finit solutions epma_hfm_managingmetadata_201403
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www.finitsolutions.com
Getting the Most out of EPM:HFM: Managing Metadata: EPMA versus Classic
March 21, 2014Greg Barrett (gbarrett@finitsolutions.com)
Christine Ong-Estrada (cong-estrada@finitsolutions.com)
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Finit Overview
About Finit– In business over 11 years: Company
founded in July 2002.
– 60+ employees in 20+ states (mostly East Coast, South, and Midwest)
– 80+ HFM Clients
– Recognized as the Market Leader in ARM/FCM
– Recognized as the World Leader in FDM Project Work and FDM Customizations
– 50+ Planning / Essbase Clients
– Finit has managed many of the largest EPM projects in the U.S.
– Our employees are generally CPA’s, MBA’s, and have extensive Product and Financial Reporting Backgrounds
Implementation Services– Full cycle implementations
– Infrastructure and Data Services
– Project / Program Management
– Product Upgrades
– Redesign / Enhancements
Dedicated Support – Finit Answers– Access to Hyperion SME’s (Dedicated support team
and guaranteed response times)
– Customer Service Focus
– Flexible Time and Material support packages with a ‘Pay as you Go’ option
– Technical and Admin / Functional Support
– Contact Greg Barrett (gbarrett@finitsolutions.com) for info
www.finitsolutions.com
Finit Solutions Introduction
Finit as a company: Who we are….Why? How?
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We believe in making and delivering personalized financial reporting solutions and experiences for others.
Making Solutions with Personalized Experiences
We value craftsmanship, authenticity and solution making
We believe in listening, questioning and analyzing the issues and wishes of those we work with.
We look to build relationships, not as company to company but person to person.
We are honestly aligned to the cause of those we work with.
We are Makers and Doers who roll up their sleeves and dig in.
WHY is Finit Here?
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Running Finit like a FamilyFinit has no debt or external owners.
This lets us keep focused on the customer in all cases as Finit’s goal is not to maximize profit but maximize the value we add to clients.
All owners are involved in the business.
We do not use contractors, employees only.
Finit’s compensation model is based upon client satisfaction with consultant’s work, not utilization / chargeability.
HOW do we achieve our beliefs?
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Below are Finit’s core values
These are the same values we ask you to provide consultant feedback on
Finit Values
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Our values, culture and approach to becoming a trusted advisor to clients has led to 100%
customer success for every Finit client (200+ and counting) and for every Oracle Hyperion
project (over 350+ and counting).
Finit’s Client Service
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•
Some Finit Clients
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About the Presenter
Christine Ong-Estrada
(cong-estrada@finitsolutions.com)
• Former Enterprise and HFM administrator
• More than 10 years of Hyperion products experience
• HFM, FDM, EPMA, LCM, Financial Reporting
• HFM Project Lead
• 10 years of HFM build and implementation experience
• Worked on mostly Fortune 500 HFM Builds
• Based in Austin, TX
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Introduction to EPMA Metadata Management
EPMA versus Classic Comparison
Pros an Cons of each tool
Transforming Classic to EPMA
Synchronizing Metadata with LCM
Q and A
Agenda
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Enterprise Performance Management Architect
Feature of Foundation Services
Integrates with: HFM
Planning
Essbase
Profitability and Cost Management
Data Relationship Management
Enables administrators to create, manage, and deploy Hyperion applications within one interface.
Consists of different modules
What is EPMA?
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A centralized location to manage dimensions and dimension properties.
Used to:
Create dimension import profiles
Add, delete, and modify dimension members in the Shared Library or directly in applications
Modify dimension and member properties in the Shared Library or directly in applications
Dimension Library
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A summary of applications that have been created and/or deployed.
Used to:
Create and manage applications in one centralized location
Deploy applications
Migrate applications to different servers within the same environment
Diagnositcs
Compare (to Shared Library or to Deployed Application)
Duplicate Application (EPMA and Deployed Application)
Application Library
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Data Synchronization Enables data synchronization between or within Hyperion applications.
Create data mappings for reuse.
Create flat file and interface table mappings to import data into Hyperion applications.
Calculation Manager Enables you to create, validate, and deploy business rules and business rule sets.
