finit answers oracle ep_mand_hyperioneneterprise_support

Finit Answers: Oracle EPM and H i E i SHyperion Enterprise Support

December 14, 2012Greg BarrettGreg [email protected]

www.finitsolutions.com

Th Fi it S l ti S iTh Fi it S l ti S i

Finit Answers: Oracle EPM and Hyperion Enterprise Support

Finit IntroductionThe Finit Solutions SeriesThe Finit Solutions Series

Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products:

Financial Close and Consolidation Financial Management (HFM) Hyperion Enterprise

Planning and Business Intelligence Planning

Core Planning Financial Close Management (FCM) Disclosure Management Account Reconciliation Module (ARM)

Modules (Workforce, CapEx, Project Financial Planning)

Essbase (ASO / BSO)

Integration Financial Data Quality Management (FDM) Oracle Data Integrator (ODI)

Reporting Tools Financial Reporting Smart View / Essbase Excel Add‐Ing ( )

Enterprise Performance Management Architect (EPMA)

Data Relationship Management (DRM)

OBIEE Financial Management Analytics

(OFMA)

www.finitsolutions.com‐ 2 ‐

Other (ERPi, EIS, etc.) Web Analysis



Finit Services The Finit Solutions SeriesThe Finit Solutions Series

Finit’s consulting services cover a broad range of implementation and post implementation options.p p p

Finit Solutions: Implementation Services

– Full cycle implementations– Discovery and Requirements

– Infrastructure Services– Data Services (historical data GL dataDiscovery and Requirements

– Global Design– Detailed Design and Build– Testing and Training

Data Services (historical data, GL data integration)

– Project / Program Management– Product UpgradesTesting and Training

– Deploy

pg– Redesign / Enhancements




Finit’s FocusThe Finit Solutions SeriesThe Finit Solutions Series

We strongly believe that Service + Solutions = Maximum Value

ServiceService Our compensation model is based upon client satisfaction with consultant’s

work, not how many hours they charge. Finit has no external owners and Finit partners are involved in every full‐

cycle implementation. Finit uses its own employees, no subcontractors.

Solutions Finit consultants are Hyperion product experts who enjoy designing, building

and deploying great solutions, applications and processes. Finit works closely with Oracle Hyperion development on product strategy

and beta testing.




Finit’s ValuesThe Finit Solutions SeriesThe Finit Solutions Series




Finit’s Client ServiceThe Finit Solutions SeriesThe Finit Solutions Series

Our client service approach has led to 100%Our client service approach has led to 100% customer satisfaction for every Finit client (170 and counting) for every Oracle Hyperion projectand counting) for every Oracle Hyperion project

(over 300 and counting).


Th Fi it S l ti S iSome Finit Clients The Finit Solutions Series

•Some Finit Clients




About the PresenterThe Finit Solutions SeriesThe Finit Solutions Series

Greg Barrett ([email protected])Greg Barrett ([email protected])

• Ten years Hyperion Experience• Essbase, FDM, HFM, Hyperion Enterprise• Highly Customized Solutions• Project ManagerProject Manager• Partner at Finit




AgendaThe Finit Solutions SeriesThe Finit Solutions Series

Overview of the End of Premiere Support (April 2013)What Premiere Support Means (HFM / Hyperion Enterprise)

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What Premiere Support Means (HFM / Hyperion Enterprise)What does this mean for your company?Options

Finit Answers Introduction Features & Benefits Support TiersThe world’s simplest ticketing systemDDemo

Q and A


The Finit Solutions Series

Oracle’s Application Support PoliciesApplication Support Policies




Oracle Support Levels ‐ PremierThe Finit Solutions SeriesThe Finit Solutions Series

Premier Support – Premier support is the most comprehensive

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pp pp psupport level that Oracle provides. Premier Support includes some of the following items:• Active Development by Oracle Oracle will work to certify and create• Active Development by Oracle – Oracle will work to certify and create

patches for versions on premier support for new third‐party or Oracle products. This will also include development for product bug fixes or enhancementsenhancements.

