Configuring the farm

After creating the farm with the required web access security you must further configure the farm.

The Farm Expert opens automatically after the Service Expert wizard has finished, you have selected the Launch Farm Expert option, and you have closed the Service Expert. If the Farm Expert does not open, you can start the expert from the Windows Start menu.

  1. Select ADD CONNECTION to add the farm profile.
    You only add the connection the first time you log on.
  2. Select the Connection.farmprofile file.
    By default, the Connection.farmprofile file is saved in the users\[your account]\Documents folder.
  3. Optionally, click Options to change the user interface language and the log level.
  4. Specify the Profile Password and click OK.
  5. Select the farm name and click Connect.
  6. All dashboard plug-ins and client setups are selected, to be uploaded to the configuration database. Click Next.

    The plug-ins and clients are added to the configuration database for the farm to retrieve them.

  7. Click Yes to restart Dashboards Service workers.
    After Dashboards Service workers are restarted, the Repository and Access step is displayed to create the farm repository.
  8. Click Database and specify the user name and password.
  9. Click Validate to test the connection.
    To change the repository name, click the Schema tab. In the Database section you can change the name in the New database field.
  10. Click OK.
  11. Specify the admin password and click Next.
    This password is used to access the administration on the web.
  12. If you use IFS web authentication, specify the name of a user with an IFS account who will be the Infor EPM administrator. Click Next.
    The user is registered as an administrator. The administrator can log in to EPM Administration and add more users or groups to a farm. The administrator can also manage and administer your applications or OLAP database.
  13. To log on with basic users to an LDAP-configured farm, specify these credentials:
    User
    Basic:<user name>
    Password
    <password>
    See the "Administration" section for further LDAP configuration details.
  14. In the Standard Applications step, select which of these applications to install:
    • EPM Administration (required)
    • Office Integration
    • Self-Service (optional)
    • Samples (optional)

    You can install the Self-Service and the Samples application later.

  15. In the Staging step you create the Staging database.
    Use this database for staging data and structures before they are loaded to OLAP. The default staging database name is dEPMStaging. You can create a connection to this database later, from any application.
  16. To install the Business Modeling-based Infor EPM business applications, specify the credentials for Business Modeling database BIFarmModel in the EPM Business Applications step.
    The name of the database is a default name, which you can change.

    Click Validate to check if the credentials are correct.

  17. Click OK.
  18. Optionally, select Workforce Budgeting or Consolidation to enable the modules.
    Note: If you select the Consolidation module, create or configure the Consolidation journal database. The default name is BIFarmConsolidation.
  19. Select the Install EPM Business Applications using Business Modeling check box.
  20. Click Next to start the installation.
    You can use the Farm Expert to install the Infor EPM business applications at any time.
    Note:  To skip the installation, click Next without creating the database or selecting the installation check box.
  21. To install the Designer-based Infor EPM business applications, select the Install EPM Business Applications – Designer check box in the EPM Business Applications - Designer step.
    Note:  To skip the installation, click Next without creating the databases or selecting the installation check box.
  22. Specify the credentials for these databases:
    • Integration database: dEPMInteg.

      The Integration database provides the standard integration schema for Infor EPM business applications.

      Caution: 
      For extensions to Infor EPM integration, do not change the standard integration schema, but instead use the Staging database.
    • Changelog database: dEPMChange.

      The changelog database is used by the Infor EPM OLAP database to trace value changes by users.

    • Designer database: dEPMDesign.

    The names of the databases are default names, which you can change.

    Click Validate to check if the credentials are correct.

  23. Click OK
  24. Click Next.
  25. Optionally, in the Web Address step, copy the public URL of your farm to the clipboard and open it in any browser. To open the URL in your default browser, click Open in Browser.
Related topics
  • Configuring LDAP authentication