Skip to content

Post-Installation

This section covers post-installation verification, initial configuration, and validation steps to ensure EPMware is properly installed and operational.

Overview

After completing the EPMware installation, perform these verification and configuration steps to ensure the system is ready for production use.

Installation Verification

Component Checklist

Verify all components are installed and running:

  • [ ] Oracle Database running
  • [ ] EPMware schema created
  • [ ] Tomcat Apache running
  • [ ] EPMware application deployed
  • [ ] Agents installed and connected
  • [ ] Target applications configured
  • [ ] Email configuration tested
  • [ ] Security settings applied

Service Status Verification

Linux Services

# Check database
sudo systemctl status oracle

# Check Tomcat
sudo systemctl status tomcat

# Check agent
sudo systemctl status epmware-agent

# Check all EPMware services
systemctl list-units | grep epmware

Windows Services

:: Check services
sc query OracleServiceORCL
sc query EPMware
sc query "EPMware Agent"

:: View all services
services.msc

Database Connectivity

Test Database Connection

# Test with sqlplus
sqlplus ew/password@EPMWARE

SQL> SELECT COUNT(*) FROM user_tables;
SQL> SELECT * FROM ew_system_params;
SQL> exit;

Verify Database Objects

-- Check object counts
SELECT object_type, COUNT(*) as count
FROM user_objects
WHERE status = 'VALID'
GROUP BY object_type
ORDER BY object_type;

-- Verify core tables exist
SELECT table_name 
FROM user_tables 
WHERE table_name LIKE 'EW_%'
ORDER BY table_name;

Application Startup

Verify Application Deployment

# Check deployment
ls -la /opt/tomcat/webapps/epmware/

# Check logs for errors
grep ERROR /opt/tomcat/logs/catalina.out
tail -f /opt/tomcat/logs/epmware.log

Access Application

  1. Open web browser
  2. Navigate to: http://server:8080/epmware
  3. Verify login page appears
  4. Check for SSL if configured: https://server:8443/epmware

Initial Login

Default Credentials

Login with default administrator account:

  • Username: admin
  • Password: admin123

Security Alert

Change the default password immediately after first login!

Change Admin Password

  1. Login as admin
  2. Navigate to User Profile
  3. Click Change Password
  4. Enter new password meeting complexity requirements:
  5. Minimum 8 characters
  6. Uppercase and lowercase letters
  7. Numbers and special characters
  8. Confirm password change
  9. Log out and log back in

Admin Setup

Create Additional Administrators

  1. Navigate to Configuration → Users
  2. Click Add User
  3. Enter user details:
  4. Username
  5. Email address
  6. Full name
  7. Role: Administrator
  8. Set temporary password
  9. Save user

Configure Admin Email

  1. Navigate to Configuration → Misc → Global
  2. Set Admin Email Address
  3. Configure email alerts
  4. Save settings

First-Time Configuration

System Parameters

Configure essential system parameters:

  1. Navigate to Configuration → System
  2. Set parameters:
  3. System Name
  4. Environment (DEV/TEST/PROD)
  5. Base URL
  6. Timezone
  7. Date format
  8. Save configuration

License Installation

If license required:

  1. Navigate to Configuration → License
  2. Click Import License
  3. Select license file
  4. Verify license details
  5. Apply license

Agent Communication

Verify Agent Connectivity

  1. Navigate to Configuration → Agents
  2. Check agent status:
  3. Green: Connected
  4. Red: Disconnected
  5. Yellow: Warning
  6. View agent details
  7. Test agent communication

Test Agent Deployment

Create test deployment:

  1. Navigate to Deployment → Test
  2. Select agent
  3. Create simple test task
  4. Execute deployment
  5. Verify successful completion

Test Deployment

Create Test Metadata

  1. Navigate to Metadata → Dimensions
  2. Create test dimension
  3. Add test members
  4. Save metadata

Deploy Test Metadata

  1. Navigate to Deployment → Deploy
  2. Select test metadata
  3. Choose target application
  4. Execute deployment
  5. Verify in target application

Performance Baseline

Establish Performance Metrics

Document initial performance metrics:

# System resources
free -h
df -h
top -b -n 1

# Database performance
sqlplus ew/password@EPMWARE
SQL> SELECT * FROM v$sysstat WHERE name LIKE '%physical%';

# Application metrics
curl http://localhost:8080/epmware/metrics

Create Performance Report

Metric Value Acceptable Range
CPU Usage 15% < 70%
Memory Usage 4GB < 80% available
Disk Usage 20GB < 80% capacity
Database Connections 10 < 40
Response Time 200ms < 1000ms

Backup Configuration

Initial Backup

Create initial system backup:

# Database backup
expdp ew/password@EPMWARE directory=DATA_PUMP dumpfile=ew_initial.dmp

# Application backup
tar -czvf epmware_initial.tar.gz /opt/tomcat/webapps/epmware/

# Configuration backup
tar -czvf epmware_config.tar.gz /opt/epmware/config/

Configure Automated Backups

  1. Navigate to Configuration → Backup
  2. Enable automated backup
  3. Set backup schedule
  4. Configure retention policy
  5. Test backup process

