"converting" fdm to fdmee
TRANSCRIPT
Getting the Most out of EPM
Converting FDM to FDMEE
September 18, 2015
Scott Peters ([email protected])
• Founded in 2002
• 75+ employees in 20+ states• Mostly CPAs, MBAs
• We have extensive Hyperion product and financial reporting backgrounds
• 50+ Planning / Essbase Clients
• 80+ HFM Clients• Managed several of the largest EPM projects in the U.S.
• Including the largest roll-out of HFM in North America
• Market Leader in ARM/FCM
• World Leader in FDM implementations and custom solutions
Finit Overview
EPM Services
• Finit Answers‒ Technical Support‒ Functional / Admin
Support‒ Access to Hyperion
SMEs‒ Dedicated support
team and guaranteed response times
‒ Customer Service Focus
‒ Flexible Time and Material support packages
‒ ‘Pay as you Go’ option
• Hyperion Planning & Essbase
• Oracle Financial Close Suite
• Infrastructure• Data Services• Project / Program
Management• Redesign /
Enhancements
• Product Upgrades• Application enhancements /
redesign• Performance optimization
Dedicated Support
Upgrades
Full Cycle Implementations
• We make and deliver personalized financial reporting solutions and experiences. • By listening, questioning, and analyzing
• By building relationships … not company to company, but person to person.
• We are Makers and Doers
Why is Finit Here?
We Run Finit like a Family
• Invest in our employees
• All owners actively involved in the business
• No debt or external owners • Prioritize the customer, not
profitability
• Long term stability• Hire employees, not subcontractors
• Compensation model based on client satisfaction
How do we achieve our beliefs?
• Our values, on which we ask you to provide consultant feedback:
Finit Values
• Our values, culture, and approach to becoming a trusted advisor to customers has led to 100% customer success for every Finit client (225+) and for every Oracle Hyperion project (450+)
Finit Customer Success
Some Finit Customers
Questions
Scott Peters [email protected]
• Partner and Director of Integration Services
• 10 years Hyperion Experience
• FDM, FDMEE, ODI, ERPi, HFM, Essbase, Enterprise
• Designed and implemented some of the most complex FDM integrations in the world (HFM, HE, Essbase/Planning and Data Warehouses)
About the Presenter
• What will the utility convert
• What won’t the utility convert
• Prerequisites of the conversion
• Performing the conversion
• Post conversion steps
• FDMEE Nuances
• Intro to Jython
Agenda
Conversion Utility Overview
• Create the Integration with the Target
• Periods and Categories (Global and Application)
• Locations
• Import Formats (.uss scripts will be tagged)
• Validation Entities and Validation Rules
• Logic Groups
• Mapping
• Data
• Data Load Rules
What WILL Convert
• User Security
• Object Security
• Scripts
• Custom Reports
• Control Group Locations
• Task Flows
What WILL NOT Convert
• FDM version 11.1.1.x and 11.1.2.x are supported
• ERPi with FDM is only 11.1.2.x (11.1.1.3 and 11.1.1.4 will not migrate)
• ODI Studio must be installed
• Must be able to access the FDM and FDMEE databases via SQL Developer/SQL Management Studio
• Download the Patch (21379349)
Prerequisites
• Look at FDM to see what should convert
Viewing FDM
Performing the Conversion
• Database Activities• Update FDMEE Schema with SQL
• Update FDM Schema with SQL
• Install ODI Components• Create Logical Schema
• Create Physical Schema
• Import Scenarios
Performing the Conversion
• Execute the Metadata Migration• Set Context
• Set Variables (App Name, object prefix, etc.)
• Execute
• Execute the Data Migration• Set Context
• Set Variables (App Name, object prefix, periods of data, etc.)
• Execute
• ***Need to repeat these steps for each Adapter that you have in FDM or each FDM application
Performing the Conversion
• Need to repeat these steps for each Adapter that you have in FDM or each FDM application
Performing the Conversion
• There could be several items that need to be done after the conversion is run• Update Drill Regions
• Review Check Rules
• Update Data Load Rules for filename
• Run SQL if Oracle database due to CAPS issue
• Run SQL to drop the FDM data models from FDMEE database
• Update Calc Sequence for Planning/Essbase apps
Post Conversion
Nuances of FDMEE
• When Importing data, automatically goes to Validate
• Intersection Validation Report no longer has tooltips
• Mapping has an ‘All Mappings’ tab where you cannot add a rule but can view all types
• When browsing for data in FDMEE Workbench and maps it is case sensitive
• FDMEE does not log mapping changes yet
Nuances of FDMEE
Introduction to Jython
• Indentation is important• If statements must line up (no end if)
• Case sensitivity• StrCheck is not the same as strCheck or strcheck
• If analyzing the length of a string or a taking the left 1, make sure that the length is greater than 0 first
• It is different but it is not that scary!!
Introduction to Jython
• File Parsing
• String Parsing
Introduction to Jython
• If Statement
Introduction to Jython
• Additional If Statement
Introduction to Jython
• Replace and Skip
Introduction to Jython
Questions?Email us for a copy of the slides or link to the recording
Past webinars:
www.finitsolutions.com/webinars
Thank you for attending!
Presenter:Scott Peters
General Questions:Greg Barrett
Joe Mizerk