• Technical Support – Oracle will assist you with technical troubleshooting.• Certification with most new third‐party products/versions

C ifi i i h O l d• Certification with most new Oracle products• Premier support runs for 5 years on a version from its general availability

date (GA)




Oracle Support Levels ‐ ExtendedThe Finit Solutions SeriesThe Finit Solutions Series

Extended Support – Extended support lets you stay competitive,

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pp pp y y p ,with the freedom to upgrade on your timetable. • If you take advantage of Extended Support, it provides you with an extra

three years of support for specific Oracle releases for an additional feethree years of support for specific Oracle releases for an additional fee • Major product and technical releases• Technical Support – Oracle will assist you with technical troubleshooting.

C ifi i i h hi d d / i• Certification with most new third‐party products/versions• Certification with most new Oracle products• Extended Support may not include certification with some new third‐party

products/versions




Oracle Support Levels ‐ SustainingThe Finit Solutions SeriesThe Finit Solutions Series

Sustaining Support – Sustaining Support includes the following

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g pp g pp gitems: • Products on Sustaining support can receive the technical support from

Oracle as long as maintenance is current With this Oracle will answer andOracle as long as maintenance is current. With this, Oracle will answer and address your support tickets (SR’s).

• The big difference is that Oracle has halted development on the product version This means no development for any reason (new 3rd partyversion. This means no development for any reason (new 3 party components, bug fixes, enhancements, etc.)

• With Hyperion Enterprise, since 6.5.1.1 is the terminal release of the product no new development will exist on the product for any reason whenproduct, no new development will exist on the product for any reason when it moves to Sustaining support in April 2013.




Oracle Support LevelsThe Finit Solutions SeriesThe Finit Solutions Series

How do these support policies affect my organization? Planning your Upgrade Planning your Upgrade Usage of third party products – Office 2010, Windows 7, etc. EPM 11.1.2 versus 11.1.2.2

• Currently ALL 11.1.2 versions would go off of Premier Support in April 2015• No official guidance has been given on 11.1.2.3 yet• This is an important distinction when planning your upgrade

Oracle’s Lifetime Support Policy can be found here: htt // l / / t/lib /lif ti thttp://www.oracle.com/us/support/library/lifetime‐support‐applications‐069216.pdf




Oracle Support LevelsThe Finit Solutions SeriesThe Finit Solutions Series



Hyperion Enterprise Statusyp p




Hyperion Enterprise AnnouncementThe Finit Solutions SeriesThe Finit Solutions Series

• Oracle released a ‘Statement of Direction’ on Hyperion Enterprise in January 2012. The announcement mentioned a few key items:

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• Version 6.5.1.1, released in Oct 2011, will be the last release of Hyperion Enterprise (it is the terminal release).

• Starting in December 2012, Hyperion Enterprise will move to controlled availability. Starting in December 2012 sales related to Hyperion Enterprise licenses will beStarting in December 2012, sales related to Hyperion Enterprise licenses will be limited to existing customers only.

• Hyperion Enterprise and Enterprise Reporting versions 6.5.1.1 and 6.5.1.0 will move from Premier Support to Sustaining Support in April 2013. Sustaining Support will pp g pp p g ppcontinue indefinitely (as long as you are current with your Oracle support maintenance).

• This announcement does not mean that Hyperion Enterprise will become ‘un‐supported’ in April 2013. Hyperion Enterprise will move to Sustaining Support with no end date and you can keep running it for some time.

• This is a major difference and worth noting. Hyperion Application Link (HAL) did become ‘un‐supported’ in June 2010 (Sustaining Support End Date) but this is not the case with Hyperion


supported’ in June 2010 (Sustaining Support End Date) but this is not the case with Hyperion Enterprise in that no Sustaining Support End Date exists.



Hyperion Enterprise ReleasesThe Finit Solutions SeriesThe Finit Solutions Series

• Premier Support for Hyperion Enterprise and Enterprise Reporting

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Premier Support for Hyperion Enterprise and Enterprise Reporting 6.5.x (6.5.1.1 / 6.5.1.0) expires in April 2013. At this time Enterprise will go on Sustaining Support.

