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Configuration

This section covers the initial configuration steps for setting up your EPMware application, including adding target application servers and creating your first application.

Add Target Application Server

The first step in configuring EPMware is to add your target application server. This establishes the connection between EPMware and your EPM systems.

Steps to Add Server

  1. Navigate to Configuration → Infrastructure → Servers
  2. Click the Add Server button
  3. Enter the server configuration details

Add Server

Server configuration dialog

Server Configuration Fields

Field Description Required
Server Name Unique identifier for the server Yes
Server Type Type of EPM application (e.g., Planning, Essbase) Yes
Server URL Full URL including protocol and port Yes
Username Administrative user for the target system Yes
Password Password for the administrative user Yes
Identity Key Indentity Key No

Username Case Sensitivity

The username field is case-sensitive. Ensure you enter it exactly as configured in your target system.

Test Connection

After entering the server details:

  1. Click Test Connection to verify connectivity
  2. Review any error messages
  3. Save the configuration once the test is successful

Create EPMware Application

After adding the target server, create your EPMware application.

Application Creation Steps

  1. Navigate to Configuration → Application → Configure
  2. Click the Add Application button Add Icon
  3. Input the application properties
  4. Click Save
  5. Select the Properties Tab and select the new Application from the drop down
  6. Update the Properties as required
  7. Select the Configuration Tab and click Import
  8. Choose Manual Import or Auto Import

Create Application

Application creation dialog

Import Progress

During import:

  • Progress bar shows completion status
  • Log displays current operations
  • Errors are highlighted in red
  • Warnings appear in yellow

Import Best Practices

  • Review import logs for any warnings
  • Verify imported data before proceeding

Troubleshooting

Common Configuration Issues

Server Connection Fails

  • Verify network connectivity
  • Check firewall rules
  • Confirm server URL format
  • Validate credentials

Application Creation Errors

  • Ensure unique application name
  • Check for special characters
  • Verify server selection
  • Review error logs

Import Failures

  • Check source system availability
  • Verify user permissions

Next Steps

After completing the configuration:

  1. Proceed to Security to update admin credentials
  2. Configure Global Settings
  3. Start required Services