finit solutions webinar_hfm_upgradeanddesignconsiderationsl

of 49/49
www.finitsolutions.com Getting the Most out of EPM: HFM 11.1.2.3 Upgrade and Design Considerations September 27, 2013 Sue Lewis [email protected]

Post on 19-Jul-2015

87 views

Category:

Technology

2 download

Embed Size (px)

TRANSCRIPT

  • www.finitsolutions.com

    GettingtheMostoutofEPM:HFM11.1.2.3UpgradeandDesignConsiderations

    September27,2013

    [email protected]

  • www.finitsolutions.com 2

    FinitIntroductionFinitSolutionsspecializesinconsultingservicesintheOracleHyperionEnterprisePerformanceManagementSolutionssuiteofproducts:

    Financial Close and Consolidation FinancialManagement(HFM) HyperionEnterprise FinancialCloseManagement(FCM) DisclosureManagement AccountReconciliationModule(ARM)Integration FinancialDataQualityManagement(FDM) OracleDataIntegrator(ODI) EnterprisePerformanceManagement

    Architect(EPMA) DataRelationshipManagement(DRM) Other(ERPi,EIS,etc.)

    Planning and Business Intelligence Planning

    CorePlanning Modules(Workforce,CapEx,

    ProjectFinancialPlanning) Essbase(ASO/BSO)Reporting Tools FinancialReporting SmartView/EssbaseExcelAddIn OBIEE FinancialManagementAnalytics

    (OFMA) WebAnalysis

  • www.finitsolutions.com 3

    FinitServicesFinitsconsultingservicescoverabroadrangeofimplementationandpostimplementationoptions.

    FinitSolutions:ImplementationServices

    Fullcycleimplementations DiscoveryandRequirements GlobalDesign DetailedDesignandBuild TestingandTraining Deploy

    InfrastructureServices DataServices(historicaldata,GLdata

    integration) Project/ProgramManagement ProductUpgrades Redesign/Enhancements

  • www.finitsolutions.com 4

    FinitAnswers

    FinitAnswersprovidesthepropersupportofferingforyourBusiness HyperionProductExpertise:FinithasbeenofferingOracleHyperionEPMservicesandsupportasa

    companysinceourinception(July2002) staffedbyourHyperionSubjectMatterExperts. FinitisprovidingauniquepledgeforHyperionEnterpriseCustomers:AnyHyperionEnterpriserelatedfees

    canbeappliedtoafutureprojecttoreplaceHyperionEnterprisewithFinitSolutions. AllowFinitAnswerstobeyourpersonalHyperionInsurancePolicy Flexibility:Weofferapayasyougooption(payforonlythetimeyouuse)alongwithseveralotherlevels

    ofsupportthatwecancustomizetomeetyourneeds:

    1. TimeAndMaterialsSupport:Youonlypayforthetimeyouuse(nomonthlyfees)2. DedicatedCriticalSupport:TechnicalApplicationSupportwithaguaranteed2hourresponsetime3. RemoteConsultingAssistance:AskustoreviewyourHFMRules,EssbaseCalcs,consolidations,FDMIntegrations,

    customreports,etc.4. ManagedServices:ApplicationAdministratorAssistance(PrimaryorSecondary)

    http://www.finitsolutions.com/Support_Finit_Answers.html CONTACTGregBarrett([email protected])formoreinformation

    FinitSolutionsOfficialSupportOffering:Answers&SupportwithEfficient,ResponsiveService

  • www.finitsolutions.com 5

    WestronglybelievethatService +Solutions =MaximumValue

    Service Compensationmodel baseduponclientsatisfactionwithconsultantswork,

    notutilization/chargeability. NoexternalownersandFinitpartnersareinvolvedineveryfullcycle

    implementation. Employees,notcontractors.

    Solutions FinitconsultantsareHyperionproductexpertswhoenjoydesigning,building

    anddeployinggreatsolutions,applicationsandprocesses. FinitworkscloselywithOracleHyperiondevelopmentonproductstrategy

    andbetatesting.

    FinitsFocus

  • www.finitsolutions.com 6

    FinitsValues

  • www.finitsolutions.com 7

    Ourclientserviceapproachhasledto100%customersatisfaction forevery Finitclient (185andcounting)foreveryOracleHyperionproject

    (over325andcounting).

