oracle epm integration - oatug
Post on 25-Oct-2021
23 Views
Preview:
TRANSCRIPT
Oracle EPM IntegrationEPM, ERP, Cloud and On-Premises: All options explained
2
Mike Casey, Oracle EPM Product ManagementCollaborate 18Session 10547Jasmine DApril 25, 2:30-3:30
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Confidential – Oracle Internal 3
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Agenda
Integration Overview
Data Management
Use Cases
Roadmap, EPMAutomate and Scripting
Demos
Q&A
1
2
3
4
Confidential – Oracle Internal 4
5
6
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 5
Integration Overview
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 6
Cloud and Hybrid Integration Overview
Oracle EBS, PeopleSoft, JDE, Fusion
APPs, SAP R/3
File Excel
Other Systems
Data WarehouseData Mart
EPM Cloud
As customers incrementally migrate to the cloud, integration between on-premise, EPM Cloud and other branded cloud services becomes critical
Oracle and Non-Oracle
Cloud
How do you implement the arrows?
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Hybrid Implementation Support
• Financial Data Quality Management, Enterprise Edition (FDMEE)
– Recommended approach for Hybrid Integration
• Easily integrate cloud and on-premise applications
• Virtually any source or target
• Lift and shift your on-premise Planning apps to the cloud
Oracle Confidential
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Data ManagementFDMEE in the Cloud
Confidential – Oracle Internal 8
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Flat file or directly from Oracle GL Cloud• Included in all cloud services except EPRCS
• Any format• Delimited, fixed width, multi-column, text, etc.
• Map data to transform from source
• Robust features provided to manage the data loading workflow process
• Drill-through to source possible if HTTP:// landing page available
• Log files available from Process Details to investigate issues or “Provide Feedback”
Integration using Data ManagementTransform and load from any source
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Utilize data outside of EPM Cloud applications
• Easy setup in Data Management• Use custom application as target
• Filter and save as delimited file
• Extracted to Data Management outbox
• Download by hand or with EPMAutomate
• Customize to provide additional dimensionality beyond EPM
Integration using Data ManagementFilter and Extract Data
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Data not in target specific format
• Manage process with workflow, audit and controls
• Drill-through to source
• Prototype with native loading, then transition to Data Management as complexity increases
Integration using Data ManagementPreferred Use Case
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Command line access for EPM Cloud applications
• Available for Windows and Linux
• Easily schedule .bat or .sh files
• Integrate with other scripts for end-to-end processes
• See documentation for full list of commands
Automating the Data Integration ProcessUsing EPMAutomate
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 13
Use Cases
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Specific format for each EPM cloud service
• Import/Export Data and Metadata
• Execute manually, schedule with UI or EPMAutomate/REST
• Drill-through not supported
Native Cloud Data LoadingProvided by each EPM Cloud Service
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Register EPM Cloud application in FDMEE
• Looks and acts like on-prem application
• Drill-through from cloud natively supported
• 2-Way integration for PBCS, EPBCS and FCCS
• Extract from TRCS, ARCS and journals from FCCS on roadmap
• Use scripting to extend to other services as needed
• Important tool to facilitate incremental move to cloud
On-Premise to EPM CloudUsing On-Premise FDMEE
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Flat file or Oracle GL Cloud, HCM Cloud or Netsuite• Included in all cloud services except EPRCS
• Any format• Delimited, fixed width, multi-column, text, etc.
• Map data to transform from source
• Robust features provided to manage the data loading workflow process
• Drill-through to source possible if HTTP:// landing page available
• Use log files available from Process Details to investigate issues
Integration using Data ManagementTransform and load from any source
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Synch data between EPM Cloud service instances
• Supported sources – PBCS, EPBCS, FCCS, PCMCS, TRCS
• Journals from FCCS and balances from ARCS not supported
• Setup consistent with loading from a file
• Pick source, target, mapping, data load rule
• Drill available to Data Management
• Direct page links for PBCS and EPBCS
• Form or Dashboard with POV
Cloud to CloudUsing Data Management
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• User/Password and WSDL for connection setup
• Includes GL Balances and Budgetary Control
• Write back as budgets or to Budgetary Control
• Drill-through automatically configured
• Oracle GL Cloud also available in Hybrid mode with FDMEE
Oracle GL Cloud to EPMPre-built Integration
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Integration with Oracle GL Cloud
• Extract from Oracle GL Cloud and load to any EPM Cloud application
• Write-back to Oracle GL Cloud– Budgets and Budgetary Control
– Actuals (future)
• Drill-through from EPM Cloud to Oracle GL Cloud
• Note: Metadata loading via native app feature only. On roadmap for Data Management
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Predefined content for EPBCS – Workforce Planning
• Standard HCM Extract• Each person/resource in HCM
• Customize as needed
• Pre-built mapping in Data Management
• Data only – user responsible for metadata
• Supports WFP and SWFP
• Customize pre-built integration if needed
• Framework for custom user defined HCM extracts
• Available now!
Oracle HCM Cloud to EPMPre-built Integration
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Netsuite “Saved Search” available as integration source
• Any saved search - GL, AR, AP, etc.
• Production and sandbox environments
• Available for PBCS/EPCS with Data Management
• Available now
• Apply Netsuite PBCS bundle
• Other EPM services available soon
Oracle Netsuite to EPM CloudPre-built Integration
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Projects Cloud to EPM Cloud
• Export Project Details and Budgets
• Use SOAP api or OTBI (Oracle Transactional Business Intelligence
• Load with Data Management or Native Planning
EPM Cloud to Projects Cloud
• Export using Data Management or Smart view
• Import to Projects with SOAP or FBDI
• FBDI – File Based Data Import
• Project and Budget spreadsheet
• Construct SOAP payload as needed
Mapping between systems is most important step
Oracle Projects Cloud (PPM) to EPM CloudManual Process
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Process import file with FDMEE
• Generate export file with event script
• Post to ARCS with EPMAutomate or REST called from FDMEE
• White papers provided for standard balances and BAI file format processing.
