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Course Overview This course is designed to teach you the processes involved in installing, configuring, testing, and maintaining Financial Management. You learn about the layers in the System 9 infrastructure. Discussions include planning the installation, installing and configuring System 9 components (reporting and data integration tools), and testing and maintaining the system. Exercises provide hands-on practice installing and configuring Financial Management in a multiserver installation. Audience Support Engineer Prerequisites - Knowledge of network operating systems and server hardware technologies
- Working knowledge of relational database management systems
Skills Gained - Describe the basic infrastructure requirements for a System 9 implementation
- Install, configure, and test relevant System 9 components
- Identify the routine system maintenance tasks associated with Financial Management installations
- Describe the architecture of Financial Management
Course Outline - Financial Management Overview
- Hyperion Business Performance Management
- Financial Management Overview
- Product Components
- Workspace Overview
- Licensing Overview
- Planning the Installation
- Third-party Software Requirements
- External Authentication Options
- Hardware Requirements
- Installation Sequence
- Classroom User IDs
- Classroom Configuration
- Installing Hyperion License Server
- Licensing Overview
- Licensing Process
- License File Parameters
- Setting Up Licensing
- Running the Installation Program
- Testing the Installation
- Installing Shared Services
- Shared Services Overview
- User Management Components
- Software Requirements
- Installing Shared Services
- Configuring Shared Services
- Setting Up External Authentication
- Provisioning Users Within Shared Services
- User Provisioning Overview
- Shared Services Global Roles
- Locating Users from an External Authentication Provider
- Provisioning Shared Services Administrators
- Creating Projects
- Installing BI+
- BI+ Architecture
- Workspace Overview
- BI+ Prerequisites
- Installing BI+
- Configuring BI+
- Configuration Overview
- Running the Hyperion Configuration Utility
- Configuring Workspace
- Configuring Financial Reporting
- Configuring Web Analysis
- Installing Financial Management and BPM Architect
- Financial Management Architecture
- BPM Architect Overview
- Financial Management Prerequisites
- Installing Financial Management on the Application Server
- Installing Smart View
- Verifying DCOM Settings on the Client
- Configuring Financial Management and BPM Architect
- Configuration Overview
- Running the Hyperion Configuration Utility
- Configuring BPM Architect
- Configuring Financial Management
- Testing the Financial Management Installation
- Creating Financial Management Applications
- Loading Metadata, Member Lists, Rules, and Data
- Viewing Applications
- Managing Metadata Through BPM Architect
- Testing E-mail Functionality
- Testing Reporting Tools
- Creating a Financial Report in the Report Design Studio
- Viewing a Financial Report through Workspace
- Viewing Web Analysis Reports in Workspace
- Opening Financial Reports in Smart View
- Opening Web Analysis Reports in Smart View
- Performing System Backups and Managing Log Files
- Backing Up and Restoring the HFM Relational Database
- Backing Up and Restoring the OpenLDAP Database
- Viewing and Archiving Error Logs
- Viewing and Clearing Audit Tables
- Monitoring System Performance
- Viewing Web Performance Logs and Timing Comparison Charts
- Determining Server Memory and Processor Percentage Utilization
- Changing Heap Allocation Size
- Opening Firewall Ports for DCOM, RMI, and Database Traffic
- Installing and Configuring Hyperion FDM
- Installing Hyperion FDM
- Configuring Hyperion FDM
- Installing the Financial Management Adaptor
- Creating Hyperion FDM Applications
- Linking Hyperion FDM Applications to HFM
Follow On Courses - Hyperion Financial Management: Create Rules
- Hyperion Financial Management 9.3: Create & Manage Applications
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