    FinitsClientService

  • www.finitsolutions.com 8

    AboutthePresenter

    SueLewis([email protected])

    OverTenyearsofHyperionexperience FDM,HFM,EPMA,FinancialReportingfocused HFMCertifiedImplementationSpecialist PMP(ProjectManagementProfessional)Certified TwelveyearsFinancialSystemsManagementexperiencein

    GlobalManufacturingbusiness

  • www.finitsolutions.com 9

    WhyUpgradetoHFM11.1.2.3? InGeneral Frompre11.1.2HFMversions From11.1.2.xto11.1.2.3HFMversions IntegratedApplications

    FinancialCloseSuiteChanges FCM/ARM,DM,OFMA,TaxProvisionEnhancementstoLCMandExtendedAnalyticsNewFDMEE

    ProjectConsiderations OurExperiences QandA

    Agenda

  • www.finitsolutions.com

    WhyUpgradetoHFM11.1.2.3

    The Finit Solutions Series

  • www.finitsolutions.com 11

    Sources CommonReasons

    Promoted byFinance Implementfunctionality ofnewEPMtools

    Implement newfunctionalityofexistingEPMtools

    Gainefficienciesinmeetingbusinessneeds/growth

    Outgrowexistingtool

    PromotedbyIT Life Cycleexpirationofthesoftwaresupport

    Compatibilitywithoperatingsystems,databases,desktopsoftware

    Resolveexistingsoftwarebugs

    InGeneral

    Overall, release 11.1.2.3 in the Financial Close Suite is a minor release compared to the changes included in 11.1.2.2 which was a major release.

  • www.finitsolutions.com

    Frompre11.1.2HFMversions

    The Finit Solutions Series

  • www.finitsolutions.com 13

    MUCHSOUGHTAFTER>4CustomdimensionlimitchangetoopenCustomdimensionavailability extendingManagementreportingandanalysiscapabilities ThisunrestrictednumberofCustomdimensionsofferssignificant

    improvementstoHFMscapabilitytomeetfinancialreportingneeds Performanceandstabilityimprovementswith64Bitcapabilities Moreuserfriendlyinterfaceenhancements ApplicationCopyUtilityforEPMAapplications NewMSExcelSmartViewfunctionality

    SmartSlicesofferingpredefineduserfriendlynavigation InclusionofHFMTaskLists

    ExtendedHFMintegrationwith FinancialCloseManagement(FCM) DisclosureManagement(DM) OracleGovernanceRiskandCompliance(GRC)

    Frompre11.1.2 HFMversions

  • www.finitsolutions.com

    From11.1.2.xto11.1.2.3HFMversions

    The Finit Solutions Series

  • www.finitsolutions.com 15

    OnDemandRulesandtheabilitytorunthemfromWebFormsandDataGrids

    ThisfollowsasimilarconcepttoHyperionPlanning. OnDemandrulesareapartoftheSubCalculatesub

    routineandareprefixedintherulesfile(i.e.OnDemand_RFValidation).

    YoucanspecifytheOnDemandrulesintheform/griddefinition.

    Theconceptistobeabletoquicklyrunacalculationinsteadofallrules.

    MoreflexibilitywithdisplayofWebForms/DataGrids.

    DimensionordercanbespecifiedforPOV. Certainmemberscanbeexcluded. Show/hidedimensions.

    HFMChangesin11.1.2.3

  • www.finitsolutions.com 16

    Theverticalnavigationbarremembershowyoulastleftit.ItwillrememberyouexpandedApplicationtasksandminimizedFavorites.

    Administratorscandisablemodulesfromshowingupforanyoneiftheyarenotused.

    HFMChangesin11.1.2.3

  • www.finitsolutions.com 17

    MetadataLoadAuditingisnowincluded. ThisaddsmoreloggingfeaturesforthoseusingClassicmetadata. Youcanseeloginformationofwhatchanged

    Userdefinedattributescannowacceptupto256characters(upfrom80)

    NewOpenCellTextUnitrule Canbeusedtoretrievecelltextformultipleintersections(similartoOpenDataUnit).

    NewSecurityRoles ViewTaskAudit letsanonadministratorviewtheTaskAuditscreen ViewDataAudit letsanonadministratorviewtheDataAuditscreen.

    HFMChangesin11.1.2.3

  • www.finitsolutions.com

    FinancialCloseSuiteChangesFCM/ARM,DM,OFMA,TaxProvision

    The Finit Solutions Series

  • www.finitsolutions.com 19

    FinancialCloseManagement(FCM)Changes NewColumnAttributethatrecordsanddisplaysActualTimetoComplete.