• All versions of Hyperion Enterprise and Enterprise Reporting 6.4.x and lower (i.e. 6.3.1, etc.) are now currently on Sustaining Support.




Hyperion Enterprise 6.5.1.1The Finit Solutions SeriesThe Finit Solutions Series

• Hyperion Enterprise and Enterprise Reporting version 6.5.1.1 release focused on providing new third party component support

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p g p y p ppand did not release any new functionality in the product.

• The following new third party component support was offered in 6.5.1.1:• Support for Retrieve and Smart View for Microsoft Office 2010 (32 bit mode only)• Support for Microsoft Server 2008 R2 operating system• Support for Microsoft Internet Explorer 8 and FireFox 3.6 for Hyperion Enterprise

Web and Hyperion Enterprise Web Reporting• Windows 7 client operating system support (32 bit and 64 bit)




Hyperion Enterprise 6.5.1.1 Cont.The Finit Solutions SeriesThe Finit Solutions Series

• Complete third party support with version 6.5.1.1:

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Item VersionItem Version

Microsoft Server Operating System (32 bit)

‐ Server 2008 (sp1)‐ Server 2003 (sp2)

Microsoft Server Operating ‐ Server 2008 (R2)Microsoft Server Operating System (64 bit)

Server 2008 (R2)‐ Server 2008‐ Server 2003

Microsoft Client Operating ‐ Windows 7p gSystem (32 bit or 64 bit) ‐ Vista

‐ XP Pro (SP3)

Microsoft Excel ‐ Office 2010 (32 bit only)‐ Office 2007‐ Office 2003

Web Browsers (for Web) ‐ Internet Explorer 6, 7, 8Fi f 2 0 0 3 3 5 3 6


‐ Firefox 2.0.0.3, 3.5.x, 3.6.x



Hyperion Enterprise 6.5.1.1 Cont.The Finit Solutions SeriesThe Finit Solutions Series

• Complete key Hyperion support with version 6.5.1.1:

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Item VersionItem Version

Financial Data Quality Management (FDM)

‐ 9.3.3‐ 11.1.1.3‐ 11.1.2.1

Smart View for Office ‐ 9.3.1.2‐ 9.3.3‐ 11.1.1.3‐ 11.1.2.1



Hyperion Enterprise ConsiderationsConsiderations




Key ConsiderationsThe Finit Solutions SeriesThe Finit Solutions Series

• Hyperion Enterprise moving into Sustaining Support provides your company with the ability to stay on Hyperion Enterprise for some time. However, since no d l ill b i H i E i b d A il 2013 h

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development will be occurring on Hyperion Enterprise beyond April 2013, the risk grows the longer companies stay on Hyperion Enterprise.

• Based on the announcement and the support situation, a few things are valid:• You don’t need to panic and try to rush a migration from Hyperion Enterprise before the April

2013 date. If you had already planned to migrate off of Hyperion Enterprise – great. If you are not ready – you have time and you don’t need to rush You can expect to continue to stay onnot ready you have time and you don t need to rush. You can expect to continue to stay on Hyperion Enterprise for years to come.

• If you do decide to stay on Hyperion Enterprise after April 2013, you should work to minimize risk as much as possible. Your Hyperion Enterprise environment is very dependent on third‐party components and you should work to have a controlled environmentparty components and you should work to have a controlled environment.

• This announcement does mean that you will have to move off of Hyperion Enterprise eventually. Staying on Hyperion Enterprise for the next few years can be a viable strategy. Staying on Hyperion Enterprise to 2020 carries more risk. Eventually the third party

t ill d i d t ff f H i E t i


components will drive your need to move off of Hyperion Enterprise.



Key Next Steps – Control your EnvironmentThe Finit Solutions SeriesThe Finit Solutions Series

• Use two Server Environments at a Minimum• If you decide to stay on Hyperion Enterprise while it is on Sustaining Support, you

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should have two server environments (Production and then a second environment (Development / QA / Test)).

