and Importing Financial Reporting Reports
• Managing User POVs

Getting Started with SQR Production Reporting

• Configuring SQR Production Reporting Components
• Creating Simple SQR Production Reporting Jobs
• Importing SQR Production Reporting Jobs into Workspace
• Running SQR Production Reporting Jobs in Workspace
• Best Practices for Implementing SQR Production Reporting

Scheduling Jobs and Batches

• About Scheduling
• Scheduling Interactive Reporting Jobs
• Creating Custom Calendars
• Configuring Directories and Printers for Job Output
• Scheduling SQR Production Reporting Jobs
• Creating and Scheduling Financial Reporting Batches
• Managing Schedules in the Schedule Module
• Best Practices for Scheduling

Configuring Workspace Features

• Configuring Workspace Server Settings
• Managing User Preferences
• Configuring Items for Reporting and Analysis
• Configuring E-mail Notifications
• Configuring MIME Types
• Configuring Generic Jobs
• Viewing Hidden Folders in Workspace
• Enabling Usage Tracking

Configuring System Logging

• Troubleshooting Options
• About Oracle Diagnostic Logging
• Modifying Configuration Files
• Viewing Log Files
• Dynamically Setting Log Levels

Migrating Reporting and Analysis Content

• About Lifecycle Management
• Viewing Artifacts
• Completing Premigration Tasks
• Migrating Reporting and Analysis Artifacts
• Completing Postmigration Tasks

Course Objectives

• Become familiar with Oracle's Enterprise Performance Management System
• Discuss the Reporting and Analysis architecture
• Learn how to use the EPM System installation, configuration, and diagnostic tools
• Install and configure Foundation Services
• Install and configure Reporting and Analysis
• Install and configure Essbase for EPM System
• Describe how to install EPM System in distributed environments
• Explore basic features of WebLogic
• Discuss how to manually deploy EPM System Web applications
• Provide high availability, load balancing, and failover support to EPM System
• Create reports with the Reporting and Analysis tools
• Automate report distribution through scheduling in Workspace
• Configure Workspace features and system logging
• Migrate Reporting and Analysis content by using Lifecycle Management
• Explain the SSL options for EPM System
• Provision users for EPM System and configure external user directories