    Thisrecordsandshowsthedurationthatatasktookfromstarttocompletion.

    SemiAutomatedTasks Appliestoautomatedtasksandletsthetaskownerdelayputtinginrequiredinformationuntil

    whenthetaskisreadytorun.

    AccountsReconciliationModule(ARM)Changes NetActivityAttributefromPriorReconciliation

    Calculatestheactivityonanyreconciliationprofile/accountfromthelastreconciliation. DisplaysasanamountalongwiththeBeginningBalance,EndingBalance,ExplainedBalance,

    etc.

    CanHideOptionsfromReconciliationsFormats CanchoosetoHideanitemsuchasAdjustmentstoSourceSystems,NetActivity,etc.

    CanhaveSummaryReconciliationsthatpullfromchildreconciliations.

    FCM/ARMChangesin11.1.2.3

  • www.finitsolutions.com 20

    AccountsReconciliationModule(ARM)Changes ImprovedUserAssignmentsofReconciliations

    Ausercanassignabackup Canassignagrouptoareconciliation(withmembersexistinginthegroup).Thegroupexistsas

    aNativegroupinSharedservices. Ausercanrequestaworkflowbereassignedtoanotheruser.

    ImprovedschedulingofDataLoads Canbescheduledwithanyschedulertool. StatuscanbemonitoredinARM

    ImprovementstoAutoReconciliations(5newmethodsadded) Balanceiszero&noactivityexists Balanceiswithinarange(basedonpriorreconciliationamount) Balanceiswithinrangeandnoactivity(basedonpriorreconciliationamount) NoActivity(basedonpriorreconciliationamount) Balancematch(#tolerance) lessorequaltoatoleranceamount.

    FCM/ARMChangesin11.1.2.3

  • www.finitsolutions.com 21

    DisclosureManagementChanges Veryminorchangesandnothingsignificantinourminds.

    OracleFinancialManagementAnalytics(OFMA) Nochangesasan11.1.2.3versionhasnotbeenreleasedyet.

    OracleHyperionTaxProvision WasreleasedinQ12013before11.1.2.3 Separatelylicensedproductthatisusedforthetaxprovisioncalculation

    process. IntegratedintotheWorkspaceandwithHFM.

    OtherFinancialCloseProducts

  • www.finitsolutions.com

    EnhancementstoLCMandExtendedAnalytics

    The Finit Solutions Series

  • www.finitsolutions.com 23

    LifecycleManagement(LCM)hassomesignificantimprovements AdditionalartifactsforHFM,Essbase,EssbaseStudio,FCM/ARM,

    andFDMEE NewHFMartifactforData:

    Abilitytodownloadtheentireexportfolder.Canimportthisdetaildirectlyintothetargetsystem. Exportislimitedto1.8GBfilesize.

    LCMChangesin11.1.2.3

  • www.finitsolutions.com 24

    Newartifactchangedreportthatshowswhatartifactsweremodified,bywhom,andwhen

    LCMChangesin11.1.2.3

  • www.finitsolutions.com 25

    NowaccessiblefromtheHFMDataExtractuserinterface SupportsextractstobothFlatfilesandSQLrepository Allowsusersto:

    ExtractdatafrommultipleScenariosandYearsatonetime Extractdataateverymemberofthevaluedimension DefinetheExtractfileformat

    ExtendedAnalyticsChangesin11.1.2.3

  • www.finitsolutions.com

    NewFDMEE

    The Finit Solutions Series

  • www.finitsolutions.com 27

    Beginningwithrelease11.1.2.3,OraclehascombinedFinancialDataQualityManagementFDMwithERPIntegratorERPitocreateFDMEnterpriseEditionorFDMEE.

    Inrelease11.1.2.3,twoproductsexist: FDM traditionalFDM FDMEE rebrandedERPiwithnewlyaddedFDMfunctionality Currently,aconversiontoolfromFDMtoFDMEEisnotprovidedbyOracle.

    Itisourunderstandingthatversion11.1.2.3willbetheterminalreleaseofFDMandstartingwiththenextversionreleaseexpectedinApril2014(11.1.2.4?)onlyFDMEEwillbeavailable.

