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Efficiently Delivering Effective Solutions
OracleHyperionIntegration Products
IntroductionandOverview Introduction and Overview
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Agenda Introduction
Efficiently D li i Effective Solutions Effi i tl Delivering Eff ti S l ti
OverviewofOracleHyperionIntegrationProducts ReviewofBusinessCasesandavailabletools Q&A
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Efficiently Delivering Effective Solutions
OracleHyperionIntegration Products
Introduction
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WhoisFinit? Who is Finit?FinancialConsolidationandReporting Integration PlanningandBusinessIntelligence
Efficiently D li i Effective Solutions Effi i tl Delivering Eff ti S l ti
FinitSolutionsspecializesintheOracleHyperionPerformance ManagementSolutionssuiteofproducts: g p
Strongfocusoncustomerserviceandvalue: Strong focus on customer service and value: Over105clientsandFinithasneverhadafailedproject.Everyclientisareference. ValueisdrivenfromconsultantswithHyperionexpertise,strongFinance/ Accountingknowledgeandproactivecustomerservice.
RankedbyInc.Magazinein2007and2008asoneoftheTop100fastestgrowing Ranked by Inc Maga ine in 2007 and 2008 as one of the Top 100 fastest growing privateITServicescompaniesintheUS. MemberofmultipleHyperioncustomeradvisoryboardsandnewproduct validationprograms.
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FinitSolutions:SampleClients Finit Solutions: Sample Clients
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Efficiently Delivering Effective Solutions
OracleHyperionIntegration Products
OverviewofOracle sIntegrationProducts Overview of Oracles Integration Products
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OracleHyperionIntegrationProducts Oracle Hyperion Integration ProductsFinancialDataQuality Management(FDM) Management (FDM) OracleDataIntegrator(ODI)
DataIntegration Management(DIM) EnterprisePerformance p ManagementArchitect (EPMA)
HyperionApplicationLink (HAL)
DataRelationship Data Relationship Management(DRM)
ERPIntegrator(ERPi)
ClassicMetadataTools
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FinancialDataQuality g ( ) Management(FDM) FDMisawebbasedfinancialdatatoolthatisusedtoload, mapandvalidatesourcesystemfinancialdataintoatarget. FDMhasaprebuiltdataloadworkflowthatwalksthrough thedifferentloadsteps(Import,Validate,Export,Check). FDMhasauserfriendlyinterfacethatallowsusersto maintaintheirsourcesystemtotargetsystemmappingtables andloadtheirdata. FDMcansourcefinancialdataeitherbydirectlyconnectingto sourcesystems(throughFDMsourceadaptersorvia (h h d Integrationscripts)oritcanreadsourcesystemfiles. FDMhasHyperiontargetadaptersforHyperionEnterprise, HFM,Planning/EssbaseandHyperionStrategicFinance. HFM Pl i /E b dH i St t i Fi FDMhasadatamartadapterthatcanbeusedtomaptonon Hyperionchartsofaccounts. FDMcanbeenhancedthroughVBscriptcustomization.www.finitsolutions.com8
FinancialDataQuality g ( ) Management(FDM)UseCaseStrengthsandUseCase PreBuiltinterface(workflow,mapping,logging) Validationsareakeycomponent(mapping,data,targetsystem). Typicalusecaseisforfinancialdataprocessingthatinvolvesmappingina multiuserenvironment. FDMcannotperformanyMetadatafunctions(loadmetadataormanage metadatahierarchies) ODIandDIMwiththeirabilitytoloadfinancialdata. Noproductsintermsofpresetenduserdrivendataandmapping workflow. FDMdoesrequirelicensing. FDMwasoriginallyUpStreamWebLinkandacquiredbyHyperionin2006. g y p q y ypwww.finitsolutions.com9
Limitations Li it ti