• Part of moving to a more ‘controlled’ environment is having a server environment h ll t h d t b li d d th hl t t d i t hi thwhere all patch updates can be applied and thoroughly tested prior to pushing them

to Production. • It is recommended that this environment contain at least 1 server of each major

component from your Production environment. For example, if you have 2 Citrixcomponent from your Production environment. For example, if you have 2 Citrix servers, 1 Application server and 1 Data server, then your Test environment should contain a minimum of 1 Citrix server, 1 Application server and 1 Data server.

• The servers do not need to match the full specifications of your Production environment as h l i l i b d i / i Fthe goal is not large concurrency testing, but admin team / power user testing. For example, if your Production Application server has 4 processors and 8 GB of RAM, your Test environment could have 2 processors and 4 GB of RAM.




Key Next Steps – Control your EnvironmentThe Finit Solutions SeriesThe Finit Solutions Series

• Develop controlled ‘Maintenance’ policies• Once Hyperion Enterprise is on Sustaining Support, it is important to keep in mind

h h b l ll h d h l l l

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that the responsibility to test all third party patches now lies solely on your organization (as Oracle will not be doing it). Therefore, you should develop a very controlled ‘Maintenance’ policy if it does not exist today.

• This Maintenance policy should be a joint IT / Finance set of procedures that are• This Maintenance policy should be a joint IT / Finance set of procedures that are followed every month to minimize risk in your Production environment. A few key items of this should include:

• IT / Finance teams review all potential third party patches and upon agreement, apply them to the Development / Test environment.

• The patches should be applied off‐hours and preferably over a weekend when users will not be in the system. This is to minimize potential user down time if something goes wrong.g

• Reboots should only occur outside business hours and preferably over weekends. • Hyperion Enterprise admins / key users run through set of tests after the patches have

been applied to verify that the patches did not ‘break’ anything.All f th t h ld b l t d ith ffi i t ti i t th t l t ti


• All of these steps should be completed with sufficient time prior to the next close starting. This will give time to apply the patches to Production and then retest in that environment.



Key Next Steps – Determine IT Rollout SchedulesThe Finit Solutions SeriesThe Finit Solutions Series

• IT Rollout Plans for Third Party Products• Your IT department likely has plans in place currently to upgrade to Windows 7,

l d / ff f l hInternet Explorer 8 and / or Office 2010 if you are not currently on these versions. • In addition to those client based components, you will want to see if they plan on

moving off of Server 2003 for server operating systems and only using Server 2008. • Yo ill ant to find o t hat their deplo ment s hed les are for these prod ts as• You will want to find out what their deployment schedules are for these products as

it may impact your timing and plans for upgrading to Hyperion Enterprise 6.5.1.1.• This level of communication is also important in the future. Windows 8 was made

available in October, Office will have another release in the next few years. If your ITavailable in October, Office will have another release in the next few years. If your IT group plans on implementing those soon, you will want to know that as those new versions will not be compatible with Hyperion Enterprise 6.5.1.1 and that may drive the timing of a Hyperion Enterprise project.




Key Next Steps – Upgrade to 6.5.1.1?The Finit Solutions SeriesThe Finit Solutions Series

• Should you upgrade to 6.5.1.1?• If your company is planning on moving to Office 2010, Windows 7 and / or Server

d l f h ll h2008 and you plan to stay on Hyperion Enterprise for some time, then you will have to upgrade to 6.5.1.1. Without upgrading, you will not be able to support these new third party technologies.

• Even if your company is not planning on moving to those third party components• Even if your company is not planning on moving to those third party components, but your company is planning on staying on Hyperion Enterprise for a few years, then you may want to perform an upgrade. This would allow you to go into Sustaining Support with the latest application version.