    FDMEE Overview

  • www.finitsolutions.com 28

    FDMEEisarewriteofFDM,withthegoalbeingtokeepnearlyallfunctionalityofFDM.Howitwillbedoneischanging: WillbeintegratedintheWorkspacelikeERPi FullyutilizeSharedServices(comparedtopartialnowinFDM) ScriptingismovingfromVBScripttoJython(potentialforafewremaining

    VBScriptitems) ReportswillbeinBIPublisherandnotActiveReports BatchProcessingwillbedifferent(ODIBatchandshellscripts) NoHyperionEnterpriseorTaxintegration

    TheproductbusinesscaseisthatFDMEEwillcombinethedirectsourcinganddrillthroughtothesourcethatERPiprovideswhilestillprovidingusersthecorefunctionality(workflow,controls,audit)thattheyhavegrowntolovewithFDM.

    FDMEE PlanForRelease

  • www.finitsolutions.com 29

    OracleisplanningaPhasedreleaseofFDMEEinversion11.1.2.3withincreasedandaddedfunctionalityineachrelease.Thereleaseswillallbeaspatchsetupdates(PSU)toFDMEEversion11.1.2.3. OurunderstandingisthatERPiinversion11.1.2.2willnotreceivetheFDM

    likefunctionalitythroughPSUs.

    Ourunderstandingoftheapproximatetargetedreleasescheduleisthefollowing: GA ReleasedApril2013 PSU1 ReleasedJuly2013 PSU2 Released2 3monthsafterPSU1October2013

    FDMEE PlanForRelease

  • www.finitsolutions.com 30

    WhatisnotincludedinFDMEE11.1.2.3GA: NoScriptingFunctionalityforanyscripttypes NoIntersectionCheckwithHFMAdapter NoExcelImportFunctionality(FDMJournalsorMultiLoad) NoBatchProcessing

    Asaresult,theGAreleaseonlycontainsbasicfunctionality. Itshouldbesufficientforsimplerintegrations(i.e.youareconnectingtoEBS

    (1ledger)andhavesimplemapping,validationsandnoscriptingneeds). TheWorkflowinterfacewilllookverysimilarwiththeFish,butalotofthe

    corefunctionalitywillbemissing.

    FDMEE PlanForReleaseGA

  • www.finitsolutions.com 31

    WhatisincludedinFDMEEPSU1: Event,ImportFormatandMappingscripts ExcelImport(mostlikelyFDMjournals) FullHFMAdapterasweknowitinFDMcurrently ClearandAggCalcScriptsforPlanning/Essbase BatchLoaderFunctionality

    Thiswillrepresentthefirstreleaseformorecomplexintegrations WithPSU1,wecanusesimpleimportscriptsthatweattachtoimport

    formats. HFMIntersectionCheckiskeyasthisisveryimportantformosttraditional

    FDMclients. NeedmoreinformationabouttheExcelimportbutthatiskeyaswellifit

    includesFDMJournalfunctionality.

    FDMEE PlanForReleasePSU1

  • www.finitsolutions.com 32

    WhatisexpectedtobeaddedinFDMEEPSU2: AbilitytointegrateFDMmappingfromDRM(nodetailsyetonspecific

    functionality) SOXCertification DataSynchbetweenallEPMapps

    TherewillbesourceadaptersforallHyperionEPMTargetsystems Thisisagreatfeatureasitrequiredcustomscriptsinthepast.

    MultiLoadfile

    WithPSU2,weshouldbebacktowhatwecurrentlyknowasFDMwithsomeaddedfunctionality.

    FDMEE PlanForReleasePSU2

  • www.finitsolutions.com 33

    InSummary,itisourunderstandingthattraditionalFDMisbeingreplacedwithFDMEEandthatFDMEEwillbethegoforwarddataqualityintegrationproduct.

    ExistingFDMcustomerswillmorethanlikelyneedtowaituntilPSU1ataminimumtogetsimilarfunctionality.

    Itisourunderstandingthat11.1.2.3istheterminalreleaseofFDMandthatexistingFDMcustomersthatupgradetoafuturereleasebeyond11.1.2.3willneedtoconverttoFDMEE.Customersrunningversion11.1.2.3canuseeitherFDMorFDMEE.

    FDM/FDMEESummary

  • www.finitsolutions.com

    ProjectConsiderations

    The Finit Solutions Series

  • www.finitsolutions.com 35

    Youhavetwoinstallationoptionsfor11.1.2.3: NewInstallation:installingversion11.1.2.3ontoanewserver. MaintenanceRelease:installversion11.1.2.3ontopofanexisting

    installationof11.1.2.1or11.1.2.2.

