Initial tasks

Implementations of Infor EPM vary but, for all, there are initial tasks that are likely to be required. This topic provides a broad overview of those tasks.

For any implementation, you might find it useful to contact your local ICS or partner consultant team.

Before you begin

This table shows the documents and assessments that are recommended for all implementations:

Completed	Task	Description
❑	A list of system users, their IDs, and their Infor EPM roles.	See Application roles.
❑	A written assessment of which of the optional dimensions are to be activated.	The optional dimensions include segments and organizations.
❑	Consider which structures, such as your chart of accounts, entities, or organizations to import from source systems via the EPM Integration database, and which to upload from files. For uploads from files, prepare spreadsheets containing, at a minimum, the mandatory properties of the business objects. Typically, these are at least the names and IDs of the business object records. Use the templates that are provided in Business Modeling for uploading structures.	See Relational modeling, Importing records from the integration database, and Uploading records from a file.
❑	A written assessment of the combination of entity and organizations that are required.
❑	A written assessment of the combinations of entity and segments that are required.
❑	An analysis of your chart of accounts to determine which financial planning steps are required.
❑	A determination of your requirements for loading your actuals data.

Tasks in EPM Administration

Sign in to EPM Administration and perform these tasks:

Completed	Task	Description
❑	Register the users.	We recommend that you assign users to the standard roles. Standard roles
❑	Review the shipped roles and determine which you need for the modules that you will implement.	See Application roles.
❑	Download clients and profiles.	As a site administrator, you share the executables and associated profiles with the users who, for example, develop reports.
❑	Configure data sources for relational modeling.	Create connections to the Infor Data Lake and to the Staging database.
❑	Add Self-Service to your tenant.	See Adding Self-Service to your tenant.

Tasks in Infor EPM business applications

The business applications are delivered without any demo data, tasks, or users. The OLAP database is empty, except for the TABACC cube. The business object tables of the business model are also empty.

Sign in to Infor EPM and perform these tasks:

Completed	Task	Description
❑	For structures that you import from a source system, use relational modeling to import from the EPM Integration database. For structures that you upload from files, navigate to Business Modeling and, for each business object, import the records from the appropriate spreadsheet.	See Relational modeling, Importing records from the integration database, and Uploading records from a file.
❑	Publish your business model.	See Publishing a model.
❑	Navigate to the application menu and activate the required modules, such as Workforce Budgeting.	See Activating modules.
❑	Navigate to the Business Objects Configuration page in Business Modeling and activate segments and analysis dimensions	See Adding records to a model
❑	Create a configuration set within Configuration Set Definition. Activate the configuration set and your initial budget version.	See Defining configuration sets.
❑	Create your financial planning steps.	See Creating financial planning steps.
❑	Navigate to the workbook wizard and review which of the shipped finance workbooks you need for your data requirements.	See Workbook Wizard.
❑	Navigate to workflow configuration and assign the financial planning steps to users or groups.	See Configuring a planning workflow.
❑	Test your configuration.