SimilaritiestoOtherIntegrationProducts Similarities to Other Integration Products
Licensing/Other
OracleData g ( ) Integrator(ODI) ODIisanintegrationtoolthatcanloadfinancialdataand applicationmetadataintodifferenttargetsystems. ODIhastheflexibilitytodesignitsworkflowthrougha graphicalworkflownavigationinterface.Asaresult,the productdoesnotimposeaworkflowonyouinthebeginning. ODIhasstrongsourceconnectionabilitiesaswellasthe abilitytolaunchandcontroljobsorcalculations(callinga storedprocedurethatmovesdatafromonetabletoanother). ODIhasKnowledgeModulesthathaveprebuiltworkflow h l d d l h h b l kfl forcertainsystems. ODIdoesnothavearobustenduserdrivenmappingtable. Themappingistypicallystoredinarelationaltableand Th i i t i ll t d i l ti l t bl d processedthroughtheworkflowsteps. Additionally,unlesstheKnowledgeModulecontainsit, loggingandvalidationsneedtobebuilt. l i d lid ti d t b b iltwww.finitsolutions.com 10
OracleDataIntegrator ( (ODI)UseCase )StrengthsandUseCase AbilitytoloadHyperionmetadataandfinancialdatatoEssbase,Planning andHFM. d ITdrivenfinancialdataormetadataloadprocessing. Situationswherelimitedmappingisneeded. ODIdoesnothaveaprebuiltwebbaseduserinterfacetomap,validateor loaddataormetadata. Validationsandloggingitemswillmorethanlikelyneedtobecustombuilt Validations and logging items will more than likely need to be custom built (i.e.logdataloaderrorsinatextfile). MostsimilartoDIM,HAL , FDMforfinancialdata,thoughtypicallyadifferentuse(Financevs.IT) ODIdoesnotrequirealicenseifusedwithHFM,Essbase,Planning. q , , g ODIwasoriginallySunopsisandacquiredbyOracle.www.finitsolutions.com 11
Limitations Li it ti
SimilaritiestoOtherIntegrationProducts
Licensing/Other
DataIntegration g ( ) Management(DIM) DIMisconceptuallysimilartoODIinthatitisanintegration toolthatcanloadfinancialdataandapplicationmetadatato differenttargetsystems. diff DIMdiffersfromODIinthatitisbuiltonInformatica PowerCenter8.1.InformaticaisoneoftheleadingETLtools inthemarket.BycontrastODIisselfcontained. i th k t B t t ODI i lf t i d DIMprovidesadaptersthatcanbeusedinInformatica PowerCentertoconnecttoHFM,PlanningandEssbase. DIMwasoriginallydevelopedtoallowHyperionclientsto ll d l d ll l leverageexistinginvestmentsinInformatica.
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DataIntegrationManagement ( (DIM)UseCase )StrengthsandUseCase AbilitytoloadHyperionmetadataandfinancialdatatoEssbase,Planning andHFM. d ITdrivenfinancialdataormetadataloadprocessing.Verypowerful enginethatcanprocesslargevolumes. DIMdoesnothaveaprebuiltwebbaseduserinterfacetomap,validate orloaddataormetadata. gg g y ( g Validationsandloggingitemsmayneedtobecustombuilt(i.e.logdata loaderrorsinatextfile). MostsimilartoODI,HAL FDMforfinancialdata,thoughtypicallyadifferentuse(Financevs.IT) DIMdoesrequirealicenseifusedwithHyperionproducts. InformaticaisanindependentcompanynotownedbyOracle.www.finitsolutions.com 13
Limitations
SimilaritiestoOtherIntegrationProducts
Licensing/Other
HyperionApplication ( ) Link(HAL) HALwasHyperionstoolthatprovidedfinancialdataand metadataloadcapabilities(similartoODIandDIM). HALisconceptuallysimilartoODIandDIMinthatitis workflowbasedandthattheworkflowisnotprebuiltand needstobesetup. HALdidhaveamappingtool,TranslationManager,toallow formappingtotakeplacebetweensourceandHyperion targets. HALwasanOEMproductforHyperion,developedby d f d l db Vignette. ItiscurrentlyonSustainingSupportandissettobe discontinuedinJune2010.Thisdiffersfromsustaining di ti di J 2010 Thi diff f t i i supportinthatHALwillbeunsupportedafterJune2010and Oracletechsupportwillnottakeanycallsonit.