    Overall,thelargemajorityofclientschoosetoupgradeontonewserverhardware.Inthisscenario,11.1.2.3wouldbeinstalledonthenewhardwareandthenapplicationscanbemigratedandtestedwhiletheexistingenvironmentoperates.

    Aninplaceupgradeispossible(upgradingontoanexistingserverenvironment),butmostclientsdonotchoosethisbecauseitrequiresanextendedsystemdowntimewheretheexistingserverscannotbeaccessed.Aninplaceupgradeisalsomoreriskyincasesomethinggoeswrongintheshortenedtimeframe.

    EnvironmentUpgradeOptions

  • www.finitsolutions.com 36

    YouhavethreeHFMapplicationupgradeoptions: Asis

    NoHFMapplicationchanges simplyupgradingtonewversion AllMetadata,ArtifactsandDataaremigratedfromsourceHFMversiontonew HFMconnectionpoints(i.e.FDM,FR,SmartView)requireminimalchanges

    HFMApplicationRedesignandMigration PreliminaryprojectphasetoredesignHFMapplicationtoimproveexistingapplication

    shortcomingsandtotakingadvantageofnewerversionfunctionalities MetadataandArtifactsrequireupdatingandconversionfromoldtonewdesign Datarequiresremappingtonewmetadataandsoextensiverevalidation HFMconnectionpointsrequiremorecomplexchanges

    HybridApproachcombiningAsiswithRedesign InitialAsis,unchangedapplicationmigrationtomovetonewversion Followedbyredesignonceupgrademigrationiscomplete Recommendedapproach

    ApplicationUpgradeOptions

  • www.finitsolutions.com 37

    Approach Pros Cons

    Asis LeastamountofRisk Noimprovementsoffered

    Shortesttimeline;straightforward datavalidation

    Incurredcostwithlittletonovaluerealization

    LeastamountofChange Management

    Redesign Fullredesigneffortformaximum gaininfunctionality

    HighestChange Managementeffort

    Higherreturn oninvestment Highest Risklevel

    Hybrid InitialAsisphaseoffers lowrisk,focusedupgradevalidation

    Longesttimeline

    Followingredesigntakesadvantageofnewversionfunctionalityandimprovementstoidentifiedshortcomings

    Equivalenttotwoprojectsreplicatingmanyprojectphases

    Phased approachoffersopportunitiesforquickwinsandeasesChangeManagement

    ApplicationUpgradeOptions

  • www.finitsolutions.com 38

    OtherHFMRelatedProjectConsiderations: OpenthediscussionstoexpandtheCustomDimensionuse

    DataNature/TypeandDataSourcearenowwidelyused ExtendingExchangeRatecomparisonsandprojectionsisanotheroptionaluse OtherBusinessDefinedcategoriessuchasCostCenters/Departments,Products,Channels,

    Divisions,Customer,Geographyoffermorevaluewithintheconsolidationprocess

    CommonQuestions Whatarethenegativesofmovingbeyondthe4Customdimensions?

    AllHFMartifactsandconnectionpointswillrequirereworkwithinthescopeoftheproject. FinancialReportingandSmartViewreportswillneedreworkfortheaddedCustomdimensions FDMrequiresreworktoadjustfortheadditionalCustomdimensions HFMcomponents,i.e.Grids,EntryForms,Rules,etcwillrequirereworkfortheaddedCustomdimensions

    ShouldweaddsomeextraemptybutheldforfutureuseCustomdimensions? HFMdeliversfunctionalitytolateraddCustomdimensionstoanexistingapplicationsothiscanbedoneatalater

    dateasneeded,BUT.addingextraCustomdimensionatthestartofthebuildoffersmanyadvantagesshouldtheybeneededlater.

    Forallthepointsmentionedinthefirstquestion,ifanadditionalCustomdimensionisneededlater andanemptydimensionalreadyexistswithintheapplication,changestoReports,FDMandHFMcomponentswillbeminimalcomparedtoaddinganewCustomdimensionafterthefact.

