Getting Started

This section provides an introduction to EPMware and guides you through the initial preparation steps for installation.

Introduction

EPMware is a comprehensive master data management and workflow solution designed to streamline metadata management across your Oracle EPM landscape. By centralizing metadata requests and automating deployment processes, EPMware ensures consistency and control while reducing manual effort and errors.

Core Capabilities

Master Data Management - Centralized metadata repository - Standardization and rationalization of metadata - Shared dimensions across applications - Version control and change tracking

Workflow Automation - Configurable approval workflows - Rule-based validations - Exception handling - Email notifications at all stages - Custom functions and scripting

Application Integration - Seamless integration with Hyperion EPMA - Direct deployment to Classic HFM - Classic Essbase support - Classic Planning automation - Cloud application support (PCMCS/EPBCS)

Monitoring & Audit - Real-time dashboard - Graphical workflow visualization - Complete audit trail - Deployment metrics - Performance monitoring

Purpose

The purpose of this installation guide is to provide comprehensive instructions for installing and configuring EPMware on-premise components:

Oracle Database setup and configuration
Prerequisite software installation
EPMware database objects deployment
Application server configuration
EPMware on-premise agent installation
Target application integration

This guide is intended for: - System administrators - Database administrators - EPM application administrators - IT infrastructure teams

Prerequisites Overview

Before beginning the EPMware installation, ensure you have completed the following prerequisite tasks:

Software Prerequisites

Oracle Database
Version 11.x or later (Standard or Enterprise Edition)
Database must be installed and running
SYS user access required
Java Runtime Environment
Java 1.8.x or higher
JAVA_HOME environment variable configured
Java added to system PATH
Jython
Latest version from www.jython.org
Jython bin folder added to system PATH
On Windows: added as system environment variable
Tomcat Apache
Version 8.0.44 or higher
Will be installed as part of this guide

Access Requirements

Database Access
SYS user credentials
Ability to create tablespaces and schemas
Grant privileges capability
Server Access
Administrator/root access to application server
Ability to install software
Modify system environment variables
Create Windows services (for Windows installations)
Network Access
Connectivity between application server and database
Access to target EPM applications
Firewall rules configured for required ports

Target Application Requirements

If integrating with Oracle EPM applications, ensure:

Target applications are installed and operational
Administrative credentials available
LCM Administrator role (for Planning applications)
Network connectivity established

Installation Checklist

Use this checklist to track your installation progress:

Pre-Installation

[ ] Review system requirements
[ ] Verify hardware specifications meet minimums
[ ] Confirm supported operating system version
[ ] Check available disk space
[ ] Document network topology
[ ] Obtain necessary licenses

Database Preparation

[ ] Oracle database installed
[ ] Database running and accessible
[ ] SYS user credentials available
[ ] Backup existing databases (if applicable)
[ ] Plan tablespace sizing
[ ] Determine tablespace locations

Software Dependencies

[ ] Java 1.8+ installed
[ ] JAVA_HOME configured
[ ] Jython installed
[ ] Jython in system PATH
[ ] Download Tomcat Apache 8.0.44+
[ ] Download EPMware installation files

Target Applications

[ ] List all target EPM applications
[ ] Verify application versions are supported
[ ] Obtain administrative credentials
[ ] Test connectivity to each application
[ ] Document application URLs/connection details

Installation Files

[ ] EPMware WAR file (epmware.war)
[ ] Database installation scripts (ew_db_install.zip)
[ ] EPMware agent installation files
[ ] License file (if applicable)

Documentation

[ ] This installation guide
[ ] Target application documentation
[ ] Network diagram
[ ] Credential list (secured)
[ ] Support contact information

Installation Sequence

Follow this recommended sequence for installation:

Database Setup
Create tablespaces
Create schema
Grant privileges
Install database objects
Application Server
Install prerequisite software
Install and configure Tomcat
Configure memory settings
Set environment variables
EPMware Application
Deploy WAR file
Configure JDBC connections
Set application properties
Configure email settings
Windows Components (if applicable)
Install Cygwin
Register Windows services
Target Applications
Configure each target application
Generate password files (Planning)
Set up reg.properties (HFM)
Install EPMAutomate (Cloud)
Agent Installation
Deploy agents to required servers
Configure agent properties
Test agent connectivity
Verification
Test database connectivity
Verify application startup
Validate target connections
Perform test deployment

Best Practices

Always backup existing systems before installation
Document all configuration changes
Test in a non-production environment first
Keep installation logs for troubleshooting
Follow your organization's change management procedures

Next Steps

Once you have reviewed this getting started section and completed the prerequisites:

Review the System Requirements in detail
Begin with Database Installation
Follow the installation sequence outlined above
Refer to Troubleshooting if you encounter issues

Support

If you need assistance during installation, contact EPMware Support: - Email: support@epmware.com - Phone: 408-614-0442