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EnterprisePerformance g ( ) ManagementArchitect(EPMA) EPMAwasreleasedinSystem9.3.0. EPMAprovideslimitedfinancialdatafunctionality. p y EPMAallowsfortheabilitytomanagethemetadata structures/hierarchiesforHyperiontargetsystems(HFM, Planning,Essbase).Ithasaprebuiltgraphicalinterfaceto designandmanagemetadataattributes,andhierarchies. MetadatacanbeloadedintotheHyperiontargetsystems. y g EPMAhasaDimensionLibrarytomanagethemetadataand hierarchiesfordifferentdimensionsandproducts. EPMAhasaDataSynchronizationfeaturegearedtowards g yp y movingdatabetweenHyperionsystems.Thisfeature currentlyhaslimitedmappingfunctionality(onetoone). CalculationManager,agraphicalcalculationmanagerreleased inFusion11.xistiedintoEPMA. EPMAcanbedeployedonanapplicationbyapplicationbasis.www.finitsolutions.com 15
EnterprisePerformanceManagement ( ) Architect(EPMA)UseCaseStrengthsandUseCase AbilitytomanageHyperionmetadataforHFM,Planning,Essbaseinone interface. i f AbilitytoloadorpushmetadataintothedifferentHyperiontarget systems. FullintegratedwithSharedServices(rolesandexternalauthentication). Full integrated with Shared Services (roles and external authentication) EPMAisgearedtowardsHyperionapplicationmetadataonly. EPMA sdatafunctionalityexists,butisverylimited. EPMAs data functionality exists but is very limited EPMAiswebbased,soitcanbedifficulttomakemasschanges.Mayhave tomakethemofflineandimportchangesin. DRM EPMAdoesnotrequirealicense,itisincludedwithHFM,Planningand q , , g Essbaselicensing.www.finitsolutions.com 16
Limitations
SimilaritiestoOtherIntegrationProducts g
Licensing/Other
DataRelationship g ( ) Management(DRM) DRMisarobustmetadatamanagementtool. DRMdoesnotperformanydataprocessing(sourceto p y p g( HyperionorHyperiontoHyperion). DRMallowsfortheabilitytomanagethemetadataof HyperionandnonHyperiontargetsystems. DRMcanbeusedtopushmetadatadownstreamtosource systemssuchasgeneralledgersystemsordatawarehouses. ItcanalsobeusedtopushmetadataupstreamtoHyperion targetsystems. Doeshavesomemoreadvancedmetadatafunctionalitysuch ascustomattributes,versioning,andcustomexportfile functionality. f ti lit Itallowsfortheabilitytocompareacrossversions,toidentify whatchangeswereapplied.www.finitsolutions.com 17
DataIntegrationManagement ( (DIM)UseCase )StrengthsandUseCase MostrobustmetadatamanagementtoolforOracleHyperion. AbilitytomanageanddeploymetadatatobothHyperionsystemsand nonHyperionsystems. UsecaseversusEPMAiswhethermetadatamanagementistoextend beyondjusttheHyperionapplications. beyond just the Hyperion applications DRMdoesnotperformanydataprocessing. DRMisclientbased. DRM is client based EPMA DRMdoesrequirealicense. DRMwasformerlyMDM. MDMwasoriginallydevelopedbyRaazaandpurchasedbyHyperion. MDM was originally developed by Raaza and purchased by Hyperion.www.finitsolutions.com 18
Limitations
SimilaritiestoOtherIntegrationProducts Licensing/Other Licensing / Other
ERPIntegrator(ERPi) g ( ) ERPiisanewproductthatwasreleasedin11.1.1.3. Itprovidesaframeworkandstructureofconnectionsto p sourcesystemssuchasOracleEBusinessSuite,tobeusedto movedata/metadataintoFDM,ODIand/orEPMA.It currentlyhasadaptersforOracleEBusinessSuiteand PeopleSoftEnterpriseGL. P l S ft E t i GL ERPihasitsownrelationalstagingtablesfortheprocessing. Data/metadatacanbemovedfromthesourcesysteminto ERPiandthenprocessedintothecorrecttoolbasedonthe ERPi and then processed into the correct tool based on the specificusecase. ERPiwillhelpsimplifysourcesystemconnectionsamongthe variousOracleHyperionintegrationproducts. various Oracle Hyperion integration products
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ERPIntegrator ( (ERPi)UseCase )StrengthsandUseCase SourceadapterconnectionsforOracleEBusinessSuiteandPeopleSoft EnterpriseGL. i Abilitytomanagesourceconnectionsandpullmetadata/data tothen bedistributedtotheappropriateIntegrationproduct. Providesdrill backtosourcesystems. Provides drillback to source systems Currentlynoabilitytoconnecttodatawarehouses,SAP,etc. Newproduct,limitedusage New product limited usage Uniqueformanagingthedifferenttoolsanddrillbackcapability. SimilaritiestoFDMifdataprocessing,ODIformetadataonly. Similarities to FDM if data processing ODI for metadata only ERPidoesrequirealicense,itislicensedthroughFDM.