    ApplicationUpgradeRedesign

  • www.finitsolutions.com 39

    OtherHFMRelatedProjectConsiderations: ConsiderRedesignoftheEntityandAccountDimension

    WiththeEntitydimensionhavingthebiggestimpactonapplicationperformance,considerredefiningthishierarchy.Forexample,movinglowerlevelsubdivisionmembersintoaCustomdimensionwhereavailablemayincreasingoverallperformance

    WheresubaccountswereoftenbuiltintotheAccountdimensionduetothelackofavailabilityelsewhere,thesecannowbemovedintoaCustomdimensionofferingmoreflexibilityinherentinthemultidimensionalityofHFM

    CommonQuestions WhatarethenegativesofmovingEntityand/orAccountmemberstoaCustomdimension?

    CarefulconsiderationmustbegiventothemoveofEntitymemberstoaCustomdimensionduetothesystemfunctionalitiesavailablewithintheEntitydimension.Forexample,theEntitydimensionhasforeigncurrencyandintercompanyeliminationpropertiesthatarenotacomponentoftheCustomdimensionattributes.

    AgainthoroughconsiderationmustalsobegiventomovingAccountmemberstoaCustomdimensionduetopossiblelossofsystemfunctionalitiesavailablewithintheAccountdimensionattributes.AccountpropertiesincludesmartaccountTypeattributes,intercompanyeliminationcomponents,CustomTopMembercontrols,etcthatwouldbelostwiththemovetoaCustomdimension.

    ApplicationUpgradeRedesign

  • www.finitsolutions.com 40

    OtherGeneralProjectConsiderations: InvestigateofferingsofotherEPMproductswithahigherbirdseye

    perspective AccountReconciliationManagement,TaxProvisioningandDisclosureManagementfor

    exampleinsideFinancialCloseManagement HPCM,HSFandEssbase/PlanningasanexampleofthoseoutsideofFCM

    ConsidertheImprovedDataIntegrationtechnologies EALforHFMtoEssbasemovement EPMDataSyncbetweenapplications EnhancedExtendedAnalyticsfunctionality

    ExploreAdditionalReportingCapabilitiesbeingofferedwitheachrelease SmartViewcontinuestooffermorefunctionalitieswitheachrelease OFMAandMobilityoptionsareexpandingfortheonthegostaff

    ApplicationUpgradeRedesign

  • www.finitsolutions.com 41

    Youcanupgradeyourapplicationseitherusingsystemschemabasedconversionutilitiesormanuallybyextractingapplicationobjectsandimportingtheminto11.1.2.3.

    Directupgradepathsexistfrom11.1.1.4and11.1.2.x. Removed9.3.3and11.1.1.3asoptionsforexistingHyperion

    versionsyoucanrunschemaupgradesfrom.

    Clientson9.3.3or11.1.1.0 11.1.1.3willneedtodoaninterimstepoffirstupgradingto11.1.2.2or11.1.1.4beforethenupgradingto11.1.2.3.

    SupportedUpgradePaths

  • www.finitsolutions.com 42

    ExpectedCompatibilitywithlatestpatches: Currently,version11.1.2.3doesnotincludethirdpartysupportforWindows

    8,WindowsServer2012,InternetExplorer10,Office2013,SQLServer2012RDBMSandOracle12cRDBMS

    Basedonourunderstanding,Oraclewillreleasetwoseparatepatchesto11.1.2.3toprovidesupportontheseitems

    SmartViewwillreceiveaPSUthatwillprovidecompatibilityandsupportforOffice2013. TheEPMapplicationwillreceiveaPSUthatwillprovidetheremainingthirdparty

    compatibilityandsupportforIE10,WindowsServer2012,Windows8,SQLServer2012RDBMSandOracle12cRDBMS. OurunderstandingisthiswillbetargetedforDecember2013orJanuary2014.

    SmartView11.1.2.5hasbeenreleasedandweareworkingwiththisversionnow.

    ChromeandSafariarestillunsupportedbrowserclientsanditisexpectedtheywillnotreceivesupportinthisrelease.

    11.1.2.3UpgradeCompatibility

  • www.finitsolutions.com 43

    AreyouanexistingFDMuser? Yes Wouldrecommendupgradingtoversion11.1.2.3toinstallFDMand

    FDMEE.With11.1.2.3youwouldnothavetoconverttoFDMEEbutyouwouldinfuturereleases.

    No,butplantouseFDM Implement11.1.2.3tohavebothFDMandFDMEEandchoosebasedonneedsandFDMEEreadiness.

    No N/Atoyourversiondecision

    WillyourcompanyrolloutWindows8orIE10inthenext1 3years? Yes Gowithversion11.1.2.3togetPSUlaterthisyearwiththissupport. No N/Atoyourversiondecisionandcanuseeither11.1.2.2or11.1.2.3.