Transform Classic to EPM Architect Enables transformations of applications managed in Classic Financial Management to EPMA.
Library Job Console Provides a summary, including status, of Dimension Library and application processes (including
imports, deployments, and data synchronizations).
Configure Interface Data Sources For use of interface table to import metadata
Other Modules
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EPMA
Creating an HFM Application
Application Library >
< Auto Create Local Dimensions
Define Customs >
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EPMA
Creating an HFM Application
Populate Calendar Dimensions >
Set Up Rate Accounts >
Define Application Settings >
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Dimensions
Note: EPMA application is not the same as HFM application
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Classic Desktop Client (Metadata Manager)
Excel Macros / Text Files (.app or xml)
EPMA Desktop Client (Metadata Manager)
EPMA File Generator
Dimension Library
LCM (.lcmext, ads)
Excel Macros / Text Files (.ads)
Managing Metadata
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Methods of Loading Metadata
Classic
Desktop Client
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Methods of Loading Metadata
Classic
Web Client
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Methods of Loading Metadata
EPMA
Dimension Library Shared Services
- Import Profile - LifeCycle Management (LCM)
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Sharing Metadata
EPMA CLASSIC
Shared Library Extract and Load to another App
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Comparing Metadata
EPMA CLASSIC
Compare to Shared Library or Deployed Application
Text editor to compare extracts
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Logging – Metadata Changes
EPMA CLASSIC
Transaction Log No equivalent
Transaction log of metadata changes are downloaded in excel format.
Logs time, date, username, type of changes made in the dimension library.
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Logging – Process
EPMA CLASSIC
Job Console No equivalent
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Renaming Members
EPMA CLASSIC
Retains data Extract data - rename member – edit extracted data file – reload data file
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Exclude Members
EPMA CLASSIC
Can exclude member/s from Shared Library and deploy application
Delete member
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Reordering Children
EPMA CLASSIC
Sort Members (Ascending/Descending)Cut and PasteReorder Children
Drag and DropCut and pasteManually move up and down (arrows)
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Default Parent
EPMA CLASSIC
Automatically Updated – no need to specify
Specify default parent or leave blank when member is moved
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Copy Application
EPMA CLASSIC
Duplicate Application (copy EPMA application) – Application Library (Admin)Duplicate Application as Deployed –Application Library (Admin)Copy App Utility (IT)
Copy App Utility (IT)
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Metadata File Back-up
EPMA CLASSIC
Use LCMEPMA File Generator- Will need to set up automated back up process. (IT)
Save app or xml file in local or network drive
Extract full application text file
(.ads)
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Diagnostics
EPMA CLASSIC
Tests common issues with EPMA application or process state
No equivalent
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Transforming Classic to EPMA
Copy Classic Application
Basic Transformation Steps
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Transforming Classic to EPMA
Register Application with Shared Services
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Transforming Classic to EPMA
Provision user as Application Administrator
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Transforming Classic to EPMA
Transform Classic to EPM Architect
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Lifecycle Management• LCM provides a consistent way to migrate an application, a
repository, or individual artifacts between applications or across environments.
• Lifecycle Management enables users to export artifacts to the file system, edit them, and then re-import them.
• Tasks can be automated via integration with work flows.
• Integrated applications: HFM, Essbase (ASO & BSO), Planning
• Not currently integrated: DRM, EIS, FDM, HSFM
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Lifecycle ManagementDestination: File System
LCM
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HFM ArtifactsDestination : HFM application or File System
LCM
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Lifecycle ManagementSave as same file format before Importing after Edit.
Shared Services = .csv
EPMA artifact - .lcmext
LCM
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ADS Export Format
Can be re-imported
Can be used in an existing import profile
Can be used to create a new import profile
Can be used with shared and local libraries
LCM – ADS Format
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Copy contents to Excel
Text to Columns
Add Formula
Copy contents to Text
LCM – Editing in Excel
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Questions?
Email us for a
copy of the slides or
link to the recording.
Thank you for attending!
- > Christine Ong-Estrada
(cong-estrada@finitsolutions.com)
- > Insights@finitsolutions.com
- > General Questions Greg Barrett
(gbarrett@finitsolutions.com)
Joe Mizerk (jmizerk@finitsolutions.com)
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