Limitations SimilaritiestoOtherIntegrationProducts Licensing/Other
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ClassicMetadataApproaches pp ManyHyperiontoolsallowformetadatatobebuiltorloaded directlyintothem. HFMhasaMetadataManagerformaintainingtheHFM metadata. HyperionPlanninghasaDimensionManagertoolinPlanning webformaintainingmetadata. Essbasehasaconsoleformaintainingmetadata. Thesetoolsallowforthecreationandmaintenanceof metadata,butareonanapplicationbyapplicationbasis.
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ClassicMetadata UseCaseStrengthsandUseCase Doesnotrequireanyadditionalproductstobeinstalled. Dependingonsystem,canbemorerobustthanothertools. LimitedtoperformingmetadataindifferenttoolsfordifferentHyperion applications. li i Limitedtoperformingmetadatawithinatoolonanapplicationby applicationbasis. Limitedversioningandauditcapabilities. Limited versioning and audit capabilities SimilartoDRM/EPMAintheabilitytomanagemetadataattributesand y pp hierarchiesandabilitytoloadmetadataintheapplication. Allclassicmetadatatoolsareincludedinthebaseproductlicensing.
Limitations
SimilaritiestoOtherIntegrationProducts Licensing/Other
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Efficiently Delivering Effective Solutions
OracleHyperionIntegration Products
OverviewofUseCase Overview of Use Case
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Data p UseCaseExample1ExampleUseCase Companyhas25differentledgersystemsandisdeployingHFM.They needatooltohelpthemmaptheChartofAccountsintoHFM. d l h l h h h f i
ProductOptions FDM,ODI,DIMfordataprocessing FDM ODI DIM f d i
Considerations FDMisthebestfitherebecausemappingwillbeneededandendusers willneedauserfriendlytooltoloadandvalidatetheirfinancialdatainto HFM. ODIandDIMarenotasgoodoffitsastheydonothavepre built ODI and DIM are not as good of fits as they do not have prebuilt validations,loadworkflowandmappinginterfaces.
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Data p UseCaseExample2ExampleUseCase CompanyhasonemainledgersystemsthatwillbeloadingdatatoHFM andHyperionPlanning.TheHFMandHyperionPlanningapplicationsare d i l i h d i l i li i designedoffoftheGLchartofaccounts,thusnomappingisneeded. Companywantstofocusonspeedofmovementbetweenapplications.
ProductOptions FDM,ODIandDIM ERPi Sincenomappingisneeded,FDMisnotasclearofafit. QuestionswillcenteronwhetherFDMsprebuiltloggingandvalidation p gg g functionalitycanaddvalueoverODI/DIM.Volumesizemaybea considerationaswellduetoitcomingfromonemainledger. Dependingonthesourcesystem,ERPimayprovideabenefittodirectly connecttothesourcesystemandtomanagedrillback. connect to the source system and to manage drill back.www.finitsolutions.com 25
Considerations
Data p UseCaseExample3ExampleUseCase CompanyhasaHyperionPlanningapplicationthatcontainsDepartment budgetandforecastinformation.ItalsocontainsanHFMapplicationthat b d df i f i l i li i h containslegalentitymembers.Oncethebudgetandforecastsare completeinHyperionPlanning,thedatawillneedtobemovedfrom HyperionPlanningintoHFM,asHFMwillremainthefinalbookofrecords forconsolidatedActual,BudgetandForecastinformation. f lid d A l B d dF i f i FDM,ODI,DIMandEPMA Whattypeofmappingortransformationneedstotakeplacebetween HyperionPlanningandHFM? EPMA DIM and ODI are limited in their mapping If more mapping functionality is EPMA,DIMandODIarelimitedintheirmapping.Ifmoremappingfunctionalityis needed,FDMmaybeabetterfit.