    11.1.2.2or11.1.2.3VersionDecisionTree

  • www.finitsolutions.com 44

    DoyouwanttouseWindowsServer2012,SQLServer2012and/orOracle12cRDBMS? Yes Gowith11.1.2.3.Youwillneedtowaittobeginyourupgradeuntil

    afterthePSUisreleasedtosupporttheseitems. No N/Atoyourversiondecisionandcanuseeither11.1.2.2or11.1.2.3.

    DoyouownorplantoownFinancialCloseManagement(FCM)forusewitheitherFCMorAccountReconciliationModule(ARM)? Yes Gowithversion11.1.2.3togetsomeadditionalfunctionalityinARM. No N/Atoyourversiondecisionandcanuseeither11.1.2.2or11.1.2.3.

    VersionDecisionTreeCont.

  • www.finitsolutions.com

    OurExperiences

    The Finit Solutions Series

  • www.finitsolutions.com 46

    Bugs,Bugs,Bugssamplelistofourfindings

    Current11.1.2.3ProjectExperiences

    Product Issue Solution/Workaround

    HFM

    DataSyncofEPMAapplication.Errorshowninthetransactionlog:FMConnector:Queryprocessingfailed exception:EPMA_DS_READ_DATA. PSU.100

    HFM Systemmessagesnotdisplayedinchronologicalorder

    PSU.200.Workaround scrolldowntothepointwherethesystemhastofetchdata,thenscrollingbackuptothetopsetsthemessagesbackinorder

    HFM WDEforms cannotselectmemberpropertiesinthedesigner StillunderinvestigationbyOracle

    HFM Certainformsnotdisplayingdatawhenpov periodoryearchanged

    1.)Hadtodisableproxyonwebserver2.)HadtochangeLANsettingstodisable"Automaticallycheckforsettings"option

    HFM AnunknownerrorhasoccurredintheHsvDSDataCube2object. PSU.100

    HFM

    UserscannotseeongoingconsolidationsusingtheRunningTasksoptionwithintheHFMapp.WorkaroundistogototheRunningTasksoptionwithinConsolidationAdministration.

    InitiallywastoldbyOracleit'sabugandwillbefixedwithPSU100.LaterwastoldbyOracleit'sworkingasintended.

    HFMWhenanoverlappingconsolidationisstarted,usersaren'tnotifiedthattheconsolidationwilloverlapwithanotherrunningconsolidation. PSU.100

    FDM Adapterfunction[fConnect]failed(FDM)

    OracleinstructedtoregistereachserverasanindividualclusterandtheHFMSERVER.txtfilesweredeletedfromFDMOutboxfolder.However,usersnowseetoomanychoicesunderHFM HFMClusterpluseachindividualserver.

    FR ADMErrorswhenPeriodOffsetfunctionisused PSU.100FR PDFviewtheboldformattingshowssameasregulartext notdark. StillunderinvestigationFR PDFviewsomesubtotalstruncatedwhenvaluesarenegative. StillunderinvestigationSV LinkedformnotworkingproperlywithinSmartView PSU.100

  • www.finitsolutions.com 47

    ExpectedOut>PSU100: Many11.1.2.3.000bugs

    fixedwiththis.100PatchSetUpdate

    Manyhadbeenidentifiedwiththe11.1.2.2versionevenbefore11.1.2.3.000wasreleased

    ButmorestilltocomeUpcomingPSU200isstatedtobeIE10compatible

    Current11.1.2.3ProjectExperiences

  • www.finitsolutions.com 48

    Insummary: Wehave6concurrentprojectstodaydevelopinginthe11.1.2.3

    release andothersmovingforwardintheverynearfuture

    Withthesenumerousprojectexperiencesworkinginthenew11.1.2.3releasewehavefoundnoshowstoppersandmanyvaluableenhancements fixingsomeapplicationbugsbutalsoaddingnewfunctionalitythroughouttheEPMsuitetoofferanevenmorecomprehensiveandrobustfinancialsolution

    Soyesformostcustomersthisistherightchoice.Jumprightin!

    Current11.1.2.3ProjectExperiences

  • www.finitsolutions.com 49

    Questions?

    Emailusforacopyoftheslidesorlinktotherecording

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

    Thankyouforattending!

    >[email protected]

    >[email protected]

    >GeneralQuestions GregBarrett

    ([email protected]) JoeMizerk

    ([email protected])