• Inclusion in Data Management is a near term roadmap item
• Note: Data Management support for ARCS Transaction Matching and Bank Administration Institute (BAI) formats available starting with 18.05.
Hybrid for ARCS using FDMEE On-premiseWith Scripting and EPMAutomate
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Included in Oracle Cloud ERP
• Tools -> Reports and Analytics
• Select desired subject areas and create report
• Generate output and export to CVS
• Load using Data Management or Native Loading
• Call OTBI webservices via SOAP
• OTBI with REST API on roadmap
Oracle Transactional Business Intelligence (OTBI)Export any Oracle ERP Cloud Data
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Orchestrate API calls – Cloud to Cloud and On-Premises
• On premises to Cloud Options
• ICS File Adapter
• Requires on-prem agent
• 10 MB file size limitation
• ICS FTP Adapter
• Requires ICS FTPAdapter and on-prem FTP Server
• On-Prem FTP Server requires public IP Address
• 1 GB file size limitation
• Drill-through supported for Data Management load
Oracle Integration Cloud Service (ICS)Orchestrate Integration using Cloud Service
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Command line access for EPM Cloud applications
• Available for Windows and Linux
• Easily schedule .bat or .sh files
• Integrate with other scripts for end-to-end processes
• e.g. Use Jython to pull from on-prem or cloud source• White paper available
• Host EPMAutomate on-prem or PAAS
• See documentation for full list of commands
Using EPMAutomateStandalone or called from on-premise FDMEE
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 27
Cloud and Hybrid Integration Overview(EPM Specific)
Oracle EBS, PeopleSoft, JDE, Fusion
APPs, SAP R/3
File Excel
Other Systems
Data WarehouseData Mart
EPM Cloud
FDMEE11.1.2.4.200+
File
ERP Cloud
DataManagement Pod-2-Pod
Requires FDMEE license.Direct integration from on-prem to EPM Cloud.
Load, write-back, drill, scripting, etc.
Drill through to an on-prem URL is supported by data management without on-prem FDMEE
Excel
OtherCloud
Services
IntegrationCloud
Service
EPMAutomate
Direct Connectand OTBI
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Roadmap
Confidential – Oracle Internal 28
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Data Management and EPM Cloud ServicesRelease Highlights – April 2018
Oracle Confidential
Data Management Included?
On-Prem to Cloud Hybrid Support?
Export from cloud or source for pod
to pod?
Load Text and Multi -Col
Load Journals Integrate with Fusion GL Cloud
PBCS Yes Yes Yes Yes NA Yes
EPBCS Yes Yes Yes Yes NA Yes
FCCS Yes Yes Yes Yes Yes Yes
ARCS YesTM in 18.05
With Scripts TBD NA NA Yes
PCMCS Yes Yes Yes Yes NA Yes
TRCS (Tax) Yes Yes Yes Yes TBD Yes
Additional considerations:• Data Management not currently on roadmap for EPRCS or Essbase Cloud Service
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Recent Highlights R&D Underway Looking Forward
For Event Use Only. The above is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.
Data Management• Included in all services except EPRCS
Text, Smartlist, Date support GL Cloud Integration
• Data, Drill, Writeback• Budget and budgetary writeback only
Netsuite• Saved search and drill• Metadata (18.04)
HCM Cloud Cloud Features Backported
• Available in 11.1.2.4.210 Full Hybrid Support
• Including GL Cloud On-Premise release 11.1.2.4.220 (Dec ‘17)
Simplified UI (CY2018)
HCM Cloud Metadata (18.05)• Generic metadata via a file (17.12)
ARCS – Transaction Matching and Bank File support (18.05)
Projects Cloud (CY2018)
Data Import Simplification (CY2018)• Additional import format expressions
Journal Extract from FCCSActuals write-back to GL cloudAdditional Integrations
• Enhanced ARCS SupportExport using OLU Additional Direct Integrations Scripting Integration with DMCS Additional Integrations
• Database Cloud Service• Sales cloud• Direct load – no map, no drill• Pod-2-Pod Journals from FCCS
Oracle Cloud Financials• Sub-ledger• Auto-create from COA• Metadata support
Oracle EPM: Data Management
2/2018Copyright © 2018 Oracle and/or its affiliates. All rights reserved
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Summary of Data Management features (6-12 months)
• Netsuite Integration
– Integration with Netsuite saved search framework
• Oracle HCM Cloud to EPBCS
–WFP and SWFP modules
• GL Cloud Adjustment Periods
• FAHRCS Support– Subset of GL Cloud
• Duplicate Application Name support
– Support data sync between test/pod and across pods
• Metadata Load via File (17.12)
Oracle Confidential
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
EMPAutomate and Scripting
Confidential – Oracle Internal 32
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Extract from Any Source and Load to the Cloud
• EPMAutomate and Scripting
– Source from any data source• On-prem or cloud
• ERP, Database, 3rd party cloud app, etc.
• Generate file from source to upload to the cloud
– Load with EPMAutomate• Upload and process file
– Enables integration from anything to the EPM cloud
– Check the integration box during the sales cycle.
– See KM 2325256.1
Oracle Confidential
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Metadata Loading - Demo
Confidential – Oracle Internal 34
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Netsuite Integration - Demo
Confidential – Oracle Internal 35
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 36
Questions and Answers
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Confidential – Oracle Internal 37
top related