ProductOptions
Considerations d
WilltheintegrationtoolperformanyvalidationsbetweenPlanningand HFM? IsFDMalreadylicensed?Ifnot,islicensinganissue? Is FDM already licensed? If not is licensing an issue?www.finitsolutions.com 26
Metadata p UseCaseExample1ExampleUseCase CompanyhasasingleHFMapplication.Theyneedtomakemetadata changesfornewaccountsandentitieseachmonthintheirapplication. h f d ii h hi h i li i TheirHFMapplicationisataconsolidatedchartofaccountsanddifferent thanothersystems. Classicmethods,EPMA,DRM Atoolisneededtomanagethehierarchiesandmembers,soODIandDIM A tool is needed to manage the hierarchies and members so ODI and DIM arenotviable. Sincethechartofaccountsisdifferentandthiscompanyonlyneedsto manageonehierarchy,DRMdoesnotappeartobeagreatfit. IsthereadesiretousetheCalculationManagerwithFusion11.x?Ifso, I h d i h C l l i M i h F i 11 ? If EPMAwouldbetheonlyoption. Ifmetadataupdatesarenottooconsuming,classicmaybeeasiest.
ProductOptions Product Options
Considerations
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Metadata p UseCaseExample2ExampleUseCase CompanyhasmultipleHFMapplicationsalongwithHyperionPlanning. ThereissomeconsistencybetweentheprimaryHFMandPlanning h i i b h i d l i applications,butPlanningextendstheEntityandChartofAccounts.The companyiscurrentlyusingtheclassicmethodstomanagetheirmetadata. Thechartofaccountsinallproductsdiffersfromwhatisinthesource systems. Classicmethods,EPMA,DRM Atoolisneededtomanagethehierarchiesandmembers,soODIandDIM arenotviable. Sincemultipleproductsarebeingused,DRMandEPMAarestronger Since multiple products are being used DRM and EPMA are stronger considerations.ForDRM sincenosourcesystemintegrationwillbe performed,thefocuswouldbewhetheritsmorerobustfunctionalityis worththelicensecostoverEPMA.
ProductOptions
Considerations d
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Mixed p UseCaseExampleExampleUseCase AcompanyhasoneHFMapplicationwheretheyarecurrentlyusingFDM fortheloadofthreemainledgers.Thecompanyisimplementing f h l d f h i l d h i i l i HyperionPlanningforoneoftheirmainledgers.Planningisbasedonthe ledgerchartofaccounts.PlanningdatawillneedtobemigratedintoHFM followingthecompletion.ThecompanydoesnotownInformatica. Data FDM,ODI,DIM,ERPi Metadata ODI,DIM,ERPi SinceFDMislicensed,itcanbeusedforloadingdatatoPlanning(Actuals) andthenfromPlanningtoHFMasvalidationscanbeusedinFDM. SincethePlanningapplicationwillbebuiltoffoftheledgerchartof Si h Pl i li i ill b b il ff f h l d h f accounts,atoolcanbeusedtobuildthehierarchiesoffoftheledger. SincethecompanydoesnotownInformatica,ODIwouldbethebetter choiceiflicensingisanissue. ERPimaybeanoptioniftheGLissupported.www.finitsolutions.com 29
ProductOptions
Considerations
FinitContacts
Efficiently D li i Effective Solutions Effi i tl Delivering Eff ti S l ti
ThankYou!RobCybulski FinitSolutions [email protected] 2158802025
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