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In order to make the most of you and your implementation teams’ time, in preparation for your new EPM System installation here is a quick list of the most common items, we have found are commonly overlooked. This is specific to a Windows 2008 and Windows 2008 R2 EPM installation:

  1. Download ALL 7 of the EPM System packages, from the Oracle E-Delivery cloud (, for your specific operating system. Other products, such as ODI, DRM and EAL, have standalone installers that require separate download and installation
  2. Download the EPM System Client Installers package for 32 and/or 64 bit operating systems, depending on the mix of bitness in your user community’s operations systems. These are standalone installers for a majority of the EPM products that have ‘thick clients’. Note that FDM Workbench and IR Workbench still require you to use the main EPM System installer. In these cases you will need to ensure you have the 32 and/or 64 bit complete EPM System packages downloaded.
  3. Create a domain account and assign that account as part of the Administrators group on all servers in your environment(s)
  4. Synchronize Time across all servers in the environment
  5. Disable UAC
  6. Disable Windows DEP
  7. Enable group policy “Do not forcefully unload the user registry at user logoff”
  8. Assign the local policies – Act as part of the operating system, Bypass traverse checking, Logon as a batch job, and Logon as a service
  9. Install the Application Server and IIS Web Server roles on all servers that will host the following products: FDM, EPMA, DRM and HFM. If you choose to integrate DRM with Hyperion Shared Services for external authentication purposes, you must install IIS on the Shared Services server and lay down the DRM installation on that server. When you install IIS, be sure to include the Management Tools and IIS 6 Management Compatibility. Most importantly be sure to enable
  10. If you plan to use Oracle database as your RDBMS, be sure to install the full Administrator Oracle client on the machines that will host the following products: FDM, EPMA, and HFM. If you are installing on a 64 bit operating system (and we hope you are), use the 64 bit Oracle client. If you are installing FDM on a 64 bit operating system, you must install the 32 bit Oracle client as FDM does not support the 64 bit client. If you plan to host EPMA and/or HFM on the same server(s) with FDM, you must install BOTH the 32 bit and 64 bit Oracle clients. Copy your tnsnames.ora file to the ..\network\admin folder under your Oracle client(s) directory.


Following these simple steps will save you time, frustration, and most of all money! Make life easier on yourself and your implementer, be proactive and you should have a smooth implementation!
Author Larry Lapp