3. Before You Start

3.1 What You Need

Prepare the files required by the module you want to run. Common input types include:

• Oracle EPM snapshot ZIP files.
• Oracle EPM Base URL, username, and password if using Oracle EPM Pull.
• OneStream export packages or XML files where supported.
• CSV source and target files.
• Excel grid files.
• EPM Vitals configuration workbooks.
• Metadata packages.
• Previously initialized Application Profiles.

3.2 Recommended First-Time Setup

1. Start EPM Vitals from the local application launcher.
2. Open Tools > License Activation and confirm the license status.
3. If needed, generate a machine request file and complete offline activation.
4. Prepare a sanitized sample set for learning the workflow.
5. Initialize an Application Profile before using profile-assisted features.
6. Use Run History to find outputs after each module run.

3.3 File Handling Guidelines

Keep a clean local folder structure for each client, project, or test case. Recommended folders:

• input: raw or sanitized source files.
• config: configuration workbooks.
• output: exported results from EPM Vitals.
• evidence: screenshots, run summaries, and reviewed workbooks.

Avoid mixing production exports and test samples in the same folder. Use clear file names that include the project stage, module, and date.