• A few key items related to the upgrade:• 6.5.1.1 is a full installation. It is not just a ‘DLL copy & paste’ patch approach.• No conversion is needed going from 6.5.1.0 to 6.5.1.1. You can just open the application in the new

version.• Previous releases would require an upgrade.• A Patch Set Update (PSU) exists for 6.5.1.1 (PSU 101).




Key Next Steps – LicensingThe Finit Solutions SeriesThe Finit Solutions Series

• Should you buy more licenses in 2012?• Based on our understanding, you will be able to buy additional Hyperion Enterprise

l f llicenses if you are an existing customer past April 2013. • As a result, you don’t have to rush to buy licenses this year if you do not need them.

You could buy them next year or in future years. • One item to note if o stop pa in o r Ora le maintenan e s pport o ill• One item to note – if you stop paying your Oracle maintenance support, you will

probably not be able to buy additional licenses without first paying back maintenance fees.

• Terms of your licensing and the license cost will be based on your contractual termsTerms of your licensing and the license cost will be based on your contractual terms with Oracle and you should contact your Oracle sales rep for any questions regarding licensing.



Finit Answers: Oracle EPM and Hyperion Enterprise SupportHyperion Enterprise Support


Th Fi it S l ti S iFinit Answers


Finit Solutions Official Support Offering:Answers & Support with Efficient, Responsive Service

Finit Answers provides the proper support offering for your Business Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a

company since our inception (July 2002) ‐ staffed by our Hyperion Subject Matter Experts.

Answers & Support with Efficient, Responsive Service

p y p y y yp j p Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees

can be applied to a future project to replace Hyperion Enterprise with Finit Solutions. Allow Finit Answers to be your personal Hyperion Insurance Policy Flexibility: We offer a ‘pay as you go’ option (pay for only the time you use) along with several other levels y p y y g p (p y y y ) g

of support that we can customize to meet your needs:

1. Time And Materials Support: You only pay for the time you use (no monthly fees)2. Dedicated Critical Support: Technical Application Support with a guaranteed 2‐hour response time3. Remote Consulting Assistance: Ask us to review your HFM Rules Essbase Calcs consolidations FDM Integrations3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations,

custom reports, etc.4. Managed Services: Application Administrator Assistance (Primary or Secondary)

http://www.finitsolutions.com/Support Finit Answers.html


p // / pp _ _



St d d I H Fi it A S tStandard In‐House Support

Finit Answers Support

F ll Ti D di t d R (E i ) L S t EFull‐Time Dedicated Resources (Expensive) Lower your Support Expenses

Your Employees are full‐time, but Finit Answers allows you to increase yourYour Employees are full time, but Hyperion Usage and Support is cyclical throughout the month

Finit Answers allows you to increase yourefficiency

New resources – hard to find Finit is On‐DemandNew resources hard to find Finit is On‐Demand




Flexible and Scalable

1. Time And Materials Support: You only pay for the time you use (no monthly fees)2 D di t d C iti l S t T h i l A li ti S t ith t d 22. Dedicated Critical Support: Technical Application Support with a guaranteed 2‐

hour response time3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs,

consolidations, FDM Integrations, custom reports, etc.consolidations, FDM Integrations, custom reports, etc.4. Managed Services: Application Administrator Assistance (Primary or Secondary)

http://www.finitsolutions.com/Support_Finit_Answers.html




Features and Benefits

Ability to log “Critical” level tickets No limit to the number of support tickets you can log No limit to the number of support tickets you can log Easy to use Ticketing System DIRECT Access to true Hyperion Experts (Finit Answers is staffed by our Full‐

Time Consultants): No subcontracting / No off shoringTime Consultants): No subcontracting / No off‐shoring SLA (Service Level Agreement) guarantees a timely response

http://www.finitsolutions.com/Support_Finit_Answers.html




IPAD???

Yes, It does work on the IPAD




Thank you for attending!The Finit Solutions SeriesThe Finit Solutions Series

Questions?

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Questions? ‐ > [email protected]

G l Q tiEmail us for a

‐ > General Questions Greg Barrett

([email protected])

copy of the slides or

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