Security Hardening

Apply Security Settings

  1. Disable Unnecessary Ports

    # Check open ports
    netstat -tuln
    
    # Configure firewall
    sudo firewall-cmd --permanent --add-port=8080/tcp
    sudo firewall-cmd --reload
    

  2. Enable SSL/HTTPS

  3. Configure SSL certificate
  4. Force HTTPS redirect
  5. Update application URLs

  6. Configure Session Security

  7. Set session timeout
  8. Enable secure cookies
  9. Configure CSRF protection

Security Audit

Perform initial security audit:

  • [ ] Default passwords changed
  • [ ] Unnecessary services disabled
  • [ ] Firewall rules configured
  • [ ] SSL certificates valid
  • [ ] Audit logging enabled
  • [ ] User permissions reviewed

Integration Testing

Test Email Integration

  1. Navigate to Configuration → Email Test
  2. Send test email
  3. Verify receipt
  4. Check spam folders

Test LDAP/AD Integration

If configured:

  1. Navigate to Configuration → LDAP Test
  2. Enter test username
  3. Verify authentication
  4. Check group membership

Test Target Applications

For each target application:

  1. Test connection
  2. Import metadata
  3. Deploy test changes
  4. Verify in target system

Documentation

Document Configuration

Create documentation of:

  • System architecture diagram
  • Network topology
  • Server specifications
  • Database configuration
  • Application settings
  • Integration points
  • Service accounts
  • Backup procedures

Create Runbook

Document operational procedures:

  1. Startup procedures
  2. Shutdown procedures
  3. Backup and recovery
  4. Monitoring checks
  5. Troubleshooting steps
  6. Escalation contacts

User Training

Administrator Training

Train administrators on:

  • System administration
  • User management
  • Security configuration
  • Backup and recovery
  • Monitoring and alerts
  • Troubleshooting

End User Training

Train end users on:

  • Login procedures
  • Navigation
  • Metadata requests
  • Workflow approval
  • Reports and queries

Monitoring Setup

Configure Monitoring

Set up monitoring for:

# System Monitoring
monitor.cpu.enabled=true
monitor.memory.enabled=true
monitor.disk.enabled=true
monitor.network.enabled=true

# Application Monitoring
monitor.response.time=true
monitor.error.rate=true
monitor.user.sessions=true
monitor.database.connections=true

Set Alert Thresholds

Configure alert thresholds:

Metric Warning Critical
CPU Usage 70% 90%
Memory Usage 80% 95%
Disk Usage 70% 85%
Response Time 2s 5s
Error Rate 1% 5%

Performance Tuning

Initial Tuning

Apply initial performance optimizations:

  1. Database Tuning

    -- Gather statistics
    EXEC DBMS_STATS.GATHER_SCHEMA_STATS('EW');
    
    -- Check for missing indexes
    SELECT * FROM user_indexes WHERE status = 'UNUSABLE';
    

  2. Application Tuning

  3. Adjust heap size
  4. Configure connection pools
  5. Enable caching

  6. System Tuning

  7. Optimize kernel parameters
  8. Configure swap space
  9. Adjust file limits

Validation Checklist

System Validation

  • [ ] All services running
  • [ ] Database accessible
  • [ ] Application responsive
  • [ ] Agents connected
  • [ ] Email working
  • [ ] LDAP/AD integrated
  • [ ] Target applications connected
  • [ ] Backups configured
  • [ ] Monitoring active
  • [ ] Documentation complete

Functional Validation

  • [ ] User login successful
  • [ ] Metadata import working
  • [ ] Workflow functioning
  • [ ] Deployment successful
  • [ ] Reports generating
  • [ ] Audit trail recording

Sign-Off

Acceptance Criteria

Verify acceptance criteria met:

  1. System installed per specifications
  2. All components operational
  3. Performance acceptable
  4. Security configured
  5. Documentation complete
  6. Training delivered
  7. Support contacts established

Formal Sign-Off

Obtain sign-off from:

  • [ ] System Administrator
  • [ ] Database Administrator
  • [ ] Security Team
  • [ ] Business Owner
  • [ ] End User Representative

Transition to Production

Production Readiness

Ensure production readiness:

  1. Change management approved
  2. Rollback plan documented
  3. Support team trained
  4. Monitoring configured
  5. Backup verified
  6. DR plan tested

Go-Live Checklist

  • [ ] Production backup taken
  • [ ] Maintenance window scheduled
  • [ ] Stakeholders notified
  • [ ] Support team ready
  • [ ] Rollback plan ready
  • [ ] Success criteria defined

Support Information

EPMware Support

  • Email: support@epmware.com
  • Phone: 408-614-0442
  • Portal: support.epmware.com
  • Documentation: docs.epmware.com

Internal Support

Document internal support:

  • Primary Contact: [Name]
  • Backup Contact: [Name]
  • Escalation Path: [Define]
  • On-call Schedule: [Define]

Next Steps

After post-installation verification:

  1. Schedule regular maintenance
  2. Plan capacity review
  3. Implement monitoring
  4. Document procedures
  5. Train additional staff

© 2025 EPMware, Inc. All rights reserved.